CRIMX Mutual Fund

CRIMX Mutual Fund

NAV$25.84
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Returns Overview

1 Month
-3.42%
3 Months
-10.74%
6 Months
+6.67%
YTD
+6.13%
1 Year
+11.84%
3 Years (annualized)
+11.46%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRIMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+6.72%
vs Peers
-0.59%

CRIMX Mutual Fund Performance

CRIMX performance across multiple time periods: 1-month -3.42%, YTD 6.13%, 1-year 11.84%, 3-year 11.46%, 5-year 6.59%, 10-year 9.98%.

CRIMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

CRIMX vs another fund shows side-by-side returns. CRIMX alternatives are available in the Mutual Fund Screener.