CRM Mid Cap Value Fund (CRIMX)
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 Midcap Value Index ("mid cap companies") that are publicly traded on a U.S. securities market.
Fund Info
US92934R7695
92934R769
Jan 6, 1998
$1,000,000
Mid-Cap
Blend
Expense Ratio
CRIMX has a high expense ratio of 0.98%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in CRM Mid Cap Value Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
CRM Mid Cap Value Fund had a return of 3.34% year-to-date (YTD) and 0.26% in the last 12 months. Over the past 10 years, CRM Mid Cap Value Fund had an annualized return of -1.33%, while the S&P 500 had an annualized return of 11.26%, indicating that CRM Mid Cap Value Fund did not perform as well as the benchmark.
CRIMX
3.34%
0.34%
-5.03%
0.26%
1.58%
-1.33%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of CRIMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.96% | 3.34% | |||||||||||
| 2024 | -1.18% | 6.34% | 4.34% | -7.12% | 4.48% | -1.85% | 6.63% | 0.31% | 0.86% | -1.52% | 5.53% | -14.68% | -0.09% |
| 2023 | 7.58% | -2.57% | -3.72% | -2.34% | -3.82% | 6.33% | 3.22% | -2.36% | -5.44% | -4.52% | 9.13% | 1.07% | 1.16% |
| 2022 | -5.80% | 0.04% | 2.23% | -4.40% | 2.57% | -8.64% | 6.54% | -3.03% | -8.56% | 11.04% | 5.14% | -7.40% | -11.85% |
| 2021 | -0.87% | 5.49% | 5.79% | 5.62% | 3.28% | -0.99% | -0.52% | 1.01% | -2.99% | 5.77% | -1.71% | -9.89% | 9.11% |
| 2020 | -1.74% | -9.55% | -17.25% | 12.77% | 3.23% | 0.10% | 5.01% | 3.28% | -2.89% | 3.72% | 11.46% | 4.57% | 9.10% |
| 2019 | 8.99% | 5.32% | 0.24% | 3.62% | -5.63% | 6.64% | -0.59% | -2.09% | 2.69% | -0.27% | 1.22% | 0.67% | 21.87% |
| 2018 | 1.93% | -3.38% | 2.28% | 1.14% | 4.19% | 1.51% | 2.90% | 1.45% | -0.82% | -10.65% | 3.13% | -17.25% | -14.94% |
| 2017 | 2.09% | 2.58% | -0.35% | 1.48% | 1.72% | 1.14% | 1.00% | -0.25% | 3.11% | 2.65% | 2.23% | -15.40% | 0.49% |
| 2016 | -5.33% | -0.27% | 8.61% | 3.27% | 3.17% | -0.23% | 2.94% | 1.54% | 0.09% | -2.81% | 4.72% | -3.61% | 11.86% |
| 2015 | -3.71% | 6.46% | 0.34% | 0.10% | 2.82% | -1.14% | -0.64% | -4.39% | -4.66% | 5.07% | 2.31% | -30.77% | -29.45% |
| 2014 | -3.21% | 4.74% | -0.09% | -0.48% | 1.43% | 2.43% | -3.58% | 4.06% | -3.98% | 1.40% | 2.60% | -21.61% | -17.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CRIMX is 7, meaning it’s performing worse than 93% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for CRM Mid Cap Value Fund (CRIMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
CRM Mid Cap Value Fund provided a 0.25% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.06 | $0.06 | $0.27 | $0.30 | $0.32 | $0.13 | $0.14 | $0.09 | $0.35 | $0.04 | $0.36 | $0.27 |
Dividend yield | 0.25% | 0.26% | 1.19% | 1.30% | 1.21% | 0.55% | 0.62% | 0.46% | 1.60% | 0.17% | 1.83% | 0.95% |
Monthly Dividends
The table displays the monthly dividend distributions for CRM Mid Cap Value Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2014 | $0.27 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the CRM Mid Cap Value Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the CRM Mid Cap Value Fund was 63.17%, occurring on Mar 23, 2020. The portfolio has not yet recovered.
The current CRM Mid Cap Value Fund drawdown is 34.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.17% | Dec 10, 2013 | 1581 | Mar 23, 2020 | — | — | — |
| -54.42% | Jul 20, 2007 | 411 | Mar 9, 2009 | 987 | Feb 8, 2013 | 1398 |
| -31.96% | Apr 22, 2002 | 119 | Oct 9, 2002 | 263 | Oct 27, 2003 | 382 |
| -22.4% | May 23, 2001 | 80 | Sep 21, 2001 | 62 | Dec 19, 2001 | 142 |
| -13.91% | Jul 30, 1999 | 60 | Oct 21, 1999 | 44 | Dec 22, 1999 | 104 |
Volatility
Volatility Chart
The current CRM Mid Cap Value Fund volatility is 3.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.