BETHESDA, MD (April 18, 2026) – Potomac Fund Management, Inc. (“Potomac”), an investment strategist, is pleased to announce that the Potomac Defensive Bull Fund (CRDBX) has surpassed $3 Billion in Assets Under Management. The news comes on the heels of being recognized as a LSEG Lipper Fund Award 2026 winner for Best Alternative Multi‑Strategy Fund Over Three Years in the United States.
CRDBX, which features a 5-Star Overall Morningstar Rating™️, is a unique tactical fund that switches between “risk on” and “risk off”. Our decision making is driven by our quantitative algorithmic composite systems, which are simply a combination of independently tested market indicators that are great alone, but better together.
Learn more about CRDBX, and the Potomac Funds, here.
About Potomac
Headquartered in Bethesda, MD, Potomac combines institutional‑grade investment expertise with a quantitative process that is Built to Conquer Risk®. Our mission is to provide financial advisors with real tactical management and a differentiated investing experience rooted in data, discipline, and transparency.
Fund Disclosures
Investors should consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a prospectus on this website or by calling the transfer agent at 1-888-774-6679. The prospectus should be read carefully before investing.
Past performance does not guarantee future results. Investors should carefully consider the investment objectives, risks, charges, and expenses before investing. This material is for informational purposes only and does not constitute investment advice or an offer to sell, or a solicitation of an offer to buy any security.
An investment in the Funds is subject to investment risks, including the possible loss of the principal amount invested. There can be no assurance that the Funds will be successful in meeting their objectives. The risks associated with the Funds, detailed in the Prospectus, include the risks of investing in exchange traded funds (ETFs). To the extent a Fund invests in ETFs and mutual funds, the Fund will indirectly bear its proportionate share of any expenses (such as operating expenses and advisory fees) that may be paid by the underlying funds. These expenses would be in addition to the advisory fee and other expenses that the Fund bears in connection with its own operations. Investment in an ETF carries security specific risk and the market risk. There also may be risks associated with the Funds’ investment in a specific sector, and non-diversification. The Funds may also engage in short-term trading to try to achieve its objective and may have portfolio turnover rates significantly in excess of 100%. Futures Risks – Futures contracts are standardized agreements to buy or sell a specific asset at a predetermined price at a future date. Futures may be used to manage risk, gain market exposure, or enhance returns. The use of futures involves leveraging assets which may amplify gains or losses and increase volatility. Leveraged ETF Risks – The net asset value and market price of leveraged ETFs are usually more volatile than the value of the tracked index or of other ETFs that do not use leverage. Inverse ETF Risks – Inverse ETFs seek investment results that are the opposite of the daily performance of an underlying index or basket of stocks. Investors will lose money when the Index rises – a result that is the opposite from traditional funds. The Funds may invest in underlying funds that hold fixed income securities and foreign securities. Fixed income securities fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities. Foreign investments can involve significant risks in addition to the risks inherent in U.S. investments. These risks include adverse political, social and economic developments, differing auditing and legal standards, war, expropriation and nationalization
LSEG Lipper Fund Awards Disclsoures
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk‑adjusted performance measure calculated over 30, 60, and 120 months. Lipper Leader ratings and Fund Awards do not constitute and are not to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com © 2026 LSEG. All rights reserved.
Lipper is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Rankings are historical and are based on total return with capital gains and dividends reinvested.
Morningstar Disclosures
© 2026 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or Timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Overall rating out of 217 Tactical Allocation funds as of March 31, 2026.
The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Potomac Defensive Bull was rated against the following numbers of Tactical Allocation funds over the following time periods: 217 funds in the last three years, and 199 funds in the last five years. Past performance is no guarantee of future results.
Media Contact
Christopher Norton
christopher@potomac.com
(510) 850-4602
PFM-519-20260407
