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CRMAX: CRM SMALL/MID CAP VALUE FUND INVESTOR (MUTUAL FUND)
Basic Info 12.37 0.31(2.44%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 05/18/2005 |
| Last Dividend Date: | 12/03/2025 |
| 12-Mo. Yield | 5.79% |
| Expenses | 1.02% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 15.7 | 34.8 | 16.0 | -0.6 | 6.4 | 7.0 | 6.8 | 7.2 | 3.9 | 16.5 | 8.8 | -15.7 | -5.7 | 6.9 | 25.7 | -7.8 | 14.0 | 17.1 | -7.6 | 4.1 | 33.6 | 18.3 | -5.5 | 23.7 | 27.1 | -31.5 | 8.2 | 19.2 | 9.1 |
| Sharpe Ratio | NA | 1.71 | 1.63 | 0.64 | -0.13 | 0.21 | NA | NA | 0.27 | 0.04 | 0.75 | 0.31 | -0.72 | -0.16 | 0.17 | 1.82 | -0.58 | 1.36 | 1.04 | -0.5 | 0.31 | 2.7 | 1.31 | -0.19 | 1.1 | 1.05 | -0.85 | 0.32 | 1.31 | 1.14 |
| Draw Down(%) | NA | 12.8 | 12.8 | 27.7 | 44.5 | 44.5 | NA | NA | 49.3 | 25.0 | 8.7 | 17.1 | 19.2 | 31.6 | 41.6 | 8.1 | 24.4 | 5.2 | 11.6 | 16.3 | 11.3 | 5.5 | 10.0 | 28.0 | 19.5 | 21.2 | 46.7 | 12.0 | 10.5 | 7.5 |
| Standard Deviation(%) | NA | 22.2 | 19.7 | 19.7 | 24.5 | 23.2 | NA | NA | 21.9 | 22.8 | 17.3 | 16.7 | 23.9 | 36.2 | 39.3 | 13.3 | 15.9 | 9.8 | 16.3 | 15.3 | 13.1 | 12.4 | 14.0 | 28.5 | 21.4 | 25.8 | 37.9 | 15.7 | 12.1 | 10.9 |
| Treynor Ratio | NA | 0.28 | 0.23 | 0.11 | -0.03 | 0.05 | NA | NA | 0.06 | 0.01 | 0.1 | 0.05 | -0.2 | -0.05 | 0.07 | 0.25 | -0.1 | 0.12 | 0.16 | -0.08 | 0.04 | 0.35 | 0.2 | -0.05 | 0.24 | 0.35 | -0.39 | 0.06 | 0.17 | 0.14 |
| Alpha | NA | 0.04 | 0.04 | -0.01 | -0.03 | -0.02 | NA | NA | -0.01 | -0.03 | 0.0 | -0.03 | 0.0 | -0.11 | -0.04 | -0.01 | 0.0 | -0.02 | 0.02 | -0.03 | -0.03 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.02 | -0.02 |
| Beta | NA | 1.38 | 1.4 | 1.21 | 1.06 | 1.02 | NA | NA | 0.94 | 1.19 | 1.24 | 1.02 | 0.86 | 1.25 | 0.99 | 0.97 | 0.94 | 1.11 | 1.03 | 0.95 | 1.0 | 0.96 | 0.91 | 1.04 | 0.97 | 0.78 | 0.83 | 0.91 | 0.92 | 0.91 |
| RSquared | NA | 0.76 | 0.78 | 0.82 | 0.63 | 0.74 | NA | NA | 0.83 | 0.85 | 0.82 | 0.86 | 0.86 | 0.33 | 0.87 | 0.87 | 0.92 | 0.79 | 0.93 | 0.9 | 0.91 | 0.93 | 0.94 | 0.98 | 0.96 | 0.96 | 0.96 | 0.93 | 0.9 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 15.4 | 0.7 | 0.5 | 1.4 | 0.2 | 3.3 | 14.2 | 25.6 | 2.5 | 10.0 | 20.4 | 14.7 | 2.2 | 7.7 | 0.0 | 0.0 | 0.4 | 6.7 | 6.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -65.7 | 2335.8 | 13.6 | -65.9 | 496.6 | -90.8 | -81.9 | -51.3 | 1113.5 | -79.9 | -58.9 | 57.5 | 677.1 | -74.8 | N/A | N/A | -100.0 | -94.6 | 8.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2004
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