Singapore markets closed

FMI Large Cap Fund (FMIHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.96+0.12 (+0.76%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.02%
5-year average return9.04%
Number of years up17
Number of years down5
Best 1-yr total return (1 May 2024)30.48%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return30.48%
Worst 3-yr total return3.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMIHXCategory
YTD8.43%14.84%
1-month5.26%1.65%
3-month8.43%7.55%
1-year26.30%40.47%
3-year7.86%16.77%
5-year10.39%16.15%
10-year9.73%13.21%
Last bull market31.57%24.09%
Last bear market-13.18%-17.61%

Annual total return (%) history

Year
FMIHXCategory
2024
N/AN/A
2023
21.08%N/A
2022
-14.56%N/A
2021
18.64%N/A
2020
10.24%15.83%
2019
23.66%28.78%
2018
-3.88%-6.27%
2017
19.19%20.44%
2016
13.79%10.37%
2015
-2.44%-1.07%
2014
12.36%10.96%
2013
30.48%31.50%
2012
14.86%14.96%
2011
1.49%-1.27%
2010
11.41%14.01%
2009
29.68%28.17%
2008
-26.91%-37.79%
2007
4.11%6.16%
2006
16.68%14.17%
2005
9.12%5.88%
2004
17.52%10.02%
2003
31.55%27.05%
2002
-15.00%-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.43%N/AN/AN/A
20233.95%5.70%-2.60%13.13%
2022-6.16%-13.18%-6.43%12.08%
20216.05%4.11%-2.65%10.38%
2020-23.43%15.47%7.67%15.81%
201910.68%5.35%0.25%5.80%
2018-1.16%3.34%4.05%-9.56%
20175.48%2.88%3.60%6.02%
20163.39%1.87%3.06%4.83%
20151.79%0.19%-7.58%3.52%
20142.49%5.75%-1.77%5.53%
201311.40%3.10%4.48%8.74%
201211.08%-2.07%4.76%0.79%
20114.74%1.83%-14.05%10.71%
20105.66%-10.31%7.91%8.95%
2009-8.51%14.85%14.40%7.89%
2008-5.50%-0.76%-4.61%-18.29%
20071.84%6.01%-1.34%-2.26%
20064.11%0.36%5.72%5.63%
20052.37%-1.00%3.59%3.95%
20044.36%2.09%-0.68%11.07%
2003-2.35%15.06%5.03%11.48%
20022.60%-10.23%-13.79%7.05%

Rank in category (by total return)

YTD78
1-month4
3-month78
1-year65
3-year85
5-year93

Load adjusted returns

1-year26.30%
3-year7.86%
5-year10.39%
10-year9.73%