CRMSX Mutual Fund

NAV$15.37

Returns Overview

1 Month
-2.29%
3 Months
+9.79%
6 Months
+14.11%
YTD
+19.43%
1 Year
+36.43%
3 Years (annualized)
+17.33%
5 Years (annualized)
+11.35%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.43%
Peer Avg (YTD)
+18.52%
vs Peers
+0.90%

CRMSX Mutual Fund Performance

CRMSX performance across multiple time periods: 1-month -2.29%, YTD 19.43%, 1-year 36.43%, 3-year 17.33%, 5-year 11.35%, 10-year 10.95%.

CRMSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

CRMSX performance comparison shows side-by-side returns with another fund. CRMSX alternatives are available in the Mutual Fund Screener.