CRMEX Mutual Fund

NAV$8.25

Returns Overview

1 Month
+7.38%
3 Months
+23.81%
6 Months
+23.45%
YTD
+22.22%
1 Year
+42.31%
3 Years (annualized)
+18.74%
5 Years (annualized)
+9.58%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMEX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+22.22%
Peer Avg (YTD)
+10.82%
vs Peers
+11.41%

CRMEX Mutual Fund Performance

CRMEX performance across multiple time periods: 1-month 7.38%, YTD 22.22%, 1-year 42.31%, 3-year 18.74%, 5-year 9.58%, 10-year 10.91%.

CRMEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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