CRMAX Mutual Fund

CRMAX Mutual Fund

NAV$12.37
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Returns Overview

1 Month
+1.75%
3 Months
-5.12%
6 Months
+4.09%
YTD
+12.82%
1 Year
+20.14%
3 Years (annualized)
+17.88%
5 Years (annualized)
+6.74%
10 Years (annualized)
+10.81%

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
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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)
+12.82%
Peer Avg (YTD)
+12.21%
vs Peers
+0.61%

CRMAX Mutual Fund Performance

CRMAX performance across multiple time periods: 1-month 1.75%, YTD 12.82%, 1-year 20.14%, 3-year 17.88%, 5-year 6.74%, 10-year 10.81%.

CRMAX returns outperform the peer average of 12.21% 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.