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CRIMX: CRM MID CAP VALUE FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 23.55 0.26(1.12%) May 02
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (87%) |
Start Date: | 12/28/1998 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 1.08% |
Expenses | 1.16% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/03/1999 |
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(%) | 0.5 | 3.2 | 13.0 | 3.4 | 8.6 | 9.0 | 11.6 | 9.2 | 10.8 | 6.6 | -9.2 | 29.1 | 10.8 | 24.9 | -7.0 | 19.2 | 16.2 | -2.3 | 6.1 | 33.4 | 17.8 | -6.9 | 18.9 | 28.7 | -35.0 | 10.3 | 17.3 | 8.0 | 25.0 | 41.7 | -17.1 | 12.1 | 49.5 | 4.3 | 3.2 |
Sharpe Ratio | NA | 0.53 | 0.73 | 0.06 | 0.31 | 0.44 | NA | NA | 0.5 | 0.16 | -0.47 | 1.75 | 0.29 | 1.93 | -0.56 | 2.39 | 1.07 | -0.15 | 0.48 | 2.66 | 1.43 | -0.27 | 0.94 | 1.1 | -0.95 | 0.47 | 1.3 | 0.55 | 2.32 | 3.01 | -0.88 | 0.57 | 2.62 | 0.07 | 105.7 |
Draw Down(%) | NA | 7.2 | 14.0 | 19.0 | 39.7 | 39.7 | NA | NA | 49.6 | 17.1 | 19.0 | 7.3 | 39.7 | 6.6 | 22.6 | 3.8 | 11.4 | 13.4 | 10.7 | 5.6 | 9.2 | 26.2 | 17.3 | 21.6 | 46.3 | 10.2 | 9.9 | 6.6 | 7.8 | 10.9 | 32.0 | 22.4 | 9.7 | 20.8 | 0.0 |
Standard Deviation(%) | NA | 12.7 | 13.5 | 17.8 | 22.1 | 18.2 | NA | NA | 18.7 | 15.1 | 22.5 | 16.6 | 35.9 | 12.2 | 14.8 | 7.8 | 15.0 | 15.1 | 12.6 | 12.5 | 12.6 | 25.4 | 20.0 | 25.9 | 37.7 | 15.6 | 10.8 | 10.6 | 10.3 | 13.6 | 20.6 | 17.5 | 17.3 | 15.1 | 12.0 |
Treynor Ratio | NA | 0.07 | 0.1 | 0.01 | 0.08 | 0.09 | NA | NA | 0.11 | 0.03 | -0.13 | 0.3 | 0.11 | 0.26 | -0.09 | 0.2 | 0.17 | -0.02 | 0.06 | 0.34 | 0.22 | -0.08 | 0.21 | 0.37 | -0.43 | 0.08 | 0.17 | 0.07 | 0.31 | 0.52 | -0.24 | 0.17 | 1.08 | 0.02 | 38.88 |
Alpha | NA | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.03 | 0.03 | 0.02 | -0.02 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 | -0.03 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.02 | -0.01 | 0.03 | 0.05 | -0.03 | 0.05 | 0.14 | -0.01 | 0.55 |
Beta | NA | 1.01 | 0.97 | 0.89 | 0.92 | 0.92 | NA | NA | 0.82 | 0.93 | 0.84 | 0.97 | 0.94 | 0.9 | 0.88 | 0.93 | 0.95 | 0.96 | 0.97 | 0.98 | 0.82 | 0.92 | 0.91 | 0.77 | 0.83 | 0.91 | 0.83 | 0.83 | 0.77 | 0.79 | 0.77 | 0.6 | 0.42 | 0.62 | 0.33 |
RSquared | NA | 0.88 | 0.88 | 0.88 | 0.9 | 0.91 | NA | NA | 0.86 | 0.88 | 0.93 | 0.76 | 0.94 | 0.9 | 0.94 | 0.87 | 0.93 | 0.94 | 0.92 | 0.94 | 0.95 | 0.97 | 0.97 | 0.94 | 0.95 | 0.94 | 0.91 | 0.9 | 0.88 | 0.88 | 0.88 | 0.61 | 0.49 | 0.49 | 0.91 |
Yield(%) | N/A | 0.0 | 6.4 | 8.7 | 7.9 | 9.2 | 12.9 | 10.1 | N/A | 6.3 | 3.8 | 21.1 | 2.2 | 3.6 | 8.7 | 19.7 | 4.7 | 28.1 | 24.0 | 19.2 | 1.5 | 0.7 | 0.7 | 0.6 | 1.0 | 11.0 | 6.8 | 4.0 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | 44.4 | 143.8 | -63.1 | 119.6 | N/A | N/A | N/A | 44.4 | -80.4 | 928.6 | -26.9 | -64.7 | -56.5 | 380.2 | -88.5 | -3.5 | 35.4 | 1417.5 | 100.0 | 17.6 | 41.7 | -57.1 | -91.4 | 75.8 | 80.6 | -10.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/1999
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