Find A Portfolio/Ticker
Comparison Box
FMIHX: FMI Large Cap (MUTUAL FUND)
Basic Info 13.79 0.26(1.85%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/21/2003 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.96% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.4 | 1.0 | -8.6 | 17.9 | 5.8 | 8.9 | 8.5 | 10.0 | -14.7 | 0.8 | 10.2 | 23.7 | -3.9 | 19.2 | 13.8 | -2.4 | 12.3 | 30.5 | 14.9 | 1.5 | 11.4 | 29.7 | -26.9 | 4.1 | 16.3 | 9.4 | 17.5 | 37.9 |
| SR | NA | -0.58 | -0.59 | 0.59 | 0.2 | 0.47 | NA | 0.52 | -0.72 | 0.03 | 0.31 | 2.02 | -0.37 | 2.7 | 1.05 | -0.17 | 0.71 | 2.94 | 1.27 | 0.07 | 0.76 | 1.12 | -0.81 | 0.09 | 1.6 | 0.88 | 1.83 | 3.13 |
| DD(%) | NA | 9.0 | 21.0 | 25.0 | 34.2 | 34.2 | NA | 47.8 | 25.0 | 17.1 | 34.2 | 6.4 | 15.8 | 2.8 | 7.9 | 12.2 | 9.3 | 4.9 | 8.4 | 17.8 | 14.1 | 27.4 | 39.0 | 8.1 | 6.2 | 4.9 | 6.1 | 4.5 |
| SD(%) | NA | 16.8 | 21.6 | 20.9 | 20.3 | 17.1 | NA | 17.5 | 22.5 | 21.8 | 32.7 | 11.0 | 14.1 | 6.9 | 12.9 | 14.2 | 17.4 | 10.4 | 11.8 | 21.1 | 15.0 | 26.4 | 34.2 | 12.1 | 8.2 | 8.3 | 9.0 | 14.2 |
| TR | NA | -0.11 | -0.15 | 0.14 | 0.05 | 0.09 | NA | 0.11 | -0.19 | 0.01 | 0.11 | 0.27 | -0.07 | 0.21 | 0.15 | -0.03 | 0.15 | 0.34 | 0.17 | 0.02 | 0.14 | 0.32 | -0.34 | 0.01 | 0.19 | 0.1 | 0.22 | 0.0 |
| Alpha(%) | NA | -0.06 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.01 | 0.01 | -0.08 | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | 0.02 | 0.02 | 0.04 | NA |
| Beta(%) | NA | 0.88 | 0.87 | 0.87 | 0.86 | 0.87 | NA | 0.85 | 0.86 | 0.88 | 0.9 | 0.82 | 0.79 | 0.91 | 0.93 | 0.89 | 0.85 | 0.9 | 0.89 | 0.88 | 0.8 | 0.94 | 0.82 | 0.73 | 0.71 | 0.71 | 0.74 | NA |
| RS | NA | 0.83 | 0.91 | 0.85 | 0.88 | 0.83 | NA | 0.85 | 0.89 | 0.32 | 0.91 | 0.86 | 0.9 | 0.77 | 0.9 | 0.95 | 0.31 | 0.93 | 0.94 | 0.97 | 0.94 | 0.94 | 0.95 | 0.9 | 0.77 | 0.77 | 0.76 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 2.08% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 1.99% (100%)
- MPGFX (Mairs & Power Growth Inv) (100%)
- YACKX (Yacktman Svc) 1.31% (99%)
- FMIHX (FMI Large Cap) 1.85% (99%)
- FDGFX (Fidelity Dividend Growth) 1.52% (99%)
- THPGX (Thompson LargeCap) 1.99% (99%)
- WVALX (Weitz Value) (99%)
- OAKMX (Oakmark I) (99%)
- SWANX (Schwab Core Equity Inv) 0.0% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 1.70% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 1.35% (100%)
- IWB (iShares Russell 1000) 1.72% (97%)
- IYY (iShares Dow Jones US) 1.69% (97%)
- VTI (Vanguard Total Stock Market ETF) 1.79% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 2.25% (96%)
- DSI (iShares MSCI KLD 400 Social) 1.69% (94%)
- EPS (WisdomTree Earnings 500 ETF) 1.51% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 2.32% (94%)
- IVV (iShares Core S&P 500) 1.68% (93%)
Best Closed End Funds
- ADX (Adams Express) 1.84% (95%)
- CLM (Cornerstone Strategic Value) 1.19% (95%)
- CRF (Cornerstone Total Return Fund) 1.26% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 1.46% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 1.31% (95%)
- FFA (First Trust Enhanced Equity Income) 2.83% (95%)
- GAB (Gabelli Equity) 0.72% (94%)
- GGT (Gabelli Global Multimedia) 3.75% (94%)
- USA (Liberty All-Star Equity) 1.98% (94%)
- GRF (Eagle Capital Growth) (94%)
Latest Articles Related to FMIHX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
