CRMAX Mutual Fund

CRMAX Mutual Fund

NAV$12.10
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Returns Overview

1 Month
-3.53%
3 Months
-12.07%
6 Months
+12.76%
YTD
+10.89%
1 Year
+19.41%
3 Years (annualized)
+13.50%
5 Years (annualized)
+7.39%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMAX 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
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📉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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.89%
Peer Avg (YTD)
+10.34%
vs Peers
+0.54%

CRMAX Mutual Fund Performance

CRMAX performance across multiple time periods: 1-month -3.53%, YTD 10.89%, 1-year 19.41%, 3-year 13.50%, 5-year 7.39%, 10-year 10.60%.

CRMAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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