CRMAX Mutual Fund

NAV$13.11

Returns Overview

1 Month
+10.06%
3 Months
+28.24%
6 Months
+27.88%
YTD
+26.11%
1 Year
+44.69%
3 Years (annualized)
+17.54%
5 Years (annualized)
+9.31%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMAX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+26.11%
Peer Avg (YTD)
+18.52%
vs Peers
+7.58%

CRMAX Mutual Fund Performance

CRMAX performance across multiple time periods: 1-month 10.06%, YTD 26.11%, 1-year 44.69%, 3-year 17.54%, 5-year 9.31%, 10-year 12.20%.

CRMAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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