Nasdaq - Delayed Quote USD
CRM Mid Cap Value Instl (CRIMX)
22.40
+0.21
+(0.95%)
At close: 8:04:13 PM EDT
Fund Summary
The fund, under normal circumstances, invests at least 80% of its assets 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 Russell Midcap Value Index ("mid cap companies") that are publicly traded on a U.S. securities market.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.40% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -2.42% |
| 5y Average Return | 13.77% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CRIMX | Category Average | CRIMX | Category Average | CRIMX | Category Average | |
| Alpha | -10.01 | -0.06 | -3.42 | -0.05 | -3.81 | -0.04 |
| BETA | 1.03 | 0.01 | 0.94 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.26 | 0.01 | 0.97 | 0.01 | 0.74 | 0.01 |
| R-squared | 78.96 | 0.88 | 74.71 | 0.85 | 80.04 | 0.84 |
| Standard Deviation | 18.95 | 0.23 | 17.4 | 0.19 | 16.88 | 0.17 |
| Sharpe Ratio | -0.08 | 0.01 | 0.5 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -3.25 | 0.11 | 8.3 | 0.11 | 5.78 | 0.1 |
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