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CRM Mid Cap Value Inv (CRMMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.54-0.23 (-1.01%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.89%
5-year average return9.59%
Number of years up17
Number of years down6
Best 1-yr total return (27 May 2024)33.10%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return33.10%
Worst 3-yr total return6.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCRMMXCategory
YTD1.77%17.04%
1-month-7.17%-0.01%
3-month2.97%5.47%
1-year9.90%50.44%
3-year2.75%13.15%
5-year7.94%13.75%
10-year8.64%11.35%
Last bull market27.31%25.95%
Last bear market-10.45%-22.55%

Annual total return (%) history

Year
CRMMXCategory
2024
N/AN/A
2023
6.39%N/A
2022
-9.37%N/A
2021
29.09%N/A
2020
10.55%12.39%
2019
24.58%26.21%
2018
-7.08%-11.15%
2017
19.06%15.93%
2016
16.01%14.14%
2015
-2.58%-4.75%
2014
5.75%7.80%
2013
33.10%34.10%
2012
17.61%16.15%
2011
-7.13%-3.81%
2010
18.57%22.52%
2009
28.41%37.39%
2008
-35.16%-39.18%
2007
10.21%4.85%
2006
16.95%14.03%
2005
7.72%9.25%
2004
24.65%16.30%
2003
41.60%36.28%
2002
-16.90%-16.55%
2001
19.06%-3.12%
2000
N/A6.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.63%N/AN/AN/A
20230.88%-0.18%-4.69%10.85%
2022-3.66%-10.45%-5.60%11.29%
202110.55%7.95%-2.56%11.01%
2020-26.52%16.52%5.23%22.70%
201914.96%4.22%-0.09%4.07%
20180.72%6.91%3.50%-16.63%
20174.32%4.32%3.80%5.40%
20162.51%6.23%4.57%1.88%
20152.82%1.72%-9.47%2.89%
20141.26%3.31%-3.71%4.98%
20139.99%3.00%6.87%9.94%
201213.31%-4.74%5.08%3.69%
20117.23%0.69%-21.29%9.29%
20105.02%-11.72%13.81%12.36%
2009-5.68%14.66%12.88%5.18%
2008-8.58%0.19%-8.91%-22.28%
20075.34%7.10%-0.36%-1.95%
20067.79%-2.43%2.96%8.01%
2005-0.35%1.91%3.87%2.11%
20046.45%3.49%-1.14%14.44%
2003-2.17%17.92%6.55%15.20%
20025.59%-8.23%-16.75%3.01%
20012.06%7.84%-13.33%24.81%
200012.20%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month95
3-month72
1-year87
3-year55
5-year70

Load adjusted returns

1-year9.90%
3-year2.75%
5-year7.94%
10-year8.64%