Potomac Managed Volatility Fund (CRMVX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CRMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRMVX
CRMVX charges 1.62% annually. There are 77 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | CRMVX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | CRMVX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | CRMVX vs BWDTX | |
| JPMorgan Income Fund Class I | 0.40% | — | Jun 2014 | CRMVX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | CRMVX vs MOFIX |
Best Risk-Adjusted Alternatives to CRMVX
CRMVX has a PortfoliosLab risk / return rank of 32. There are 41 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | CRMVX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | CRMVX vs NWXEX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | CRMVX vs RFXIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | CRMVX vs BWDTX | |
| Oaktree Diversified Income Fund Inc. Class D | 98 | — | Nov 2021 | CRMVX vs ODIDX |
Top Performing CRMVX Alternatives (YTD)
CRMVX is at 0.70% YTD. There are 43 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Saba Capital Income & Opportunities Fund | 3.83% | — | Dec 1987 | CRMVX vs BRW | |
| abrdn Income Credit Strategies Fund | 3.47% | — | Jan 2011 | CRMVX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.18% | — | May 2016 | CRMVX vs LFLIX | |
| Nationwide Amundi Strategic Income Fund | 2.67% | — | Nov 2015 | CRMVX vs NWXHX | |
| Eaton Vance Strategic Income Fund Class I | 2.63% | — | Apr 2009 | CRMVX vs ESIIX |
Lowest Volatility Alternatives to CRMVX
CRMVX has 4.19% 1-year volatility. There are 77 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.17% | — | Nov 2015 | CRMVX vs NWXHX | |
| Nationwide Strategic Income A | 1.24% | — | Nov 2015 | CRMVX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | CRMVX vs BWDTX | |
| Rational Special Situations Income Fund | 1.37% | — | Jul 2019 | CRMVX vs RFXIX | |
| Oaktree Diversified Income Fund Inc. Class D | 1.47% | — | Nov 2021 | CRMVX vs ODIDX |
Lowest Drawdown Alternatives to CRMVX
CRMVX has a 1-year max drawdown of -2.25%. There are 23 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | CRMVX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | CRMVX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | CRMVX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | CRMVX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | CRMVX vs BWDTX |
Other Mutual Funds from Potomac Fund Management Inc.
The 3 most viewed Potomac Fund Management Inc. mutual funds shown here include CRDBX, CRTBX, CRTOX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | Tactical Allocation | 93 | 22.60% | — | Jun 2020 | CRMVX vs CRDBX | |
| Potomac Tactical Rotation Fund | Tactical Allocation | 79 | 9.46% | — | Jun 2020 | CRMVX vs CRTBX | |
| Potomac Tactical Opportunities Fund | Tactical Allocation | 34 | 5.98% | — | Jun 2020 | CRMVX vs CRTOX |
Often Compared With CRMVX
Investors most often compare CRMVX with CBRDX, DBL, CADUX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CRMVX with Any Fund or Stock
Compare CRMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRMVX with funds that move differently
Potomac Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRMVX.
Explore CRMVX Diversifiers