CRMEX Mutual Fund

CRMEX Mutual Fund

NAV$7.64
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Returns Overview

1 Month
-1.61%
3 Months
-0.75%
6 Months
+6.44%
YTD
+14.10%
1 Year
+21.09%
3 Years (annualized)
+15.31%
5 Years (annualized)
+7.94%
10 Years (annualized)
+9.58%

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
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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 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.10%
Peer Avg (YTD)
+9.89%
vs Peers
+4.21%

CRMEX Mutual Fund Performance

CRMEX performance across multiple time periods: 1-month -1.61%, YTD 14.10%, 1-year 21.09%, 3-year 15.31%, 5-year 7.94%, 10-year 9.58%.

CRMEX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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