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CRIAX: CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 10.82 0.05(0.46%) July 10
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 05/18/2005 |
| Last Dividend Date: | 12/05/2024 |
| 12-Mo. Yield | 0.46% |
| Expenses | 1.02% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/18/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | -5.1 | -4.0 | 2.1 | 2.2 | 2.4 | 6.6 | 5.7 | 6.0 | 3.0 | 9.0 | -15.3 | -4.5 | 7.2 | 26.1 | -7.7 | 14.2 | 17.5 | -7.4 | 4.3 | 33.9 | 18.5 | -5.3 | 24.0 | 27.5 | -31.4 | 8.5 | 19.4 | 9.1 |
| Sharpe Ratio | NA | -0.49 | -0.3 | -0.08 | 0.01 | 0.04 | NA | NA | 0.22 | -0.16 | 0.28 | -0.7 | -0.13 | 0.18 | 1.84 | -0.57 | 1.4 | 1.06 | -0.49 | 0.33 | 2.73 | 1.33 | -0.19 | 1.11 | 1.07 | -0.85 | 0.35 | 1.34 | 1.15 |
| Draw Down(%) | NA | 24.9 | 36.1 | 36.1 | 45.7 | 45.7 | NA | NA | 49.2 | 17.8 | 17.1 | 19.1 | 30.8 | 41.5 | 8.1 | 24.3 | 5.2 | 11.5 | 16.2 | 11.3 | 5.5 | 9.9 | 28.0 | 19.5 | 21.3 | 46.6 | 11.9 | 10.5 | 7.4 |
| Standard Deviation(%) | NA | 26.9 | 27.0 | 21.6 | 25.3 | 23.3 | NA | NA | 22.2 | 22.1 | 16.8 | 23.8 | 35.3 | 39.3 | 13.4 | 15.9 | 9.8 | 16.3 | 15.4 | 13.1 | 12.4 | 14.0 | 28.5 | 21.5 | 25.7 | 38.0 | 15.7 | 12.1 | 11.0 |
| Treynor Ratio | NA | -0.12 | -0.07 | -0.02 | 0.0 | 0.01 | NA | NA | 0.05 | -0.03 | 0.05 | -0.19 | -0.04 | 0.07 | 0.25 | -0.1 | 0.12 | 0.17 | -0.08 | 0.04 | 0.35 | 0.2 | -0.05 | 0.25 | 0.36 | -0.39 | 0.06 | 0.18 | 0.14 |
| Alpha | NA | -0.11 | -0.09 | -0.04 | -0.03 | -0.03 | NA | NA | -0.01 | -0.05 | -0.02 | 0.0 | -0.11 | -0.03 | -0.01 | 0.0 | -0.02 | 0.02 | -0.02 | -0.03 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.02 | -0.02 |
| Beta | NA | 1.13 | 1.18 | 1.04 | 1.03 | 1.0 | NA | NA | 0.93 | 1.28 | 1.02 | 0.86 | 1.24 | 0.99 | 0.98 | 0.94 | 1.11 | 1.03 | 0.96 | 1.0 | 0.96 | 0.92 | 1.04 | 0.97 | 0.77 | 0.83 | 0.91 | 0.92 | 0.91 |
| RSquared | NA | 0.88 | 0.68 | 0.74 | 0.6 | 0.73 | NA | NA | 0.83 | 0.56 | 0.85 | 0.87 | 0.34 | 0.88 | 0.87 | 0.92 | 0.79 | 0.93 | 0.9 | 0.9 | 0.94 | 0.94 | 0.98 | 0.96 | 0.96 | 0.96 | 0.93 | 0.9 | 0.85 |
| Yield(%) | N/A | 0.0 | 0.5 | 0.7 | 0.9 | 5.1 | 8.6 | 7.2 | N/A | 0.5 | 0.8 | 0.7 | 1.5 | 0.4 | 3.5 | 14.1 | 25.2 | 2.7 | 9.9 | 20.7 | 14.8 | 2.4 | 7.6 | 0.2 | 0.1 | 0.5 | 6.8 | 6.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -38.4 | -62.9 | -93.8 | -14.8 | N/A | N/A | N/A | -38.4 | 7.5 | -58.5 | 264.2 | -84.6 | -80.7 | -50.5 | 985.2 | -77.5 | -60.0 | 59.3 | 619.0 | -72.4 | 6010.5 | 35.7 | -81.6 | -91.9 | 10.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2005
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