CRIMX Mutual Fund

NAV$27.53

Returns Overview

1 Month
+8.11%
3 Months
+19.50%
6 Months
+20.21%
YTD
+18.89%
1 Year
+33.84%
3 Years (annualized)
+14.71%
5 Years (annualized)
+8.38%
10 Years (annualized)
+11.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.89%
Peer Avg (YTD)
+10.82%
vs Peers
+8.08%

CRIMX Mutual Fund Performance

CRIMX performance across multiple time periods: 1-month 8.11%, YTD 18.89%, 1-year 33.84%, 3-year 14.71%, 5-year 8.38%, 10-year 11.33%.

CRIMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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