Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) | 15.77% | 34.95% | 16.23% | -0.11% | 6.72% | 7.39% | 7.13% | … | … |
Data as of 06/05/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) | 05/18/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 34.95 | 16.23 | -0.11 | 6.72 | 7.39 | 7.13 | … | … | 15.77 | 4.20 | 16.66 | 8.97 | -15.33 | -4.50 | 7.18 | 26.10 | -7.66 | 14.23 | 17.48 | -7.44 | 4.27 | 33.85 | 18.51 | -5.33 | 24.01 | 27.50 | -31.36 | 8.49 | 19.36 | 9.12 |
| Sharpe Ratio | NA | 1.64 | 0.66 | -0.11 | 0.22 | NA | NA | … | … | 1.71 | 0.06 | 0.75 | 0.32 | -0.71 | -0.13 | 0.18 | 1.84 | -0.57 | 1.39 | 1.06 | -0.49 | 0.33 | 2.73 | 1.33 | -0.19 | 1.11 | 1.07 | -0.85 | 0.34 | 1.33 | 1.14 |
| Standard Deviation(%) | NA | 19.75 | 19.79 | 24.27 | 23.05 | NA | NA | … | … | 22.32 | 22.83 | 17.29 | 16.77 | 23.83 | 35.32 | 39.26 | 13.38 | 15.89 | 9.78 | 16.28 | 15.35 | 13.10 | 12.38 | 14.02 | 28.49 | 21.49 | 25.65 | 38.02 | 15.74 | 12.05 | 10.98 |
| Draw Down(%) | NA | 12.75 | 27.67 | 43.62 | 43.62 | NA | NA | … | … | 12.75 | 24.91 | 8.70 | 17.07 | 19.07 | 30.82 | 41.52 | 8.10 | 24.34 | 5.21 | 11.53 | 16.23 | 11.26 | 5.51 | 9.92 | 27.99 | 19.46 | 21.31 | 46.63 | 11.89 | 10.49 | 7.35 |
| Yield(%) | 0.00 | 5.75 | 7.71 | 3.21 | 6.51 | 7.53 | 7.42 | … | … | 0.00 | 5.18 | 14.92 | 0.84 | 0.65 | 1.51 | 0.44 | 3.48 | 14.08 | 25.15 | 2.73 | 9.92 | 20.73 | 14.79 | 2.42 | 7.60 | 0.15 | 0.14 | 0.55 | 6.78 | 6.83 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) |
-9.92%
Apr 2021 – Apr 2024 |
-2.63%
Sep 2018 – Sep 2023 |
2.52%
Oct 2013 – Oct 2023 |
4.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) |
22.98%
Feb 2009 – Feb 2012 |
21.90%
Feb 2009 – Feb 2014 |
13.94%
Feb 2009 – Feb 2019 |
9.58%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart