Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CRIHX (CRM Long/Short Opport Fund Inst Shares) 10.40% 18.03% 9.17% 5.84% NA NA NA
Data as of 06/03/2026, Common starting date is 08/23/2016
More Performance Analytics Comparison
Name Start Date End Date
CRIHX (CRM Long/Short Opport Fund Inst Shares) 08/23/2016 06/03/2026
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
Annualized Return (%) -0.28 18.03 9.17 5.84 NA NA NA 10.40 -0.39 17.72 6.06 -4.23 5.91 20.46 12.95 -8.43 4.49 -1.20
Sharpe Ratio NA 1.13 0.51 0.24 NA NA NA 1.46 -0.26 1.40 0.35 -0.51 0.40 1.18 1.60 -1.06 0.86 -0.76
Standard Deviation(%) NA 12.93 11.05 11.16 NA NA NA 14.15 12.79 10.07 6.96 11.08 14.84 17.04 7.19 9.32 4.47 4.73
Draw Down(%) NA 9.07 15.87 15.87 NA NA NA 9.07 13.60 4.86 6.22 9.34 9.83 20.55 4.29 16.29 2.93 3.42
Yield(%) 0.00 0.00 3.70 2.66 2.79 1.86 1.39 0.00 0.00 8.89 2.41 1.47 0.79 9.66 0.03 1.56 0.24 0.00
Data as of 06/03/2026, Common starting date is 08/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRIHX (CRM Long/Short Opport Fund Inst Shares) -0.05%
Mar 2017 – Mar 2020
3.71%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CRIHX (CRM Long/Short Opport Fund Inst Shares) 12.95%
Dec 2018 – Dec 2021
9.72%
Nov 2019 – Nov 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return