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CRM Small Cap Value Inv (CRMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.30+0.21 (+1.60%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.66%
5-Year Average Return4.37%
Number of Years Up19
Number of Years Down9
Best 1 Yr Total Return (May 2, 2024)37.80%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return37.80%
Worst 3-Yr Total Return0.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCRMSXCategory
YTD-0.39%20.19%
1-Month-5.05%0.02%
3-Month2.98%4.36%
1-Year10.77%60.18%
3-Year0.09%11.32%
5-Year3.65%13.88%
10-Year6.31%11.19%
Last Bull Market20.56%27.98%
Last Bear Market-11.64%-24.08%

Annual Total Return (%) History

Year
CRMSXCategory
2024
N/AN/A
2023
9.67%N/A
2022
-6.31%N/A
2021
16.70%N/A
2020
-3.28%10.99%
2019
25.73%23.75%
2018
-15.35%-12.72%
2017
14.34%12.28%
2016
24.51%20.78%
2015
-2.48%-5.38%
2014
4.18%3.79%
2013
37.80%37.39%
2012
16.08%15.46%
2011
-13.48%-4.07%
2010
28.39%25.61%
2009
29.15%31.80%
2008
-30.62%-36.56%
2007
-3.39%-1.10%
2006
14.45%15.03%
2005
10.39%6.75%
2004
17.82%18.94%
2003
48.33%43.41%
2002
-17.83%-16.22%
2001
26.34%8.92%
2000
18.04%11.89%
1999
10.99%19.95%
1998
-12.21%-3.03%
1997
21.73%26.36%
1996
38.95%21.50%
1995
N/A27.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.91%N/AN/AN/A
2023-0.98%2.97%-3.36%11.30%
2022-3.55%-11.64%0.26%9.65%
202115.24%2.42%-6.46%5.70%
2020-38.57%19.62%-1.87%34.15%
201915.81%1.66%1.43%5.28%
2018-3.73%3.69%3.73%-18.25%
2017-0.34%3.02%7.59%3.51%
20161.98%2.52%7.31%10.98%
20153.65%0.50%-10.06%4.09%
2014-0.22%1.51%-5.99%9.40%
201313.00%1.76%9.30%9.64%
201210.93%-2.96%4.94%2.76%
20114.88%-1.79%-24.63%11.45%
20108.02%-13.57%12.71%22.03%
2009-10.92%17.99%16.33%5.63%
2008-3.87%-4.23%-1.12%-23.79%
20072.52%6.72%-6.95%-5.11%
20068.49%-4.18%1.09%8.91%
2005-3.08%3.61%4.92%4.77%
200410.83%-2.48%-3.68%13.18%
2003-5.48%27.30%7.44%14.74%
20027.56%-5.96%-19.33%0.70%
20016.27%16.68%-15.57%20.68%
20000.19%2.98%10.52%3.52%
1999-10.56%17.64%-4.42%10.36%
199815.27%-5.47%-22.80%4.37%
1997-2.64%17.44%10.29%-3.47%
199611.65%11.85%2.31%8.75%
19957.30%N/AN/AN/A

Rank In Category (By Total Return)

YTD44
1-Month13
3-Month25
1-Year81
3-Year51
5-Year94

Load Adjusted Returns

1-Year10.77%
3-Year0.09%
5-Year3.65%
10-Year6.31%