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FAM Small Cap Investor (FAMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.16-0.02 (-0.08%)
At close: 04:53PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.36%
5-year average return11.23%
Number of years up8
Number of years down3
Best 1-yr total return (15 May 2024)40.49%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return40.49%
Worst 3-yr total return5.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFAMFXCategory
YTD-2.52%12.40%
1-month-8.09%3.37%
3-month-0.99%4.88%
1-year9.36%55.69%
3-year3.59%19.34%
5-year10.10%20.72%
10-year8.42%13.98%
Last bull market26.98%27.85%
Last bear market-8.51%-24.06%

Annual total return (%) history

Year
FAMFXCategory
2024
N/AN/A
2023
20.11%N/A
2022
-12.42%N/A
2021
27.72%N/A
2020
10.10%38.62%
2019
26.89%27.68%
2018
-9.37%-5.76%
2017
4.55%21.50%
2016
24.21%11.20%
2015
-3.49%-2.41%
2014
5.58%2.44%
2013
40.49%40.91%
2012
N/A13.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.06%N/AN/AN/A
20235.97%4.68%-3.97%12.76%
2022-7.81%-8.51%-2.18%6.15%
202113.73%3.76%2.85%5.24%
2020-30.29%20.92%4.14%25.41%
201911.68%3.83%3.05%6.19%
2018-1.04%6.94%3.48%-17.23%
2017-1.41%1.71%2.58%1.64%
20166.51%0.95%4.04%11.04%
20151.31%1.87%-9.55%3.39%
2014-0.27%0.95%-6.66%12.35%
201310.97%4.98%8.56%11.08%
2012-2.23%5.16%4.15%N/A

Rank in category (by total return)

YTD83
1-month87
3-month91
1-year69
3-year4
5-year13

Load adjusted returns

1-year9.36%
3-year3.59%
5-year10.10%
10-year8.42%