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CRM All Cap Value Inv (CRMEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.92+0.07 (+1.02%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.33%
5-Year Average Return7.32%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)31.21%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return31.21%
Worst 3-Yr Total Return4.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCRMEXCategory
YTD2.74%17.04%
1-Month-5.73%-0.01%
3-Month4.17%5.47%
1-Year10.74%50.44%
3-Year1.32%13.15%
5-Year6.84%13.75%
10-Year7.30%11.35%
Last Bull Market26.84%25.95%
Last Bear Market-11.73%-22.55%

Annual Total Return (%) History

Year
CRMEXCategory
2024
N/AN/A
2023
5.41%N/A
2022
-9.79%N/A
2021
21.63%N/A
2020
14.59%12.39%
2019
22.28%26.21%
2018
-13.74%-11.15%
2017
18.63%15.93%
2016
12.63%14.14%
2015
1.08%-4.75%
2014
4.23%7.80%
2013
29.85%34.10%
2012
18.13%16.15%
2011
-9.90%-3.81%
2010
18.23%22.52%
2009
31.21%37.39%
2008
-36.42%-39.18%
2007
3.99%4.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.98%N/AN/AN/A
2023-0.94%0.63%-4.26%10.45%
2022-2.91%-11.73%-4.64%10.39%
20219.14%6.22%-3.83%9.10%
2020-29.69%22.36%5.75%25.96%
201915.24%1.60%-0.86%5.34%
2018-1.50%3.28%4.65%-18.97%
20173.74%4.62%3.77%5.33%
20160.38%4.39%4.45%2.91%
20153.62%1.32%-8.58%5.31%
20140.40%3.34%-3.16%3.74%
20139.93%2.24%6.06%8.93%
201214.46%-4.34%5.95%1.84%
20115.92%-0.27%-21.67%8.90%
20104.24%-13.64%11.85%17.43%
2009-6.02%17.92%14.11%3.75%
2008-8.32%0.31%-9.67%-23.48%
20072.92%7.84%-1.67%-4.72%

Rank In Category (By Total Return)

YTD55
1-Month48
3-Month49
1-Year84
3-Year73
5-Year87

Load Adjusted Returns

1-Year10.74%
3-Year1.32%
5-Year6.84%
10-Year7.30%