Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRMEX (CRM ALL CAP VALUE FUND INVESTOR SHARES) | 13.09% | 35.22% | 16.78% | 1.55% | 6.55% | 7.31% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRMEX (CRM ALL CAP VALUE FUND INVESTOR SHARES) | 10/31/2006 | 06/05/2026 |
| 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 (%) | -1.63 | 35.22 | 16.78 | 1.55 | 6.55 | 7.31 | NA | … | … | 13.09 | 11.04 | 15.56 | 5.42 | -15.59 | -0.99 | 11.82 | 22.37 | -13.87 | 18.54 | 12.66 | 1.14 | 4.40 | 29.85 | 18.14 | -9.90 | 18.59 | 31.22 | -36.35 | 4.00 | 2.89 |
| Sharpe Ratio | NA | 1.91 | 0.76 | -0.02 | 0.24 | NA | NA | … | … | 1.70 | 0.35 | 0.79 | 0.11 | -0.67 | -0.04 | 0.30 | 1.64 | -0.95 | 2.33 | 0.79 | 0.07 | 0.35 | 2.47 | 1.41 | -0.37 | 0.88 | 1.15 | -0.96 | 0.06 | 2.02 |
| Standard Deviation(%) | NA | 19.17 | 19.31 | 22.54 | 21.89 | NA | NA | … | … | 22.46 | 23.60 | 15.15 | 16.27 | 25.45 | 28.26 | 38.42 | 12.77 | 16.17 | 7.72 | 15.82 | 15.01 | 12.67 | 12.06 | 12.90 | 26.76 | 20.99 | 27.05 | 38.81 | 15.42 | 7.68 |
| Draw Down(%) | NA | 12.20 | 25.73 | 39.35 | 42.66 | NA | NA | … | … | 12.20 | 25.35 | 7.82 | 18.61 | 19.71 | 23.59 | 42.53 | 8.24 | 24.72 | 3.22 | 11.84 | 12.69 | 10.50 | 6.08 | 9.88 | 27.73 | 19.28 | 23.44 | 48.93 | 11.90 | 1.74 |
| Yield(%) | 0.00 | 10.33 | 8.41 | 3.52 | 6.45 | 7.68 | 6.19 | … | … | 0.00 | 9.65 | 11.56 | 1.99 | 0.18 | 0.54 | 0.32 | 7.06 | 17.95 | 16.90 | 5.08 | 23.36 | 22.38 | 10.56 | 1.45 | 2.10 | 0.32 | 0.09 | 0.08 | 2.19 | 0.19 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CRMEX (CRM ALL CAP VALUE FUND INVESTOR SHARES) |
-10.93%
Jun 2007 – Jun 2010 |
-2.53%
May 2007 – May 2012 |
2.98%
Oct 2013 – Oct 2023 |
3.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRMEX (CRM ALL CAP VALUE FUND INVESTOR SHARES) |
21.91%
Feb 2009 – Feb 2012 |
20.21%
Feb 2009 – Feb 2014 |
13.20%
Feb 2009 – Feb 2019 |
9.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart