CRIMX Mutual Fund

CRIMX Mutual Fund

NAV$25.30
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Returns Overview

1 Month
-5.01%
3 Months
+4.38%
6 Months
+9.69%
YTD
+14.19%
1 Year
+22.99%
3 Years (annualized)
+11.59%
5 Years (annualized)
+7.39%
10 Years (annualized)
+10.45%

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)
+14.19%
Peer Avg (YTD)
+9.54%
vs Peers
+4.65%

CRIMX Mutual Fund Performance

CRIMX performance across multiple time periods: 1-month -5.01%, YTD 14.19%, 1-year 22.99%, 3-year 11.59%, 5-year 7.39%, 10-year 10.45%.

CRIMX returns outperform the peer average of 9.54% 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.