CRMEX Mutual Fund

CRMEX Mutual Fund

NAV$8.04
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Returns Overview

1 Month
-6.06%
3 Months
+3.20%
6 Months
+11.79%
YTD
+15.97%
1 Year
+29.76%
3 Years (annualized)
+14.63%
5 Years (annualized)
+8.48%
10 Years (annualized)
+9.86%

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)
+15.97%
Peer Avg (YTD)
+9.54%
vs Peers
+6.43%

CRMEX Mutual Fund Performance

CRMEX performance across multiple time periods: 1-month -6.06%, YTD 15.97%, 1-year 29.76%, 3-year 14.63%, 5-year 8.48%, 10-year 9.86%.

CRMEX returns outperform the peer average of 9.54% 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.