Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRMAX (CRM SMALL/MID CAP VALUE FUND INVESTOR) | 17.12% | 33.10% | 15.85% | -0.19% | 6.59% | 7.25% | 7.10% | … | … |
Data as of 06/10/2026, Common starting date is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRMAX (CRM SMALL/MID CAP VALUE FUND INVESTOR) | 05/18/2005 | 06/10/2026 |
| 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 (%) | -0.08 | 33.10 | 15.85 | -0.19 | 6.59 | 7.25 | 7.10 | … | … | 17.12 | 3.89 | 16.53 | 8.77 | -15.66 | -5.73 | 6.85 | 25.69 | -7.84 | 13.97 | 17.14 | -7.59 | 4.08 | 33.58 | 18.27 | -5.51 | 23.70 | 27.07 | -31.46 | 8.16 | 19.17 | 9.05 |
| Sharpe Ratio | NA | 1.63 | 0.64 | -0.13 | 0.21 | NA | NA | … | … | 1.71 | 0.04 | 0.75 | 0.31 | -0.72 | -0.16 | 0.17 | 1.82 | -0.58 | 1.36 | 1.04 | -0.50 | 0.31 | 2.70 | 1.31 | -0.19 | 1.10 | 1.05 | -0.85 | 0.32 | 1.31 | 1.14 |
| Standard Deviation(%) | NA | 19.74 | 19.74 | 24.51 | 23.18 | NA | NA | … | … | 22.20 | 22.80 | 17.25 | 16.74 | 23.87 | 36.21 | 39.28 | 13.30 | 15.92 | 9.82 | 16.29 | 15.31 | 13.10 | 12.43 | 14.00 | 28.50 | 21.43 | 25.76 | 37.93 | 15.73 | 12.11 | 10.94 |
| Draw Down(%) | NA | 12.79 | 27.73 | 44.53 | 44.53 | NA | NA | … | … | 12.79 | 24.98 | 8.67 | 17.12 | 19.22 | 31.58 | 41.56 | 8.08 | 24.39 | 5.23 | 11.62 | 16.32 | 11.32 | 5.52 | 9.97 | 28.00 | 19.47 | 21.23 | 46.68 | 11.96 | 10.52 | 7.45 |
| Yield(%) | 0.00 | 5.65 | 7.72 | 3.20 | 6.52 | 7.53 | 7.56 | … | … | 0.00 | 5.20 | 15.44 | 0.68 | 0.50 | 1.39 | 0.25 | 3.29 | 14.17 | 25.57 | 2.48 | 10.04 | 20.42 | 14.71 | 2.23 | 7.66 | 0.00 | 0.00 | 0.36 | 6.68 | 6.84 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CRMAX (CRM SMALL/MID CAP VALUE FUND INVESTOR) |
-10.46%
Apr 2021 – Apr 2024 |
-3.10%
Sep 2018 – Sep 2023 |
2.15%
Oct 2013 – Oct 2023 |
4.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRMAX (CRM SMALL/MID CAP VALUE FUND INVESTOR) |
22.71%
Feb 2009 – Feb 2012 |
21.61%
Feb 2009 – Feb 2014 |
13.67%
Feb 2009 – Feb 2019 |
9.32%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart