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CRM All Cap Value Inst (CRIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.36-0.05 (-0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.24%
5-year average return9.62%
Number of years up13
Number of years down4
Best 1-yr total return (27 May 2024)31.66%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return31.66%
Worst 3-yr total return5.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCRIEXCategory
YTD2.79%17.04%
1-month-5.80%-0.01%
3-month4.17%5.47%
1-year10.98%50.44%
3-year1.54%13.15%
5-year7.10%13.75%
10-year7.56%11.35%
Last bull market27.08%25.95%
Last bear market-11.62%-22.55%

Annual total return (%) history

Year
CRIEXCategory
2024
N/AN/A
2023
5.67%N/A
2022
-9.65%N/A
2021
22.01%N/A
2020
14.93%12.39%
2019
22.50%26.21%
2018
-13.36%-11.15%
2017
18.87%15.93%
2016
12.74%14.14%
2015
1.46%-4.75%
2014
4.37%7.80%
2013
30.10%34.10%
2012
18.51%16.15%
2011
-9.67%-3.81%
2010
18.42%22.52%
2009
31.66%37.39%
2008
-36.26%-39.18%
2007
4.29%4.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.12%N/AN/AN/A
2023-0.76%0.61%-4.26%10.54%
2022-2.95%-11.62%-4.63%10.46%
20219.16%6.29%-3.73%9.22%
2020-29.55%22.38%5.77%26.03%
201915.22%1.70%-0.70%5.27%
2018-1.36%3.46%4.68%-18.89%
20173.82%4.68%3.83%5.36%
20160.37%4.58%4.38%2.89%
20153.79%1.40%-8.49%5.35%
20140.48%3.31%-3.05%3.71%
20139.95%2.22%6.18%9.02%
201214.47%-4.21%6.00%1.96%
20115.99%-0.18%-21.64%8.96%
20104.23%-13.61%11.94%17.48%
2009-5.86%17.89%14.23%3.86%
2008-8.21%0.31%-9.54%-23.47%
20073.02%7.84%-1.58%-4.62%

Rank in category (by total return)

YTD55
1-month51
3-month48
1-year83
3-year71
5-year85

Load adjusted returns

1-year10.98%
3-year1.54%
5-year7.10%
10-year7.56%