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CRM Mid Cap Value Instl (CRIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.88+0.06 (+0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.69%
5-year average return9.08%
Number of years up19
Number of years down6
Best 1-yr total return (9 Jun 2024)33.40%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return33.40%
Worst 3-yr total return6.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCRIMXCategory
YTD6.40%17.04%
1-month4.48%-0.01%
3-month1.25%5.47%
1-year19.60%50.44%
3-year3.33%13.15%
5-year10.35%13.75%
10-year9.17%11.35%
Last bull market27.37%25.95%
Last bear market-10.42%-22.55%

Annual total return (%) history

Year
CRIMXCategory
2024
N/AN/A
2023
6.55%N/A
2022
-9.23%N/A
2021
29.39%N/A
2020
10.76%12.39%
2019
24.84%26.21%
2018
-6.95%-11.15%
2017
19.36%15.93%
2016
16.22%14.14%
2015
-2.42%-4.75%
2014
5.98%7.80%
2013
33.40%34.10%
2012
17.82%16.15%
2011
-6.94%-3.81%
2010
18.88%22.52%
2009
28.65%37.39%
2008
-35.03%-39.18%
2007
10.42%4.85%
2006
17.26%14.03%
2005
7.97%9.25%
2004
24.98%16.30%
2003
41.92%36.28%
2002
-16.67%-16.55%
2001
19.42%-3.12%
2000
55.55%6.36%
1999
4.35%20.92%
1998
N/A10.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.64%N/AN/AN/A
20230.92%-0.13%-4.70%10.92%
2022-3.66%-10.42%-5.53%11.32%
202110.63%8.01%-2.52%11.08%
2020-26.46%16.53%5.32%22.72%
201915.05%4.28%-0.05%4.10%
20180.73%6.97%3.53%-16.59%
20174.37%4.40%3.88%5.46%
20162.54%6.29%4.61%1.93%
20152.86%1.75%-9.43%2.93%
20141.30%3.39%-3.67%5.04%
201310.07%3.04%6.93%9.99%
201213.34%-4.67%5.14%3.71%
20117.25%0.75%-21.24%9.34%
20105.11%-11.65%13.85%12.44%
2009-5.65%14.71%12.97%5.22%
2008-8.51%0.26%-8.91%-22.24%
20075.40%7.12%-0.30%-1.90%
20067.84%-2.33%2.99%8.10%
2005-0.27%1.97%3.93%2.15%
20046.53%3.54%-1.08%14.54%
2003-2.15%18.00%6.61%15.29%
20025.68%-8.24%-16.68%3.13%
20012.12%7.95%-13.25%24.87%
200017.21%2.40%15.25%12.46%
1999-6.71%12.77%-16.35%18.58%
1998-4.36%-11.85%10.37%N/A

Rank in category (by total return)

YTD51
1-month19
3-month66
1-year77
3-year60
5-year68

Load adjusted returns

1-year19.60%
3-year3.33%
5-year10.35%
10-year9.17%