CRMSX Mutual Fund

CRMSX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
-3.59%
3 Months
+10.06%
6 Months
+15.11%
YTD
+18.96%
1 Year
+31.43%
3 Years (annualized)
+13.74%
5 Years (annualized)
+8.60%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMSX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.96%
Peer Avg (YTD)
+15.31%
vs Peers
+3.65%

CRMSX Mutual Fund Performance

CRMSX performance across multiple time periods: 1-month -3.59%, YTD 18.96%, 1-year 31.43%, 3-year 13.74%, 5-year 8.60%, 10-year 8.89%.

CRMSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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