Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRIMX (CRM MID CAP VALUE FUND INSTITUTIONAL) | 10.60% | 26.79% | 13.10% | 6.33% | 10.25% | 10.06% | 8.80% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRIMX (CRM MID CAP VALUE FUND INSTITUTIONAL) | 12/28/1998 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 26.79 | 13.10 | 6.33 | 10.25 | 10.06 | 8.80 | … | … | 10.60 | 2.90 | 8.84 | 6.58 | -9.22 | 29.14 | 10.76 | 24.87 | -7.00 | 19.25 | 16.24 | -2.31 | 6.11 | 33.40 | 17.82 | -6.94 | 18.88 | 28.65 | -34.98 | 10.34 | 17.26 | 7.96 | 24.98 | 41.75 | -17.09 | 12.06 | 49.46 | 4.35 | 3.17 |
| Sharpe Ratio | NA | 1.48 | 0.59 | 0.21 | 0.46 | NA | NA | … | … | 1.33 | 0.09 | 0.37 | 0.20 | -0.48 | 1.75 | 0.29 | 1.92 | -0.57 | 2.38 | 1.07 | -0.15 | 0.48 | 2.66 | 1.43 | -0.27 | 0.94 | 1.10 | -0.95 | 0.46 | 1.28 | 0.54 | 2.32 | 3.01 | -0.88 | 0.56 | 2.61 | 0.06 | 105.70 |
| Standard Deviation(%) | NA | 17.45 | 17.71 | 18.46 | 19.11 | NA | NA | … | … | 20.48 | 22.03 | 14.18 | 15.12 | 22.47 | 16.61 | 35.93 | 12.16 | 14.80 | 7.84 | 14.98 | 15.14 | 12.60 | 12.54 | 12.57 | 25.45 | 20.01 | 25.86 | 37.69 | 15.64 | 10.85 | 10.59 | 10.34 | 13.63 | 20.63 | 17.52 | 17.30 | 15.09 | 12.00 |
| Draw Down(%) | NA | 12.35 | 24.07 | 24.07 | 39.68 | NA | NA | … | … | 12.35 | 21.78 | 8.18 | 17.11 | 19.02 | 7.34 | 39.68 | 6.59 | 22.63 | 3.76 | 11.38 | 13.41 | 10.73 | 5.61 | 9.24 | 26.21 | 17.30 | 21.64 | 46.35 | 10.23 | 9.85 | 6.58 | 7.76 | 10.94 | 31.96 | 22.40 | 9.74 | 20.84 | 0.00 |
| Yield(%) | 0.00 | 6.42 | 7.60 | 7.54 | 8.93 | 9.32 | 8.39 | … | … | 0.00 | 6.15 | 9.78 | 6.26 | 3.77 | 21.06 | 2.20 | 3.66 | 8.64 | 19.72 | 4.67 | 28.08 | 24.00 | 19.24 | 1.49 | 0.70 | 0.68 | 0.60 | 0.97 | 10.96 | 6.82 | 4.02 | 5.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 |
Data as of 06/05/2026, Common starting date is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIMX (CRM MID CAP VALUE FUND INSTITUTIONAL) |
-10.81%
Feb 2006 – Feb 2009 |
-1.03%
May 2007 – May 2012 |
5.76%
Feb 2006 – Feb 2016 |
6.30%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIMX (CRM MID CAP VALUE FUND INSTITUTIONAL) |
28.22%
Mar 2003 – Mar 2006 |
20.97%
Sep 2002 – Sep 2007 |
14.48%
Feb 2009 – Feb 2019 |
12.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart