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FMI International Institutional (FMIYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.98-0.16 (-0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.53%
5-year average return7.13%
Number of years up5
Number of years down2
Best 1-yr total return (22 Jan 2024)21.96%
Worst 1-yr total return (22 Jan 2024)N/A
Best 3-yr total return21.96%
Worst 3-yr total return1.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMIYXCategory
YTD21.96%9.07%
1-month4.80%-1.09%
3-month6.28%5.12%
1-year21.96%33.76%
3-year7.86%8.50%
5-year8.07%10.08%
10-year6.26%5.80%
Last bull market31.39%14.90%
Last bear market-11.09%-23.70%

Annual total return (%) history

Year
FMIYXCategory
2023
21.96%N/A
2022
-9.71%N/A
2021
13.95%N/A
2020
0.19%9.30%
2019
17.23%21.59%
2018
-9.32%-14.59%
2017
15.59%25.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202310.32%5.10%-1.02%6.28%
2022-5.89%-11.09%-4.96%13.54%
20217.12%3.94%-1.83%4.25%
2020-28.20%14.11%4.52%16.99%
20198.41%2.77%0.06%5.15%
2018-3.27%2.53%0.50%-9.03%
20175.69%3.55%2.81%2.73%

Rank in category (by total return)

YTD1
1-month69
3-month94
1-year1
3-year2
5-year42

Load adjusted returns

1-year21.96%
3-year7.86%
5-year8.07%
10-year6.26%