CRMEX vs. DSMFX
CRMEX (CRM All Cap Value Fund) and DSMFX (Destinations Small-Mid Cap Equity Fund) are both Mid Cap Blend Equities funds. Over the past 5 years, CRMEX returned 9.28%/yr vs 8.30%/yr for DSMFX. Their correlation of 0.91 means they have usually moved in the same direction. CRMEX charges 1.34%/yr vs 1.10%/yr for DSMFX.
Performance
CRMEX vs. DSMFX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CRMEX having a 18.27% return and DSMFX slightly lower at 17.47%.
CRMEX
- 1D
- 1.99%
- 1M
- -1.08%
- 6M
- 12.76%
- YTD
- 18.27%
- 1Y
- 32.11%
- 3Y*
- 16.29%
- 5Y*
- 9.28%
- 10Y*
- 10.05%
- ALL TIME*
- 7.71%
DSMFX
- 1D
- 1.45%
- 1M
- -1.87%
- 6M
- 8.59%
- YTD
- 17.47%
- 1Y
- 31.89%
- 3Y*
- 16.75%
- 5Y*
- 8.30%
- 10Y*
- —
- ALL TIME*
- 12.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CRMEX vs. DSMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRMEX CRM All Cap Value Fund | 18.27% | 11.04% | 15.55% | 5.43% | -9.73% | 21.44% | 14.59% | 22.36% | -13.87% | 13.76% |
DSMFX Destinations Small-Mid Cap Equity Fund | 17.47% | 13.94% | 14.72% | 11.61% | -19.89% | 26.65% | 23.63% | 30.82% | -7.68% | 12.35% |
Correlation
The correlation between CRMEX and DSMFX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Mar 20, 2017 | 0.91 |
The correlation between CRMEX and DSMFX has been stable across timeframes, ranging from 0.85 to 0.91 - a consistent structural relationship.
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Return for Risk
CRMEX vs. DSMFX — Risk / Return Rank
CRMEX
DSMFX
CRMEX vs. DSMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CRM All Cap Value Fund (CRMEX) and Destinations Small-Mid Cap Equity Fund (DSMFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CRMEX | DSMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 3.64 | -0.79 |
| Martin ratioReturn relative to average drawdown | 9.73 | 12.72 | -2.99 |
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Drawdowns
CRMEX vs. DSMFX - Drawdown Comparison
The maximum CRMEX drawdown since its inception was -53.72%, which is greater than DSMFX's maximum drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for CRMEX and DSMFX.
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Drawdown Indicators
| CRMEX | DSMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -42.52% | -11.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -9.75% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -25.73% | -27.39% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.73% | -30.72% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -42.66% | — | — |
Current DrawdownCurrent decline from peak | -4.20% | -4.49% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -8.65% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.76% | +0.81% |
Volatility
CRMEX vs. DSMFX - Volatility Comparison
CRM All Cap Value Fund (CRMEX) has a higher volatility of 5.33% compared to Destinations Small-Mid Cap Equity Fund (DSMFX) at 4.22%. This indicates that CRMEX's price experiences larger fluctuations and is considered to be riskier than DSMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRMEX | DSMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 4.22% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 16.21% | 14.34% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.37% | 18.58% | +1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.42% | 21.04% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 21.81% | -1.18% |
CRMEX vs. DSMFX - Expense Ratio Comparison
CRMEX has a 1.34% expense ratio, which is higher than DSMFX's 1.10% expense ratio.
Dividends
CRMEX vs. DSMFX - Dividend Comparison
CRMEX's dividend yield for the trailing twelve months is around 8.02%, more than DSMFX's 6.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRMEX CRM All Cap Value Fund | 8.02% | 9.49% | 11.02% | 1.92% | 7.25% | 22.91% | 2.70% | 6.13% | 26.31% | 16.83% | 4.64% | 29.97% |
DSMFX Destinations Small-Mid Cap Equity Fund | 6.07% | 7.13% | 7.71% | 0.26% | 3.57% | 27.39% | 2.06% | 4.05% | 5.96% | 0.92% | 0.00% | 0.00% |
Frequently Asked Questions
CRMEX and DSMFX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRMEX has higher volatility (5.33%) compared to DSMFX (4.22%). In terms of maximum drawdown, CRMEX dropped -53.72% vs DSMFX's -42.52%.
DSMFX currently has the higher Sharpe Ratio (1.91 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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