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CRM Small/Mid Cap Value Inv (CRMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.18+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.27%
5-year average return9.24%
Number of years up14
Number of years down5
Best 1-yr total return (9 May 2024)33.59%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return33.59%
Worst 3-yr total return4.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCRMAXCategory
YTD-1.22%17.04%
1-month-8.14%-0.01%
3-month0.77%5.47%
1-year7.22%50.44%
3-year0.73%13.15%
5-year7.52%13.75%
10-year7.34%11.35%
Last bull market27.04%25.95%
Last bear market-10.77%-22.55%

Annual total return (%) history

Year
CRMAXCategory
2024
N/AN/A
2023
8.77%N/A
2022
-10.85%N/A
2021
26.99%N/A
2020
13.02%12.39%
2019
25.66%26.21%
2018
-7.67%-11.15%
2017
14.22%15.93%
2016
17.14%14.14%
2015
-7.59%-4.75%
2014
3.92%7.80%
2013
33.59%34.10%
2012
18.26%16.15%
2011
-5.38%-3.81%
2010
23.70%22.52%
2009
27.07%37.39%
2008
-31.47%-39.18%
2007
8.16%4.85%
2006
19.16%14.03%
2005
6.41%9.25%
2004
N/A16.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.53%N/AN/AN/A
20231.63%2.10%-5.98%11.49%
2022-4.95%-10.77%-3.72%9.18%
202113.44%7.78%-3.77%7.93%
2020-29.60%16.99%8.75%26.18%
201916.39%1.25%0.35%6.26%
20180.08%6.68%5.27%-17.85%
20171.65%2.76%3.58%5.57%
20161.81%3.72%5.23%5.41%
20154.35%0.46%-12.85%1.15%
20141.36%4.19%-4.13%2.64%
201312.32%0.41%8.15%9.53%
201214.52%-4.79%4.53%3.76%
20115.21%1.33%-22.73%14.86%
20108.34%-12.73%13.19%15.59%
2009-5.14%11.28%14.91%4.76%
2008-7.51%0.39%-6.47%-21.08%
20075.07%9.45%-1.26%-4.75%
20069.60%-3.49%3.85%8.48%
2005-1.72%1.05%3.80%3.22%
200414.55%N/AN/AN/A

Rank in category (by total return)

YTD94
1-month99
3-month91
1-year92
3-year79
5-year81

Load adjusted returns

1-year7.22%
3-year0.73%
5-year7.52%
10-year7.34%