Singapore markets open in 6 hours 35 minutes

MFAM Small-Mid Cap Growth Fund Institutional Class (FOGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.88-0.59 (-2.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return11.37%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)32.68%
Worst 1-yr total return (3 Feb 2019)-11.20%
Best 3-yr total return32.68%
Worst 3-yr total return7.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFOGIXCategory
YTD2.83%10.80%
1-month-7.67%4.43%
3-month-6.02%7.00%
1-year7.29%48.17%
3-year19.38%21.26%
5-year13.95%20.18%
10-year0.00%14.07%
Last bull market25.74%27.14%
Last bear market-17.35%-21.26%

Annual total return (%) history

Year
FOGIXCategory
2021
N/AN/A
2020
32.68%39.26%
2019
30.39%32.52%
2018
-11.20%-6.65%
2017
29.39%23.91%
2016
7.60%6.03%
2015
-2.74%-0.95%
2014
N/A7.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-2.09%N/AN/AN/A
2020-15.73%30.42%3.30%16.87%
201915.11%5.28%-2.81%10.70%
20183.55%0.24%6.93%-19.99%
20172.55%6.88%5.62%11.76%
2016-0.27%-1.24%4.05%4.99%
20154.81%-1.45%-9.81%4.41%
2014-2.09%8.02%N/AN/A

Rank in category (by total return)

YTD88
1-month92
3-month88
1-year91
3-year87
5-year79

Load adjusted returns

1-year8.52%
3-year17.34%
5-year15.59%
10-year14.29%