Potomac Managed Volatility Fund
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 (5), Dan Russo (1) | |||
| Website | http://www.potomacfund.com | |||
| Fund Information | CRMVX-NASDAQ | Click to Compare |
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| Fund Name | Potomac Managed Volatility Fund | |||
| Category | Multisector Bond | |||
| Sub-Category | US Fixed Income | |||
| 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 | 3.72% | |||
| Dividend | CRMVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.56% | |||
| Asset Allocation | CRMVX-NASDAQ | Click to Compare |
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| Cash | 27.40% | |||
| Stock | 0.60% | |||
| U.S. Stock | 0.55% | |||
| Non-U.S. Stock | 0.05% | |||
| Bond | 70.70% | |||
| U.S. Bond | 39.91% | |||
| Non-U.S. Bond | 30.79% | |||
| Preferred | 0.40% | |||
| Convertible | 0.19% | |||
| Other Net | 0.71% | |||
| Price History | CRMVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.49% | |||
| 30-Day Total Return | 0.09% | |||
| 60-Day Total Return | 2.73% | |||
| 90-Day Total Return | 3.78% | |||
| Year to Date Total Return | 1.29% | |||
| 1-Year Total Return | 2.53% | |||
| 2-Year Total Return | 7.40% | |||
| 3-Year Total Return | 12.60% | |||
| 5-Year Total Return | 10.40% | |||
| 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 | $10.14 | |||
| 1-Month Low NAV | $10.09 | |||
| 1-Month High NAV | $10.19 | |||
| 52-Week Low NAV | $9.67 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.40 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | CRMVX-NASDAQ | Click to Compare |
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| Beta | 0.22 | |||
| Standard Deviation | 5.84 | |||
| Balance Sheet | CRMVX-NASDAQ | Click to Compare |
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| Total Assets | 158.98M | |||
| Operating Ratios | CRMVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.78% | |||
| Turnover Ratio | 685.94% | |||
| Performance | CRMVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 4.16% | |||
| Last Bear Market Total Return | -2.36% | |||