CRMMX Mutual Fund

CRMMX Mutual Fund

NAV$23.49
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Returns Overview

1 Month
-3.43%
3 Months
-10.76%
6 Months
+6.56%
YTD
+5.98%
1 Year
+11.63%
3 Years (annualized)
+11.26%
5 Years (annualized)
+6.41%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMMX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+6.72%
vs Peers
-0.74%

CRMMX Mutual Fund Performance

CRMMX performance across multiple time periods: 1-month -3.43%, YTD 5.98%, 1-year 11.63%, 3-year 11.26%, 5-year 6.41%, 10-year 9.77%.

CRMMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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