Nasdaq - Delayed Quote • USD
CRM Small Cap Value Instl (CRISX)
At close: April 26 at 8:01 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 with market capitalizations at the time of initial purchase within the range of those in the Russell 2000 Value Index ("small cap companies") that are publicly traded on a U.S. securities market.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.14% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 0.99% |
| 5y Average Return | 4.22% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CRISX | Category Average | CRISX | Category Average | CRISX | Category Average | |
| Alpha | -5.9 | -0.09 | -7.96 | -0.06 | -5.75 | -0.06 |
| BETA | 0.8 | 0.01 | 1.07 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.39 | 0.01 | 0.73 | 0.01 | 0.71 | 0.01 |
| R-squared | 64.04 | 0.83 | 67.8 | 0.77 | 67.33 | 0.78 |
| Standard Deviation | 17.6 | 0.26 | 23.76 | 0.21 | 19.86 | 0.19 |
| Sharpe Ratio | 0.1 | 0 | 0.28 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | 0.29 | 0.08 | 3.58 | 0.1 | 4.89 | 0.09 |
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