Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRMMX (CRM MID CAP VALUE FUND INVESTOR) | 10.59% | 26.59% | 12.91% | 1.83% | 7.61% | 8.23% | 7.39% | … | … |
Data as of 06/05/2026, Common starting date is 12/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRMMX (CRM MID CAP VALUE FUND INVESTOR) | 12/14/2000 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 26.59 | 12.91 | 1.83 | 7.61 | 8.23 | 7.39 | … | … | 10.59 | 8.93 | 8.64 | 6.43 | -12.12 | 7.94 | 8.82 | 24.61 | -7.14 | 18.93 | 16.03 | -2.47 | 5.88 | 33.10 | 17.61 | -7.13 | 18.71 | 28.41 | -35.11 | 10.13 | 16.95 | 7.71 | 24.65 | 41.43 | -17.32 | 11.70 | 4.61 |
| Sharpe Ratio | NA | 1.35 | 0.54 | -0.04 | 0.30 | NA | NA | … | … | 1.15 | 0.28 | 0.35 | 0.19 | -0.60 | 0.31 | 0.24 | 1.91 | -0.58 | 2.34 | 1.05 | -0.16 | 0.47 | 2.63 | 1.41 | -0.28 | 0.93 | 1.08 | -0.95 | 0.45 | 1.25 | 0.52 | 2.29 | 2.99 | -0.89 | 0.54 | 8.53 |
| Standard Deviation(%) | NA | 17.75 | 17.74 | 20.38 | 20.08 | NA | NA | … | … | 20.75 | 21.37 | 14.16 | 15.10 | 22.64 | 25.19 | 36.01 | 12.13 | 14.84 | 7.85 | 15.00 | 15.16 | 12.60 | 12.57 | 12.55 | 25.43 | 19.98 | 26.14 | 37.72 | 15.62 | 10.85 | 10.59 | 10.34 | 13.63 | 20.65 | 17.50 | 24.29 |
| Draw Down(%) | NA | 12.38 | 24.14 | 33.78 | 39.68 | NA | NA | … | … | 12.38 | 21.81 | 8.22 | 17.20 | 19.11 | 20.90 | 39.68 | 6.56 | 22.66 | 3.80 | 11.41 | 13.45 | 10.77 | 5.62 | 9.29 | 26.25 | 17.22 | 21.66 | 46.41 | 10.27 | 9.89 | 6.62 | 7.80 | 10.94 | 32.06 | 22.49 | 4.08 |
| Yield(%) | 0.00 | 6.69 | 7.86 | 3.89 | 6.27 | 8.00 | 7.29 | … | … | 0.00 | 6.41 | 10.18 | 6.46 | 1.05 | 1.14 | 0.41 | 3.56 | 8.78 | 20.09 | 4.63 | 28.49 | 24.18 | 19.25 | 1.19 | 0.50 | 0.52 | 0.36 | 0.83 | 10.89 | 6.69 | 3.83 | 5.37 | 0.00 | 0.00 | 0.00 | 0.36 |
Data as of 06/05/2026, Common starting date is 12/14/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRMMX (CRM MID CAP VALUE FUND INVESTOR) |
-11.00%
Feb 2006 – Feb 2009 |
-1.21%
May 2007 – May 2012 |
5.10%
Apr 2015 – Apr 2025 |
5.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRMMX (CRM MID CAP VALUE FUND INVESTOR) |
27.90%
Mar 2003 – Mar 2006 |
20.67%
Sep 2002 – Sep 2007 |
14.27%
Feb 2009 – Feb 2019 |
11.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart