SDTPX Performance — Potomac Tactically Passive Fund, Class R
Data updated: 2026-09-14
In the 12 months to Jun 2026 the fund took in a net $132.6M, and assets reached $138.81M.
SDTPX Growth of $100
What $100 invested in Potomac Tactically Passive Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | SDTPX | Category average |
|---|---|---|
| Since data start (Apr 2026 – May 2026) | $99 | $108 |
SDTPX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −1.00% |
SDTPX Annual Returns
Calendar-year total returns of Potomac Tactically Passive Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Apr–May) | −1.00% |
SDTPX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | — | — | — | +0.2% | −1.2% | — | — | — | — | — | — | — |
SDTPX Risk
Risk measures from monthly returns over Apr 2026 – May 2026.
- Best month: +0.20% (Apr 2026)
- Worst month: −1.20% (May 2026)
SDTPX Fund Flows
Monthly money in and out of Potomac Tactically Passive Fund, from SEC Form N-PORT.
- 12-month net flow: $132.6M
- 12-month gross sales (incl. reinvestments): $135.9M
- Sales ÷ redemptions: 40.54×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $6.2M | $1.7M | $4.6M |
| May 2026 | $6.1M | $1.5M | $4.6M |
| Apr 2026 | $121.2M | $232K | $121.0M |
| Feb 2026 | $2.4M | $0 | $2.4M |
| Jan 2026 | $10K | $0 | $10K |
SDTPX Assets Under Management
Net assets of Potomac Tactically Passive Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $138.81M |
| 2026-03-31 | $2.34M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.