Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAMFX (FAM SMALL CAP FUND INVESTOR) | -7.32% | -15.26% | 1.43% | 0.39% | 6.74% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAMFX (FAM SMALL CAP FUND INVESTOR) | 03/02/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | -15.26 | 1.43 | 0.39 | 6.74 | NA | NA | … | … | -7.32 | -9.43 | 7.72 | 12.90 | -12.74 | 19.88 | 10.10 | 26.89 | -8.61 | 4.55 | 24.21 | -3.49 | 5.58 | 40.49 | 10.85 |
| Sharpe Ratio | NA | -0.99 | -0.07 | -0.11 | 0.26 | NA | NA | … | … | -1.00 | -0.63 | 0.06 | 0.51 | -0.62 | 1.14 | 0.27 | 1.88 | -0.67 | 0.35 | 1.50 | -0.24 | 0.38 | 3.21 | 0.97 |
| Standard Deviation(%) | NA | 17.35 | 18.07 | 18.68 | 19.60 | NA | NA | … | … | 19.12 | 19.94 | 17.79 | 17.11 | 22.96 | 17.39 | 36.13 | 13.57 | 14.91 | 11.30 | 16.05 | 14.53 | 14.49 | 12.61 | 13.70 |
| Draw Down(%) | NA | 22.23 | 28.71 | 28.71 | 39.66 | NA | NA | … | … | 17.13 | 21.41 | 12.20 | 15.33 | 20.62 | 8.43 | 39.66 | 6.74 | 23.73 | 7.27 | 9.42 | 12.14 | 9.61 | 6.29 | 6.73 |
| Yield(%) | 0.00 | 3.02 | 5.10 | 4.15 | 5.00 | 5.98 | 4.48 | … | … | 0.00 | 2.93 | 4.82 | 7.26 | 0.31 | 7.94 | 0.00 | 0.59 | 8.91 | 2.20 | 3.67 | 0.24 | 1.89 | 6.41 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMFX (FAM SMALL CAP FUND INVESTOR) |
-5.00%
Mar 2017 – Mar 2020 |
0.00%
Mar 2015 – Mar 2020 |
6.46%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMFX (FAM SMALL CAP FUND INVESTOR) |
23.24%
Mar 2020 – Mar 2023 |
17.71%
Mar 2020 – Mar 2025 |
11.60%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart