Potomac Managed Volatility Fund - Institutional class
CRMVX
NASDAQ
| Weiss Ratings | CRMVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CRMVX-NASDAQ | Click to Compare |
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| Provider | Potomac Fund Management Inc. | |||
| Manager/Tenure (Years) | Manish Kumar Khatta (6), Dan Russo (3) | |||
| Website | http://www.potomacfund.com | |||
| Fund Information | CRMVX-NASDAQ | Click to Compare |
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| Fund Name | Potomac Managed Volatility Fund - Institutional class | |||
| Category | Nontraditional Bond | |||
| Sub-Category | Fixed Income Miscellaneous | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jul 01, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CRMVX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.06% | |||
| Dividend | CRMVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | CRMVX-NASDAQ | Click to Compare |
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| Cash | 62.53% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 21.35% | |||
| U.S. Bond | 41.86% | |||
| Non-U.S. Bond | -20.51% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 16.05% | |||
| Price History | CRMVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.09% | |||
| 30-Day Total Return | -0.83% | |||
| 60-Day Total Return | -0.23% | |||
| 90-Day Total Return | -0.03% | |||
| Year to Date Total Return | 0.66% | |||
| 1-Year Total Return | 2.07% | |||
| 2-Year Total Return | 5.98% | |||
| 3-Year Total Return | 12.61% | |||
| 5-Year Total Return | 11.61% | |||
| Price | CRMVX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CRMVX-NASDAQ | Click to Compare |
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| Nav | $9.89 | |||
| 1-Month Low NAV | $9.87 | |||
| 1-Month High NAV | $10.14 | |||
| 52-Week Low NAV | $9.87 | |||
| 52-Week Low NAV (Date) | Nov 02, 2026 | |||
| 52-Week High NAV | $10.39 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | CRMVX-NASDAQ | Click to Compare |
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| Beta | 0.30 | |||
| Standard Deviation | 4.02 | |||
| Balance Sheet | CRMVX-NASDAQ | Click to Compare |
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| Total Assets | 310.78M | |||
| Operating Ratios | CRMVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.66% | |||
| Turnover Ratio | 1,096.40% | |||
| Performance | CRMVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.57% | |||
| Last Bear Market Total Return | -2.36% | |||