| Q2'26 | YTD | 1YR | 3YR | 5YR | 10YR | Inception Date | ||
|---|---|---|---|---|---|---|---|---|
| CRM Small Cap Value | ||||||||
| Small Cap Value - Gross | 27.21% | 25.05% | 38.26% | 18.80% | 10.29% | 11.00% | October 1995 | |
| Small Cap Value - Net | 27.06% | 24.67% | 37.31% | 17.99% | 9.56% | 10.21% | October 1995 | |
| Russell 2000 Value Index | 17.19% | 22.99% | 43.01% | 18.73% | 8.24% | 10.89% | ||
| Russell 2000 Index | 21.49% | 22.57% | 40.78% | 18.60% | 6.99% | 11.63% | ||
| CRM Small/Mid Cap Value | ||||||||
| Small/Mid Cap Value - Gross | 28.64% | 28.60% | 46.51% | 19.01% | 10.64% | 13.59% | April 1973 | |
| Small/Mid Cap Value - Net | 28.48% | 28.21% | 45.55% | 18.20% | 9.90% | 12.85% | April 1973 | |
| Russell 2500 Value Index | 18.50% | 24.16% | 38.54% | 19.41% | 10.28% | 11.28% | ||
| Russell 2500 Index | 20.26% | 22.71% | 36.72% | 18.40% | 8.30% | 12.25% | ||
| CRM Small/Mid Cap Select | ||||||||
| Small/Mid Cap Select - Gross | 30.48% | 32.65% | 49.38% | 20.70% | 9.23% | – | October 2020 | |
| Small/Mid Cap Select - Net | 30.48% | 32.60% | 49.21% | 20.32% | 8.93% | – | October 2020 | |
| Russell 2500 Index | 20.26% | 22.71% | 36.72% | 18.40% | 8.30% | – | ||
| CRM Mid Cap Value | ||||||||
| Mid Cap Value - Gross | 19.79% | 20.68% | 34.95% | 15.66% | 9.32% | 12.32% | January 1998 | |
| Mid Cap Value - Net | 19.65% | 20.33% | 34.06% | 14.84% | 8.53% | 11.50% | January 1998 | |
| Russell Midcap Value Index | 13.40% | 17.58% | 26.62% | 16.51% | 9.48% | 10.63% | ||
| Russell Midcap Index | 13.83% | 15.30% | 21.63% | 16.51% | 8.50% | 12.00% | ||
| CRM All Cap Value | ||||||||
| All Cap Value - Gross | 24.18% | 24.35% | 44.44% | 20.37% | 11.02% | 12.09% | January 2002 | |
| All Cap Value - Net | 24.05% | 24.04% | 43.64% | 19.68% | 10.32% | 11.10% | January 2002 | |
| Russell 3000 Value Index | 14.02% | 16.56% | 27.78% | 17.81% | 10.97% | 11.48% | ||
| Russell 3000 Index | 15.44% | 10.88% | 22.82% | 20.36% | 12.31% | 15.06% | ||
| JUN'26 | YTD | 1YR | 3YR | 5YR | 10YR | Inception Date | |
|---|---|---|---|---|---|---|---|
| CRM Small Cap Value | |||||||
| Small Cap Value - Gross | 9.28% | 25.05% | 38.26% | 18.80% | 10.29% | 11.00% | October 3, 1995 |
| Small Cap Value - Net | 9.28% | 24.67% | 37.31% | 17.99% | 9.56% | 10.21% | October 3, 1995 |
| Russell 2000 Value Index | 3.97% | 22.99% | 43.01% | 18.73% | 8.24% | 10.89% | |
| Russell 2000 Value | 3.74% | 22.57% | 40.78% | 18.60% | 6.99% | 11.63% | |
| CRM Small/Mid Cap Value | |||||||
| Small/Mid Cap Value - Gross | 10.16% | 28.60% | 46.51% | 19.01% | 10.64% | 13.59% | April 1, 1973 |
| Small/Mid Cap Value - Net | 10.16% | 28.21% | 45.55% | 18.20% | 9.90% | 12.85% | April 1, 1973 |
| Russell 2500 Value Index | 4.20% | 24.16% | 38.54% | 19.41% | 10.28% | 11.28% | |
| Russell 2500 Index | 3.68% | 22.71% | 36.72% | 18.40% | 8.30% | 12.25% | |
| CRM Small/Mid Cap Select | |||||||
| Small/Mid Cap Select - Gross | 10.97% | 32.65% | 49.38% | 20.70% | 9.23% | – | October 1, 2020 |
| Small/Mid Cap Select - Net | 10.97% | 32.60% | 49.21% | 20.32% | 8.93% | – | October 1, 2020 |
| Russell 2500 Index | 3.68% | 22.71% | 36.72% | 18.40% | 8.30% | – | |
| CRM Mid Cap Value | |||||||
| Mid Cap Value - Gross | 8.18% | 20.68% | 34.95% | 15.66% | 9.32% | 12.32% | January 1, 1998 |
| Mid Cap Value - Net | 8.18% | 20.33% | 34.06% | 14.84% | 8.53% | 11.50% | January 1, 1998 |
| Russell Midcap Value Index | 3.03% | 17.58% | 26.62% | 16.51% | 9.48% | 10.63% | |
| Russell Midcap Index | 3.11% | 15.30% | 21.63% | 16.51% | 8.50% | 12.00% | |
| CRM All Cap Value | |||||||
| All Cap Value - Gross | 7.43% | 24.35% | 44.44% | 20.37% | 11.02% | 12.09% | January 1, 2002 |
| All Cap Value - Net | 7.43% | 24.04% | 43.64% | 19.68% | 10.32% | 11.10% | January 1, 2002 |
| Russell 3000 Value Index | 2.35% | 16.56% | 27.78% | 17.81% | 10.97% | 11.48% | |
| Russell 3000 Index | -0.30% | 10.88% | 22.82% | 20.36% | 12.31% | 15.06% | |
Performance listed above is preliminary and subject to change. Past performance is no guarantee of future results. The performance information presented relates to a composite of fee-paying discretionary portfolios that share a similar investment strategy. Valuations are stated in U.S. dollars. Composite returns are calculated on a dollar-weighted basis. Annual returns are calculated based on time-weighted and linked rates of return. Performance is calculated monthly. Gross performance results are presented before management and custodial fees but after all trading commissions. Net performance results are presented after deducting a management fee in accordance with the firm’s fee schedule set forth in Part 2A of the firm’s Form ADV. Performance results reflect the reinvestment of dividends, unless otherwise indicated.