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FMI Large Cap Fund (FMIQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.80+0.14 (+0.89%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return9.18%
Number of years up5
Number of years down2
Best 1-yr total return (25 Apr 2024)23.79%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return23.79%
Worst 3-yr total return3.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMIQXCategory
YTD8.53%14.84%
1-month5.35%1.65%
3-month8.53%7.55%
1-year26.46%40.47%
3-year8.01%16.77%
5-year10.55%16.15%
10-year9.83%13.21%
Last bull market31.68%24.09%
Last bear market-13.10%-17.61%

Annual total return (%) history

Year
FMIQXCategory
2024
N/AN/A
2023
21.23%N/A
2022
-14.45%N/A
2021
18.80%N/A
2020
10.42%15.83%
2019
23.79%28.78%
2018
-3.71%-6.27%
2017
19.29%20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.53%N/AN/AN/A
20234.04%5.65%-2.54%13.17%
2022-6.12%-13.10%-6.44%12.09%
20216.12%4.12%-2.60%10.40%
2020-23.38%15.49%7.74%15.82%
201910.70%5.41%0.30%5.77%
2018-1.12%3.39%4.10%-9.53%
20175.53%2.88%3.64%6.01%

Rank in category (by total return)

YTD78
1-month4
3-month78
1-year65
3-year84
5-year93

Load adjusted returns

1-year26.46%
3-year8.01%
5-year10.55%
10-year9.83%