Conquer Risk Managed Volatility Fund (CRMVX)

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The chart shows the growth of an initial investment of $10,000 in Conquer Risk Managed Volatility Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Conquer Risk Managed Volatility Fund (CRMVX) has returned 1.11% so far this year and 6.93% over the past 12 months.

Based on dividend-adjusted daily data since Jul 1, 2020, CRMVX's average daily return is +3.60%, while the average monthly return is +0.25%. At this rate, your investment would double in approximately 23.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Sep 2022 with a return of +4.6%, while the worst month was Jan 2022 at -3.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CRMVX closed higher 43% of trading days. The best single day was Jan 21, 2025 with a return of +3,567.0%, while the worst single day was Jan 23, 2025 at -96.8%.

Conquer Risk Managed Volatility Fund has an annualized alpha of 695340.44%, beta of 0.62, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 02, 2020.

• This fund participated in 19.36% of S&P 500 Index downside but only 15.73% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.62 may look defensive, but with R² of 0.00 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CRMVX has a high expense ratio of 1.62%, indicating above-average management fees.

CRMVX ranks 85 for risk / return — in the top 85% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Conquer Risk Managed Volatility Fund (CRMVX) and compare them to a chosen benchmark (S&P 500 Index).

Conquer Risk Managed Volatility Fund provided a 5.69% dividend yield over the last twelve months, with an annual payout of $0.57 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Conquer Risk Managed Volatility Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Conquer Risk Managed Volatility Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Conquer Risk Managed Volatility Fund was 97.39%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Conquer Risk Managed Volatility Fund drawdown is 97.13%.

The chart below shows the rolling one-month volatility.