Nasdaq - Delayed Quote USD
CRM Small Cap Value Inv (CRMSX)
12.56
+0.17
+(1.37%)
At close: 8:04:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -9.57% |
| 5y Average Return | 11.15% |
| Number of Years Up | 20 |
| Number of Years Down | 9 |
| Best 1Y Total Return (May 30, 2025) | 37.80% |
| Worst 1Y Total Return (May 30, 2025) | -- |
| Best 3Y Total Return | 37.80% |
| Worst 3Y Total Return | 0.97% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CRMSX
Category
- YTD
- -12.39%
- 20.19%
- 1-Month
- -3.51%
- 0.02%
- 3-Month
- -14.13%
- 4.36%
- 1-Year
- 3.77%
- 60.18%
- 3-Year
- 5.58%
- 11.32%
- 5-Year
- 11.21%
- 13.88%
- 10-Year
- 5.56%
- 11.19%
- Last Bull Market
- 27.70%
- 27.98%
- Last Bear Market
- -11.64%
- -24.08%
Annual Total Return (%) History
Jahr
CRMSX
Category
Past Quarterly Returns
| Jahr | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.20% | -- | -- | -- |
| 2024 | 4.91% | 0.30% | 8.96% | 2.90% |
| 2023 | -0.98% | 2.97% | -3.36% | 11.30% |
| 2022 | -3.55% | -11.64% | 0.26% | 9.65% |
| 2021 | 15.24% | 2.42% | -6.46% | 5.70% |
| 2020 | -38.57% | 19.62% | -1.87% | 34.15% |
| 2019 | 15.81% | 1.66% | 1.43% | 5.28% |
| 2018 | -3.73% | 3.69% | 3.73% | -18.25% |
| 2017 | -0.34% | 3.02% | 7.59% | 3.51% |
| 2016 | 1.98% | 2.52% | 7.31% | 10.98% |
| 2015 | 3.65% | 0.50% | -10.06% | 4.09% |
| 2014 | -0.22% | 1.51% | -5.99% | 9.40% |
| 2013 | 13.00% | 1.76% | 9.30% | 9.64% |
| 2012 | 10.93% | -2.96% | 4.94% | 2.76% |
| 2011 | 4.88% | -1.79% | -24.63% | 11.45% |
| 2010 | 8.02% | -13.57% | 12.71% | 22.03% |
| 2009 | -10.92% | 17.99% | 16.33% | 5.63% |
| 2008 | -3.87% | -4.23% | -1.12% | -23.79% |
| 2007 | 2.52% | 6.72% | -6.95% | -5.11% |
| 2006 | 8.49% | -4.18% | 1.09% | 8.91% |
| 2005 | -3.08% | 3.61% | 4.92% | 4.77% |
| 2004 | 10.83% | -2.48% | -3.68% | 13.18% |
| 2003 | -5.48% | 27.30% | 7.44% | 14.74% |
| 2002 | 7.56% | -5.96% | -19.33% | 0.70% |
| 2001 | 6.27% | 16.68% | -15.57% | 20.68% |
| 2000 | 0.19% | 2.98% | 10.52% | 3.52% |
| 1999 | -10.56% | 17.64% | -4.42% | 10.36% |
| 1998 | 15.27% | -5.47% | -22.80% | 4.37% |
| 1997 | -2.64% | 17.44% | 10.29% | -3.47% |
| 1996 | 11.65% | 11.85% | 2.31% | 8.75% |
| 1995 | 7.30% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 73 |
| 1-Month | 67 |
| 3-Month | 65 |
| 1-Year | 15 |
| 3-Year | 24 |
| 5-Year | 58 |
Load Adjusted Returns
| 1-Year | 3.77% |
| 3-Year | 5.58% |
| 5-Year | 11.21% |
| 10-Year | 5.56% |
Performance & Risk
| YTD Return | -9.57% |
| 5y Average Return | 11.15% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | CRM |
| Net Assets | 61.81M |
| YTD Return | -12.39% |
| Yield | 0.33% |
| Morningstar Rating | |
| Inception Date | Jan 27, 1998 |
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 2000 Value Index ("small cap companies") that are publicly traded on a U.S. securities market.
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