CRMAX Mutual Fund

CRMAX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
-5.71%
3 Months
+9.70%
6 Months
+14.37%
YTD
+20.58%
1 Year
+32.05%
3 Years (annualized)
+13.73%
5 Years (annualized)
+8.43%
10 Years (annualized)
+11.20%

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
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📉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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+20.58%
Peer Avg (YTD)
+15.31%
vs Peers
+5.27%

CRMAX Mutual Fund Performance

CRMAX performance across multiple time periods: 1-month -5.71%, YTD 20.58%, 1-year 32.05%, 3-year 13.73%, 5-year 8.43%, 10-year 11.20%.

CRMAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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