See what your fund actually adds
Potomac Tactically Passive Fund Class R Shares SDTPX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SDTPX | Replication |
|---|---|---|
| Annualized growth | 7.0% | 9.8% |
| Annualized volatility | 10.9% | 10.5% |
| Sharpe ratio | 0.67 | 0.94 |
| Maximum drawdown | 2.4% | 2.1% |
| Replication fit (R²) | 0.99 · Tracking error 1.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model SDTPX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOO | US Large Cap | 100.0% |