Nasdaq - Delayed Quote • USD
CRM All Cap Value Inst (CRIEX)
At close: 8:00 PM EDT
Fund Summary
The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies that are publicly traded on a U.S. securities market. There are no limits on the market capitalizations of the companies in which the fund may invest.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.41% |
| 5y Average Return | 7.61% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CRIEX | Category Average | CRIEX | Category Average | CRIEX | Category Average | |
| Alpha | -4.89 | -0.06 | -5.25 | -0.05 | -4.52 | -0.04 |
| BETA | 0.92 | 0.01 | 1.04 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 0.93 | 0.01 | 0.78 | 0.01 |
| R-squared | 73.39 | 0.88 | 79.96 | 0.85 | 82.05 | 0.84 |
| Standard Deviation | 18.82 | 0.23 | 21.42 | 0.19 | 17.44 | 0.17 |
| Sharpe Ratio | 0.2 | 0.01 | 0.42 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 2.43 | 0.11 | 6.74 | 0.11 | 6.39 | 0.1 |
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