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FMI Large Cap Fund (FMIQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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15.70
-0.19
(-1.20%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.44%
5-year average return
8.91%
Number of years up
5
Number of years down
2
Best 1-yr total return (29 Apr 2024)
23.79%
Worst 1-yr total return (29 Apr 2024)
N/A
Best 3-yr total return
23.79%
Worst 3-yr total return
3.92%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FMIQX
Category
YTD
8.53%
14.84%
1-month
5.35%
1.65%
3-month
8.53%
7.55%
1-year
26.46%
40.47%
3-year
8.01%
16.77%
5-year
10.55%
16.15%
10-year
9.83%
13.21%
Last bull market
31.68%
24.09%
Last bear market
-13.10%
-17.61%
Annual total return (%) history
Year
FMIQX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
8.53%
N/A
N/A
N/A
2023
4.04%
5.65%
-2.54%
13.17%
2022
-6.12%
-13.10%
-6.44%
12.09%
2021
6.12%
4.12%
-2.60%
10.40%
2020
-23.38%
15.49%
7.74%
15.82%
2019
10.70%
5.41%
0.30%
5.77%
2018
-1.12%
3.39%
4.10%
-9.53%
2017
5.53%
2.88%
3.64%
6.01%
Rank in category (by total return)
YTD
78
1-month
4
3-month
78
1-year
65
3-year
84
5-year
93
Load adjusted returns
1-year
26.46%
3-year
8.01%
5-year
10.55%
10-year
9.83%
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