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FMSLX: FMC SELECT FUND FMC SELECT FUND (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/1995 |
| Last Dividend Date: | 06/29/2018 |
| 12-Mo. Yield | 9.67% |
| Expenses | 1.02% |
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Performance Analytics (As of 11/13/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/30/1995 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.4 | 7.8 | 6.5 | 10.4 | 5.1 | 4.7 | 6.6 | 6.0 | 16.1 | 0.0 | -3.0 | 10.8 | 26.2 | 18.0 | -1.1 | 13.1 | 23.6 | -34.0 | 0.8 | 8.7 | -0.7 | 7.6 | 19.7 | -10.5 | 6.6 | 6.2 | -5.1 | 7.6 | 26.8 | 16.7 | 14.2 |
| Sharpe Ratio | NA | 0.75 | 0.68 | 0.56 | 0.66 | NA | NA | 0.32 | 0.49 | 2.4 | -0.01 | -0.21 | 1.11 | 2.69 | 1.64 | -0.05 | 0.87 | 1.04 | -0.97 | -0.19 | 0.73 | -0.36 | 0.85 | 1.74 | -0.74 | 0.3 | 0.1 | -0.43 | 0.25 | 1.77 | 1.48 | 4.2 |
| Draw Down(%) | NA | 11.1 | 11.1 | 14.3 | 24.8 | NA | NA | 53.2 | 11.1 | 2.8 | 8.0 | 12.5 | 8.1 | 5.1 | 7.8 | 19.5 | 13.3 | 24.8 | 46.2 | 11.0 | 5.9 | 6.6 | 6.1 | 8.0 | 20.6 | 15.3 | 13.8 | 18.9 | 24.0 | 8.1 | 6.1 | 3.5 |
| Standard Deviation(%) | NA | 10.9 | 10.4 | 11.0 | 15.4 | NA | NA | 15.4 | 11.4 | 6.5 | 12.0 | 14.1 | 9.8 | 9.7 | 11.0 | 21.9 | 15.0 | 22.7 | 35.9 | 11.8 | 7.4 | 8.0 | 7.8 | 10.9 | 15.7 | 14.4 | 20.6 | 19.2 | 16.8 | 13.1 | 8.8 | 6.4 |
| Treynor Ratio | NA | 0.19 | 0.12 | 0.1 | 0.13 | NA | NA | 0.09 | 0.13 | 0.27 | 0.0 | -0.04 | 0.17 | 0.36 | 0.26 | -0.01 | 0.17 | 0.27 | -0.38 | -0.03 | 0.11 | -0.06 | 0.16 | 0.39 | -0.26 | 0.16 | 0.07 | -0.19 | 0.08 | 0.41 | 0.31 | 1.34 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | -0.04 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | -0.02 | 0.01 | -0.03 | 0.02 | -0.03 | 0.02 | 0.02 | 0.03 | 0.06 | 0.04 | -0.05 | -0.03 | 0.04 | 0.03 | 0.08 |
| Beta | NA | 0.43 | 0.58 | 0.64 | 0.77 | NA | NA | 0.57 | 0.43 | 0.58 | 0.74 | 0.83 | 0.63 | 0.73 | 0.7 | 0.8 | 0.75 | 0.87 | 0.91 | 0.64 | 0.48 | 0.5 | 0.41 | 0.49 | 0.44 | 0.28 | 0.3 | 0.44 | 0.54 | 0.56 | 0.42 | 0.2 |
| RSquared | NA | 0.5 | 0.65 | 0.72 | 0.84 | NA | NA | 0.63 | 0.51 | 0.58 | 0.83 | 0.89 | 0.78 | 0.82 | 0.85 | 0.92 | 0.91 | 0.9 | 0.9 | 0.81 | 0.7 | 0.55 | 0.59 | 0.76 | 0.8 | 0.47 | 0.26 | 0.25 | 0.59 | 0.75 | 0.46 | 0.14 |
| Yield(%) | N/A | 9.7 | 7.4 | 5.6 | 5.7 | 3.2 | 2.9 | N/A | 0.2 | 11.0 | 8.2 | 4.3 | 2.7 | 2.3 | 0.6 | 0.7 | 0.9 | 1.1 | 0.4 | 0.6 | 1.0 | 1.0 | 1.1 | 1.7 | 1.2 | 0.8 | 0.9 | 0.8 | 0.8 | 1.5 | 1.2 | 0.8 |
| Dividend Growth(%) | N/A | 25.0 | 356.9 | 936.8 | 380.4 | N/A | N/A | N/A | -98.3 | 24.5 | 75.9 | 72.2 | 43.3 | 317.1 | -8.5 | -17.5 | 6.2 | 64.3 | -32.4 | -32.2 | 4.4 | -4.2 | -24.4 | 30.4 | 50.7 | 0.0 | -1.4 | 12.3 | -35.0 | 43.9 | 58.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1995
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