# CRM Small/Mid Cap Value Inv (CRMAX)

> Source: Nexqual · https://nexqual.com/CRMAX · data as of 2026-10-24 00:01 UTC · cite as "Nexqual, CRM Small/Mid Cap Value Inv (CRMAX), nexqual.com/CRMAX" · informational, not investment advice.

**Price:** USD 12.11 (-0.25% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 12.14 · day 12.11–12.11 · 52w 10.3–13.67 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +16.7% vs S&P 500 +13.4%; 5Y +36.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +16.7% | +36.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +16.8% | +6.5% |
| Volatility (annualized) | 19.4% | 19.0% |
| Max drawdown | -12.8% (Feb 2026→Mar 2026) | -24.7% (Nov 2024→Mar 2025) |

## Peers
ASIMX (Alger Weatherbie Specialized Gr) USD 13.65 +0.00% · RYTFX (Royce Total Return Fund Service) USD 8.21 -0.00% · ACBPX (American Century Diversified Bo) USD 8.83 +0.00% · JGYIX (John Hancock Fds III, Global Sh) USD 14.85 -0.00% · PDIIX (PIMCO Diversified Income Fund I) USD 9.62 -0.10%

## More
Full page: https://nexqual.com/CRMAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

