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CRIMX: CRM MID CAP VALUE FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 25.88 0.54(2.04%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/28/1998 |
| Last Dividend Date: | 12/03/2025 |
| 12-Mo. Yield | 6.47% |
| Expenses | 1.16% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 10.6 | 26.8 | 12.7 | 6.3 | 10.4 | 10.0 | 8.8 | 10.7 | 2.9 | 8.8 | 6.6 | -9.2 | 29.1 | 10.8 | 24.9 | -7.0 | 19.2 | 16.2 | -2.3 | 6.1 | 33.4 | 17.8 | -6.9 | 18.9 | 28.7 | -35.0 | 10.3 | 17.3 | 8.0 | 25.0 | 41.7 | -17.1 | 12.1 | 49.5 | 4.3 | 3.2 |
| Sharpe Ratio | NA | 1.33 | 1.48 | 0.59 | 0.21 | 0.46 | NA | NA | 0.5 | 0.09 | 0.37 | 0.2 | -0.48 | 1.75 | 0.29 | 1.92 | -0.57 | 2.38 | 1.07 | -0.15 | 0.48 | 2.66 | 1.43 | -0.27 | 0.94 | 1.1 | -0.95 | 0.46 | 1.28 | 0.54 | 2.32 | 3.01 | -0.88 | 0.56 | 2.61 | 0.06 | 105.7 |
| Draw Down(%) | NA | 12.4 | 12.4 | 24.1 | 24.1 | 39.7 | NA | NA | 49.6 | 21.8 | 8.2 | 17.1 | 19.0 | 7.3 | 39.7 | 6.6 | 22.6 | 3.8 | 11.4 | 13.4 | 10.7 | 5.6 | 9.2 | 26.2 | 17.3 | 21.6 | 46.3 | 10.2 | 9.9 | 6.6 | 7.8 | 10.9 | 32.0 | 22.4 | 9.7 | 20.8 | 0.0 |
| Standard Deviation(%) | NA | 20.5 | 17.4 | 17.7 | 18.5 | 19.1 | NA | NA | 18.8 | 22.0 | 14.2 | 15.1 | 22.5 | 16.6 | 35.9 | 12.2 | 14.8 | 7.8 | 15.0 | 15.1 | 12.6 | 12.5 | 12.6 | 25.4 | 20.0 | 25.9 | 37.7 | 15.6 | 10.8 | 10.6 | 10.3 | 13.6 | 20.6 | 17.5 | 17.3 | 15.1 | 12.0 |
| Treynor Ratio | NA | 0.2 | 0.2 | 0.09 | 0.04 | 0.09 | NA | NA | 0.11 | 0.02 | 0.05 | 0.03 | -0.13 | 0.3 | 0.11 | 0.26 | -0.1 | 0.2 | 0.17 | -0.02 | 0.06 | 0.34 | 0.22 | -0.08 | 0.21 | 0.37 | -0.43 | 0.08 | 0.17 | 0.07 | 0.31 | 0.52 | -0.24 | 0.16 | 1.08 | 0.02 | 38.88 |
| Alpha | NA | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | NA | NA | 0.01 | -0.03 | -0.02 | -0.03 | 0.03 | 0.02 | -0.02 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 | -0.03 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.02 | -0.01 | 0.03 | 0.05 | -0.03 | 0.05 | 0.14 | -0.01 | 0.55 |
| Beta | NA | 1.33 | 1.28 | 1.12 | 0.98 | 0.95 | NA | NA | 0.83 | 1.14 | 1.05 | 0.93 | 0.84 | 0.99 | 0.94 | 0.9 | 0.88 | 0.93 | 0.95 | 0.96 | 0.97 | 0.98 | 0.82 | 0.92 | 0.91 | 0.77 | 0.83 | 0.91 | 0.83 | 0.83 | 0.77 | 0.79 | 0.77 | 0.6 | 0.42 | 0.62 | 0.33 |
| RSquared | NA | 0.81 | 0.81 | 0.87 | 0.87 | 0.89 | NA | NA | 0.86 | 0.84 | 0.87 | 0.88 | 0.93 | 0.79 | 0.93 | 0.9 | 0.94 | 0.87 | 0.93 | 0.94 | 0.92 | 0.94 | 0.95 | 0.97 | 0.97 | 0.94 | 0.95 | 0.94 | 0.91 | 0.9 | 0.88 | 0.88 | 0.88 | 0.61 | 0.49 | 0.49 | 0.91 |
| Yield(%) | N/A | 0.0 | 6.4 | 7.6 | 7.5 | 8.9 | 9.3 | 8.4 | N/A | 6.2 | 9.8 | 6.3 | 3.8 | 21.1 | 2.2 | 3.7 | 8.6 | 19.7 | 4.7 | 28.1 | 24.0 | 19.2 | 1.5 | 0.7 | 0.7 | 0.6 | 1.0 | 11.0 | 6.8 | 4.0 | 5.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -37.3 | -22.7 | 32.6 | -32.0 | N/A | N/A | N/A | -37.3 | 55.5 | 44.3 | -80.4 | 923.6 | -27.0 | -64.4 | -56.6 | 381.6 | -88.5 | -3.6 | 35.4 | 1414.5 | 98.5 | 20.2 | 42.4 | -58.3 | -91.3 | 75.8 | 80.0 | -10.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1998
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See MID-CAP BLEND Asset Class Trend Rankings |
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