Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRIEX (CRM ALL CAP VALUE FUND INSTITUTIONAL SHARES) | 16.35% | 38.82% | 18.12% | 2.48% | 7.20% | 7.82% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRIEX (CRM ALL CAP VALUE FUND INSTITUTIONAL SHARES) | 10/31/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 38.82 | 18.12 | 2.48 | 7.20 | 7.82 | NA | … | … | 16.35 | 11.31 | 15.83 | 5.68 | -15.27 | -0.11 | 12.22 | 22.58 | -13.51 | 18.79 | 12.78 | 1.52 | 4.54 | 30.10 | 18.50 | -9.67 | 18.42 | 31.66 | -36.26 | 4.29 | 2.93 |
| Sharpe Ratio | NA | 1.93 | 0.77 | 0.00 | 0.25 | NA | NA | … | … | 1.70 | 0.36 | 0.80 | 0.13 | -0.66 | 0.00 | 0.31 | 1.63 | -0.93 | 2.36 | 0.79 | 0.10 | 0.36 | 2.49 | 1.44 | -0.36 | 0.88 | 1.16 | -0.96 | 0.07 | 2.09 |
| Standard Deviation(%) | NA | 19.17 | 19.36 | 22.50 | 21.89 | NA | NA | … | … | 22.66 | 23.62 | 15.23 | 16.34 | 25.51 | 27.88 | 38.50 | 12.98 | 16.04 | 7.71 | 15.84 | 15.11 | 12.72 | 12.09 | 12.89 | 26.69 | 20.92 | 27.17 | 38.74 | 15.37 | 7.56 |
| Draw Down(%) | NA | 12.27 | 25.72 | 38.63 | 42.58 | NA | NA | … | … | 12.27 | 25.40 | 7.80 | 18.55 | 19.60 | 23.09 | 42.58 | 8.19 | 24.66 | 3.18 | 11.82 | 12.65 | 10.48 | 5.95 | 9.81 | 27.61 | 19.48 | 23.44 | 48.84 | 11.79 | 1.70 |
| Yield(%) | 0.00 | 9.88 | 8.24 | 3.55 | 6.52 | 7.79 | 6.32 | … | … | 0.00 | 9.27 | 11.22 | 2.20 | 0.39 | 0.80 | 0.57 | 7.12 | 17.79 | 16.71 | 5.30 | 23.42 | 22.46 | 10.75 | 1.70 | 2.09 | 0.00 | 0.22 | 0.22 | 2.37 | 0.23 |
Data as of 06/04/2026, Common starting date is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIEX (CRM ALL CAP VALUE FUND INSTITUTIONAL SHARES) |
-10.81%
Jun 2007 – Jun 2010 |
-2.35%
May 2007 – May 2012 |
3.31%
Oct 2013 – Oct 2023 |
4.07%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRIEX (CRM ALL CAP VALUE FUND INSTITUTIONAL SHARES) |
22.10%
Feb 2009 – Feb 2012 |
20.44%
Feb 2009 – Feb 2014 |
13.45%
Feb 2009 – Feb 2019 |
9.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart