Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRMSX (CRM SMALL CAP VALUE FUND INVESTOR) | 13.85% | 29.18% | 15.63% | 0.67% | 5.67% | 6.59% | 5.85% | … | … |
Data as of 06/05/2026, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRMSX (CRM SMALL CAP VALUE FUND INVESTOR) | 06/28/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 29.18 | 15.63 | 0.67 | 5.67 | 6.59 | 5.85 | … | … | 13.85 | 2.61 | 17.87 | 9.71 | -19.19 | 3.65 | -3.28 | 25.82 | -15.48 | 14.13 | 24.67 | -2.49 | 4.32 | 37.83 | 16.06 | -13.74 | 28.55 | 29.15 | -30.61 | -3.77 | 14.23 | 10.31 | 17.82 | 48.33 | -17.82 | 26.34 | 18.04 | 10.99 | -12.21 | 21.73 | 11.27 |
| Sharpe Ratio | NA | 1.39 | 0.62 | -0.08 | 0.18 | NA | NA | … | … | 1.55 | -0.01 | 0.76 | 0.34 | -0.84 | 0.14 | -0.08 | 1.73 | -1.04 | 1.10 | 1.40 | -0.16 | 0.29 | 2.76 | 1.08 | -0.43 | 1.19 | 1.00 | -0.76 | -0.38 | 0.79 | 0.58 | 1.24 | 2.81 | -0.82 | 1.27 | 0.68 | 0.55 | -0.84 | 1.51 | 1.76 |
| Standard Deviation(%) | NA | 19.11 | 19.81 | 21.69 | 23.61 | NA | NA | … | … | 21.15 | 21.52 | 18.86 | 17.93 | 24.57 | 26.13 | 46.75 | 14.06 | 16.22 | 12.26 | 17.42 | 15.62 | 14.61 | 13.71 | 14.99 | 31.77 | 23.99 | 29.04 | 41.25 | 18.30 | 13.77 | 13.84 | 13.60 | 16.96 | 23.23 | 19.10 | 20.23 | 13.76 | 18.60 | 11.91 | 11.19 |
| Draw Down(%) | NA | 13.29 | 26.72 | 39.38 | 47.66 | NA | NA | … | … | 13.29 | 22.43 | 8.60 | 13.54 | 28.87 | 21.04 | 47.66 | 8.49 | 24.17 | 6.29 | 12.66 | 13.73 | 10.65 | 5.57 | 9.68 | 32.15 | 22.43 | 26.44 | 46.76 | 17.85 | 12.89 | 9.20 | 15.41 | 15.46 | 33.54 | 20.15 | 12.01 | 15.94 | 39.49 | 9.62 | 9.16 |
| Yield(%) | 0.00 | 10.97 | 9.35 | 3.81 | 6.42 | 7.25 | 6.16 | … | … | 0.00 | 10.03 | 11.10 | 4.67 | 0.38 | 0.06 | 0.45 | 8.38 | 9.26 | 16.19 | 8.93 | 18.62 | 21.25 | 14.84 | 2.03 | 13.96 | 0.14 | 0.00 | 0.33 | 15.48 | 14.83 | 13.56 | 9.69 | 0.00 | 3.09 | 9.15 | 5.44 | 0.00 | 0.02 | 6.16 | 6.43 |
Data as of 06/05/2026, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRMSX (CRM SMALL CAP VALUE FUND INVESTOR) |
-15.60%
Feb 2006 – Feb 2009 |
-5.10%
Feb 2004 – Feb 2009 |
2.37%
Oct 2013 – Oct 2023 |
3.25%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRMSX (CRM SMALL CAP VALUE FUND INVESTOR) |
30.31%
Mar 2003 – Mar 2006 |
22.37%
Feb 2009 – Feb 2014 |
14.79%
Feb 2009 – Feb 2019 |
11.49%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart