Nasdaq - Delayed Quote USD

CRM Small/Mid Cap Value Inv (CRMAX)

10.71 -0.06 (-0.56%)
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 with market capitalizations at the time of initial purchase within the range of those in the Russell 2500 Value Index or in the S&P Mid Cap 400 Value Index (together, "small/mid cap companies") that are publicly traded on a U.S. securities market.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.59%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 5

Performance & Risk

YTD Return 0.85%
5y Average Return 7.96%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CRMAXCategory AverageCRMAXCategory AverageCRMAXCategory Average
Alpha -4.86 -0.06 -4.41 -0.05 -4.38 -0.04
BETA 0.92 0.01 1.04 0.01 1.04 0.01
Mean Annual Return 0.57 0.01 0.99 0.01 0.79 0.01
R-squared 74.85 0.88 80.87 0.85 79.3 0.84
Standard Deviation 18.75 0.23 21.13 0.19 17.67 0.17
Sharpe Ratio 0.21 0.01 0.46 0.01 0.45 0.01
Treynor Ratio 2.51 0.11 7.63 0.11 6.47 0.1

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