Nasdaq - Delayed Quote USD

Conquer Risk Defensive Bull (CRDBX)

13.22 +0.26 (+2.01%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.22%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 23, 2024) 28.23%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 28.23%
Worst 3Y Total Return 11.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CRDBX
Category
YTD
4.70%
9.69%
1-Month
0.62%
0.97%
3-Month
4.70%
5.21%
1-Year
4.38%
27.45%
3-Year
7.92%
8.85%
5-Year
0.00%
8.56%
10-Year
0.00%
5.61%
Last Bull Market
64.31%
10.63%
Last Bear Market
4.05%
-12.05%

Annual Total Return (%) History

Year
CRDBX
Category
2024
--
--
2023
19.14%
--
2022
-8.54%
--
2021
28.23%
--
2020
--
9.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.70% -- -- --
2023 19.51% 5.71% -10.33% 5.17%
2022 -21.09% 4.05% 1.17% 10.10%
2021 16.39% 3.24% 0.07% 6.64%
2020 20.07% -- -- --

Rank in Category (By Total Return)

YTD 64
1-Month 94
3-Month 64
1-Year 90
3-Year 9
5-Year --

Load Adjusted Returns

1-Year 4.38%
3-Year 7.92%
5-Year --
10-Year --

Performance & Risk

YTD Return 7.22%
5y Average Return 0.00%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Potomac Fund Management Inc.
Net Assets 1.04B
YTD Return 4.70%
Yield 1.47%
Morningstar Rating
Inception Date Jul 01, 2020

Fund Summary

The fund seeks long-term capital appreciation by constructing a portfolio that is comprised, under normal market conditions, of exchange traded funds ("ETFs"), mutual funds (open-end investment companies) registered under the Investment Company Act of 1940 and/or cash and cash equivalents. It will generally use funds that hold a broad-based basket of equity securities. During downward trending markets, the Advisor will attempt to reduce downside exposure by limiting the fund's investments to cash and cash equivalents. The fund is non-diversified.

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