CRTOX vs. CRMVX

Last updated Apr 2, 2026

Compare and contrast key facts about Conquer Risk Tactical Opportunities Fund (CRTOX) and Conquer Risk Managed Volatility Fund (CRMVX).

CRTOX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020. CRMVX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020.

Performance

CRTOX vs. CRMVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Conquer Risk Tactical Opportunities Fund (CRTOX) and Conquer Risk Managed Volatility Fund (CRMVX). The values are adjusted to include any dividend payments, if applicable.

CRTOX vs. CRMVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
CRTOX Conquer Risk Tactical Opportunities Fund	1.00%	11.98%	8.39%	15.76%	-14.53%	-2.00%	19.81%
CRMVX Conquer Risk Managed Volatility Fund	0.81%	4.91%	1.22%	0.25%	4.76%	0.61%	3.98%

Returns By Period

In the year-to-date period, CRTOX achieves a 1.00% return, which is significantly higher than CRMVX's 0.81% return.

CRTOX

• 1D: 4.43%
• 1M: -2.03%
• YTD: 1.00%
• 6M: 2.50%
• 1Y: 17.66%
• 3Y*: 7.15%
• 5Y*: 2.73%
• 10Y*: —

CRMVX

• 1D: -0.30%
• 1M: 0.40%
• YTD: 0.81%
• 6M: 1.01%
• 1Y: 6.50%
• 3Y*: 3.99%
• 5Y*: 2.59%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CRTOX vs. CRMVX - Expense Ratio Comparison

CRTOX has a 1.63% expense ratio, which is higher than CRMVX's 1.62% expense ratio.

CRTOX

Conquer Risk Tactical Opportunities Fund

CRMVX

Conquer Risk Managed Volatility Fund

Return for Risk

CRTOX vs. CRMVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRTOX

CRTOX Risk / Return Rank: 55
CRTOX Sharpe Ratio Rank: 38
CRTOX Sortino Ratio Rank: 54
CRTOX Omega Ratio Rank: 62
CRTOX Calmar Ratio Rank: 65
CRTOX Martin Ratio Rank: 53

CRMVX

CRMVX Risk / Return Rank: 79
CRMVX Sharpe Ratio Rank: 80
CRMVX Sortino Ratio Rank: 80
CRMVX Omega Ratio Rank: 80
CRMVX Calmar Ratio Rank: 85
CRMVX Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRTOX vs. CRMVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Conquer Risk Tactical Opportunities Fund (CRTOX) and Conquer Risk Managed Volatility Fund (CRMVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	CRTOX	CRMVX	Difference
Sharpe ratio Return per unit of total volatility	0.93	1.59	-0.66
Sortino ratio Return per unit of downside risk	1.61	2.17	-0.55
Omega ratio Gain probability vs. loss probability	1.26	1.33	-0.07
Calmar ratio Return relative to maximum drawdown	1.75	2.39	-0.63
Martin ratio Return relative to average drawdown	6.04	7.77	-1.72
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CRTOX vs. CRMVX - Sharpe Ratio Comparison

The current CRTOX Sharpe Ratio is 0.93, which is lower than the CRMVX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of CRTOX and CRMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CRTOX	CRMVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.93	1.59	-0.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	0.00	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.00	0.00	0.00

Correlation

The correlation between CRTOX and CRMVX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

CRTOX vs. CRMVX - Dividend Comparison

CRTOX's dividend yield for the trailing twelve months is around 12.17%, more than CRMVX's 5.71% yield.

	TTM	2025	2024	2023	2022	2021	2020
CRTOX Conquer Risk Tactical Opportunities Fund	12.17%	12.29%	4.58%	0.67%	0.00%	15.16%	2.98%
CRMVX Conquer Risk Managed Volatility Fund	5.71%	5.75%	3.75%	2.74%	0.57%	2.59%	0.95%

Drawdowns

CRTOX vs. CRMVX - Drawdown Comparison

The maximum CRTOX drawdown since its inception was -98.92%, roughly equal to the maximum CRMVX drawdown of -97.39%. Use the drawdown chart below to compare losses from any high point for CRTOX and CRMVX.

Drawdown Indicators

	CRTOX	CRMVX	Difference
Max Drawdown Largest peak-to-trough decline	-98.92%	-97.39%	-1.53%
Max Drawdown (1Y) Largest decline over 1 year	-10.49%	-2.81%	-7.68%
Max Drawdown (5Y) Largest decline over 5 years	-98.92%	-97.39%	-1.53%
Current Drawdown Current decline from peak	-98.59%	-97.14%	-1.45%
Average Drawdown Average peak-to-trough decline	-30.65%	-22.05%	-8.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.04%	0.86%	+2.18%

Volatility

CRTOX vs. CRMVX - Volatility Comparison

Conquer Risk Tactical Opportunities Fund (CRTOX) has a higher volatility of 6.25% compared to Conquer Risk Managed Volatility Fund (CRMVX) at 1.80%. This indicates that CRTOX's price experiences larger fluctuations and is considered to be riskier than CRMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CRTOX	CRMVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.25%	1.80%	+4.45%
Volatility (6M) Calculated over the trailing 6-month period	12.15%	2.99%	+9.16%
Volatility (1Y) Calculated over the trailing 1-year period	19.95%	4.17%	+15.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3,567.72%	1,708.90%	+1,858.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3,327.60%	1,593.93%	+1,733.67%