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F/m Investments Large Cap Focused Inv (IAFMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.62+0.32 (+2.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.87%
5-year average return14.91%
Number of years up6
Number of years down1
Best 1-yr total return (25 Apr 2024)42.23%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return42.23%
Worst 3-yr total return6.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIAFMXCategory
YTD11.05%12.38%
1-month-0.19%5.09%
3-month11.05%10.28%
1-year33.00%41.70%
3-year9.60%22.56%
5-year16.52%21.98%
10-year0.00%15.99%
Last bull market32.03%25.99%
Last bear market-23.07%-17.29%

Annual total return (%) history

Year
IAFMXCategory
2024
N/AN/A
2023
40.72%N/A
2022
-31.60%N/A
2021
25.91%N/A
2020
42.23%35.86%
2019
29.94%31.90%
2018
1.23%-2.09%
2017
25.54%27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.05%N/AN/AN/A
202317.49%14.31%-8.54%14.56%
2022-7.37%-23.07%-7.80%4.10%
20212.23%11.57%-1.75%12.37%
2020-12.66%30.22%15.66%8.12%
201915.78%3.31%-1.79%10.61%
20183.84%6.57%10.17%-16.96%
20177.36%2.29%4.92%8.96%

Rank in category (by total return)

YTD62
1-month98
3-month62
1-year70
3-year45
5-year28

Load adjusted returns

1-year33.00%
3-year9.60%
5-year16.52%
10-yearN/A