Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) | -3.68% | -8.60% | 1.20% | 1.40% | 2.94% | 6.37% | 5.75% | 6.08% |
Data as of 07/25/2025, AR inception is 05/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) | 05/18/2005 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.43 | -8.60 | 1.20 | 1.40 | 2.94 | 6.37 | 5.75 | 6.08 | -3.68 | 3.01 | 8.97 | -15.33 | -4.50 | 7.18 | 26.10 | -7.66 | 14.23 | 17.48 | -7.44 | 4.27 | 33.85 | 18.51 | -5.33 | 24.01 | 27.50 | -31.36 | 8.49 | 19.36 | 9.12 |
| Sharpe Ratio | NA | -0.44 | -0.10 | -0.02 | 0.06 | NA | NA | 0.22 | -0.37 | -0.16 | 0.28 | -0.70 | -0.13 | 0.18 | 1.84 | -0.57 | 1.40 | 1.06 | -0.49 | 0.33 | 2.73 | 1.33 | -0.19 | 1.11 | 1.07 | -0.85 | 0.35 | 1.34 | 1.15 |
| Standard Deviation(%) | NA | 26.67 | 21.49 | 25.23 | 23.31 | NA | NA | 22.14 | 25.94 | 22.06 | 16.77 | 23.83 | 35.32 | 39.26 | 13.38 | 15.89 | 9.78 | 16.28 | 15.35 | 13.10 | 12.38 | 14.02 | 28.49 | 21.49 | 25.65 | 38.02 | 15.74 | 12.05 | 10.98 |
| Draw Down(%) | NA | 36.14 | 36.14 | 45.70 | 45.70 | NA | NA | 49.19 | 24.91 | 17.84 | 17.07 | 19.07 | 30.82 | 41.52 | 8.10 | 24.34 | 5.21 | 11.53 | 16.23 | 11.26 | 5.51 | 9.92 | 27.99 | 19.46 | 21.31 | 46.63 | 11.89 | 10.49 | 7.35 |
| Yield(%) | 0.00 | 0.44 | 0.68 | 0.88 | 5.29 | 8.11 | 7.21 | 7.68 | 0.00 | 0.48 | 0.84 | 0.65 | 1.51 | 0.44 | 3.48 | 14.08 | 25.15 | 2.73 | 9.92 | 20.73 | 14.79 | 2.42 | 7.60 | 0.15 | 0.14 | 0.55 | 6.78 | 6.83 | 0.00 |
Data as of 07/25/2025, AR inception is 05/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) |
-9.92%
Apr 2021 - Apr 2024 |
-2.63%
Sep 2018 - Sep 2023 |
1.55%
Apr 2015 - Apr 2025 |
4.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIAX (CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL) |
22.98%
Feb 2009 - Feb 2012 |
21.90%
Feb 2009 - Feb 2014 |
13.94%
Feb 2009 - Feb 2019 |
9.58%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart