CRIHX Performance — CRM Long/Short Opportunities Fund, Institutional Class
Data updated: 2026-09-29
CRIHX returned +8.20% year to date and +14.13% over one year to Jul 2026. Annualised returns are +7.68% over 3 years and +6.00% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $125, against $153 for the category, and to $114 over one year, against $116. Volatility over the past three years was 11.84% a year. In the 12 months to Jul 2026 the fund took in a net $249.0M, and assets reached $527.21M.
CRIHX Growth of $100
What $100 invested in CRM Long/Short Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | CRIHX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $114 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $125 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $134 | $159 |
| Since data start (Jul 2019 – Jul 2026) | $166 | $229 |
CRIHX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.20% |
| 1 year | +14.13% |
| 3 years (annualised) | +7.68% |
| 5 years (annualised) | +6.00% |
CRIHX Annual Returns
Calendar-year total returns of CRM Long/Short Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +8.20% |
| 2025 | −1.55% |
| 2024 | +17.79% |
| 2023 | +6.06% |
| 2022 | −4.24% |
| 2021 | +5.91% |
| 2020 | +20.45% |
| 2019 (Jul–Dec) | +2.14% |
CRIHX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.9% | +1.1% | −5.1% | +5.2% | +3.9% | +6.8% | −7.0% | — | — | — | — | — |
| 2025 | −0.4% | −4.6% | −5.0% | −1.5% | +2.7% | +2.1% | 0.0% | +3.2% | −0.3% | +0.3% | +1.6% | +0.6% |
| 2024 | +0.5% | +8.1% | +2.3% | −4.0% | +4.7% | −1.3% | +1.7% | +1.7% | +1.9% | −0.5% | +4.7% | −2.5% |
| 2023 | +0.8% | −0.1% | +0.8% | +2.0% | −0.3% | +2.9% | +0.4% | −0.2% | −3.4% | −1.4% | +2.3% | +2.3% |
| 2022 | −3.9% | +1.1% | −1.2% | −0.8% | +1.0% | −4.3% | +1.3% | +0.7% | −3.2% | +5.5% | +1.4% | −1.6% |
| 2021 | −4.1% | +4.5% | +1.6% | +2.6% | +0.7% | −4.0% | −0.1% | −0.6% | −0.7% | +4.9% | −1.5% | +3.0% |
| 2020 | +0.5% | −4.0% | −4.4% | +6.5% | +1.3% | +2.3% | +3.9% | +3.4% | +1.5% | −0.6% | +4.3% | +4.7% |
| 2019 | — | — | — | — | — | — | +1.0% | −1.6% | +1.4% | −1.4% | +1.3% | +1.6% |
CRIHX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.84%
- 3-year Sharpe ratio: 0.27 (vs 4.5% risk-free rate)
- Best month: +8.08% (Feb 2024)
- Worst month: −6.98% (Jul 2026)
CRIHX Fund Flows
Monthly money in and out of CRM Long/Short Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: $249.0M
- 12-month gross sales (incl. reinvestments): $517.3M
- Sales ÷ redemptions: 1.93×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $26.3M | $6.5M | $19.8M |
| Jun 2026 | $28.0M | $5.8M | $22.2M |
| May 2026 | $20.8M | $4.3M | $16.5M |
| Apr 2026 | $168.4M | $5.3M | $163.1M |
| Mar 2026 | $32.8M | $170.0M | −$137.2M |
| Feb 2026 | $21.9M | $3.3M | $18.6M |
| Jan 2026 | $16.8M | $5.1M | $11.8M |
| Dec 2025 | $11.2M | $4.5M | $6.7M |
| Nov 2025 | $21.9M | $51.6M | −$29.7M |
| Oct 2025 | $77.6M | $4.8M | $72.8M |
| Sep 2025 | $39.5M | $3.2M | $36.3M |
| Aug 2025 | $52.1M | $3.9M | $48.2M |
CRIHX Assets Under Management
Net assets of CRM Long/Short Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $527.21M |
| 2026-04-30 | $455.14M |
| 2026-01-31 | $414.46M |
| 2025-10-31 | $403.34M |
| 2025-09-30 | $329.62M |
| 2025-06-30 | $244.66M |
| 2025-03-31 | $185.20M |
| 2024-12-31 | $348.31M |
| 2024-09-30 | $262.02M |
| 2024-06-30 | $196.24M |
| 2024-03-31 | $170.21M |
| 2023-12-31 | $155.90M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.