Nasdaq - Delayed Quote USD

CRM Long/Short Opportunities Instl (CRIHX)

12.11
-0.04
(-0.33%)
As of 8:05:28 AM EDT. Market Open.

Fund Summary

The fund invests at least 80% of its assets in long and short positions in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the S&P 500 Index that are publicly traded on a U.S. securities market. Equity and equity related securities include: common and preferred stocks, and warrants on common stock. It will hold long equity securities that the Adviser has identified as undervalued and take short positions in equity securities that the Adviser has identified as overvalued or poised for underperformance.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 20.44%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return -6.05%
5y Average Return 8.24%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.47
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CRIHXCategory AverageCRIHXCategory AverageCRIHXCategory Average
Alpha -4.29 -0.02 -1.51 -0.02 -- -0.03
BETA 0.47 0.01 0.43 0 -- 0.01
Mean Annual Return 0.35 0.01 0.58 0.01 -- 0
R-squared 58.07 0.58 50.22 0.54 -- 0.54
Standard Deviation 10.09 0.13 9.84 0.11 -- 0.1
Sharpe Ratio -0.04 0 0.42 0.01 -- 0
Treynor Ratio -2.04 0.05 8.85 0.16 -- 0.07

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