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CRM Small Cap Value Instl (CRISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.69+0.27 (+1.64%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.05%
5-Year Average Return4.64%
Number of Years Up17
Number of Years Down8
Best 1 Yr Total Return (May 1, 2024)38.14%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return38.14%
Worst 3-Yr Total Return1.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCRISXCategory
YTD4.97%20.19%
1-Month3.62%0.02%
3-Month4.97%4.36%
1-Year16.48%60.18%
3-Year3.20%11.32%
5-Year5.97%13.88%
10-Year6.75%11.19%
Last Bull Market47.84%27.98%
Last Bear Market-11.61%-24.08%

Annual Total Return (%) History

Year
CRISXCategory
2024
N/AN/A
2023
9.87%N/A
2022
-6.09%N/A
2021
17.01%N/A
2020
-3.07%10.99%
2019
26.00%23.75%
2018
-15.13%-12.72%
2017
14.64%12.28%
2016
24.82%20.78%
2015
-2.29%-5.38%
2014
4.38%3.79%
2013
38.14%37.39%
2012
16.36%15.46%
2011
-13.28%-4.07%
2010
28.64%25.61%
2009
29.44%31.80%
2008
-30.44%-36.56%
2007
-3.12%-1.10%
2006
14.75%15.03%
2005
10.64%6.75%
2004
18.11%18.94%
2003
48.69%43.41%
2002
-17.60%-16.22%
2001
26.47%8.92%
2000
18.38%11.89%
1999
11.45%19.95%
1998
N/A-3.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.97%N/AN/AN/A
2023-0.99%3.05%-3.35%11.40%
2022-3.48%-11.61%0.28%9.77%
202115.30%2.49%-6.37%5.76%
2020-38.56%19.75%-1.81%34.17%
201915.81%1.76%1.50%5.34%
2018-3.69%3.73%3.84%-18.19%
2017-0.25%3.03%7.69%3.58%
20162.06%2.60%7.37%11.03%
20153.71%0.55%-9.98%4.09%
2014-0.20%1.56%-5.91%9.45%
201313.06%1.82%9.38%9.71%
201211.04%-2.93%4.99%2.82%
20114.99%-1.78%-24.58%11.49%
20108.03%-13.52%12.79%22.08%
2009-10.87%18.03%16.43%5.68%
2008-3.82%-4.17%-1.06%-23.72%
20072.57%6.81%-6.90%-5.02%
20068.57%-4.10%1.16%8.95%
2005-3.03%3.65%5.03%4.80%
200410.89%-2.42%-3.63%13.26%
2003-5.42%27.38%7.51%14.80%
20027.61%-5.89%-19.28%0.80%
20016.22%16.74%-15.55%20.77%
20000.25%3.06%10.55%3.64%
1999-10.47%17.86%-4.37%10.45%
1998-5.38%-22.79%4.40%N/A

Rank In Category (By Total Return)

YTD61
1-Month55
3-Month61
1-Year69
3-Year51
5-Year92

Load Adjusted Returns

1-Year16.48%
3-Year3.20%
5-Year5.97%
10-Year6.75%