Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRISX (CRM SMALL CAP VALUE FUND INSTITUTIONAL) | 13.97% | 29.47% | 15.85% | 6.42% | 8.77% | 8.74% | 7.51% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRISX (CRM SMALL 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 (%) | 0.00 | 29.47 | 15.85 | 6.42 | 8.77 | 8.74 | 7.51 | … | … | 13.97 | -5.15 | 18.14 | 9.90 | -5.88 | 16.83 | -3.06 | 26.09 | -15.25 | 14.46 | 24.97 | -2.31 | 4.51 | 38.16 | 16.34 | -13.53 | 28.64 | 29.44 | -30.44 | -3.48 | 14.53 | 10.57 | 18.11 | 48.69 | -20.57 | 17.50 | 12.78 | 11.45 | 4.25 |
| Sharpe Ratio | NA | 1.39 | 0.66 | 0.21 | 0.32 | NA | NA | … | … | 1.68 | -0.26 | 0.77 | 0.35 | -0.33 | 0.75 | -0.07 | 1.75 | -1.03 | 1.13 | 1.42 | -0.15 | 0.31 | 2.79 | 1.09 | -0.43 | 1.19 | 1.00 | -0.76 | -0.36 | 0.81 | 0.60 | 1.26 | 2.83 | -0.91 | 0.76 | 0.41 | 0.58 | 339.16 |
| Standard Deviation(%) | NA | 18.87 | 19.89 | 20.23 | 22.94 | NA | NA | … | … | 20.92 | 22.61 | 18.89 | 17.88 | 22.01 | 22.51 | 46.72 | 14.08 | 16.22 | 12.25 | 17.39 | 15.63 | 14.60 | 13.67 | 15.00 | 31.81 | 23.98 | 29.20 | 41.24 | 18.33 | 13.76 | 13.85 | 13.64 | 16.96 | 23.81 | 20.16 | 20.89 | 13.91 | 9.43 |
| Draw Down(%) | NA | 13.23 | 26.61 | 26.61 | 47.63 | NA | NA | … | … | 13.23 | 22.38 | 8.58 | 13.45 | 18.78 | 13.30 | 47.63 | 8.44 | 24.06 | 6.24 | 12.60 | 13.70 | 10.58 | 5.56 | 9.64 | 32.12 | 22.51 | 26.48 | 46.71 | 17.73 | 12.83 | 9.18 | 15.31 | 15.35 | 33.49 | 20.18 | 13.31 | 16.00 | 0.00 |
| Yield(%) | 0.00 | 8.64 | 7.67 | 7.00 | 8.06 | 8.07 | 6.76 | … | … | 0.00 | 7.91 | 9.03 | 3.93 | 11.27 | 11.38 | 0.58 | 7.43 | 8.26 | 14.55 | 8.20 | 17.18 | 19.94 | 14.15 | 2.17 | 13.41 | 0.00 | 0.00 | 0.53 | 15.12 | 14.57 | 13.17 | 9.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
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 |
|---|---|---|---|---|
| CRISX (CRM SMALL CAP VALUE FUND INSTITUTIONAL) |
-15.38%
Feb 2006 – Feb 2009 |
-4.85%
Feb 2004 – Feb 2009 |
4.73%
Mar 2010 – Mar 2020 |
4.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRISX (CRM SMALL CAP VALUE FUND INSTITUTIONAL) |
30.62%
Mar 2003 – Mar 2006 |
22.62%
Feb 2009 – Feb 2014 |
15.05%
Feb 2009 – Feb 2019 |
11.70%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart