Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) | -0.75% | 1.91% | 10.04% | -2.30% | 4.18% | 6.54% | 6.21% | … | … |
Data as of 06/05/2026, Common starting date is 02/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) | 02/20/2003 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 1.91 | 10.04 | -2.30 | 4.18 | 6.54 | 6.21 | … | … | -0.75 | 6.21 | 10.17 | 21.03 | -30.00 | 1.48 | 0.10 | 23.66 | -4.10 | 19.25 | 13.77 | -2.61 | 13.60 | 30.49 | 14.87 | 1.50 | 11.41 | 29.69 | -26.91 | 4.10 | 16.34 | 9.44 | 17.52 | 37.88 |
| Sharpe Ratio | NA | -0.07 | 0.45 | -0.25 | 0.13 | NA | NA | … | … | -0.46 | 0.21 | 0.55 | 1.27 | -1.03 | 0.07 | 0.00 | 2.01 | -0.39 | 2.70 | 1.05 | -0.19 | 0.75 | 2.94 | 1.27 | 0.07 | 0.76 | 1.12 | -0.81 | 0.08 | 1.58 | 0.87 | 1.83 | 3.13 |
| Standard Deviation(%) | NA | 13.16 | 13.90 | 19.96 | 19.21 | NA | NA | … | … | 14.86 | 16.03 | 11.90 | 13.80 | 30.65 | 21.23 | 34.27 | 11.03 | 14.16 | 6.92 | 12.92 | 14.20 | 18.08 | 10.37 | 11.78 | 21.14 | 14.99 | 26.38 | 34.19 | 12.14 | 8.19 | 8.27 | 9.05 | 14.16 |
| Draw Down(%) | NA | 11.91 | 14.90 | 39.80 | 39.80 | NA | NA | … | … | 11.91 | 12.54 | 7.56 | 11.79 | 32.43 | 16.56 | 34.15 | 6.41 | 16.02 | 2.84 | 7.90 | 12.21 | 9.31 | 4.86 | 8.43 | 17.79 | 14.09 | 27.38 | 38.96 | 8.15 | 6.20 | 4.90 | 6.12 | 4.52 |
| Yield(%) | 0.00 | 14.05 | 12.97 | 5.38 | 7.40 | 8.74 | 8.19 | … | … | 0.00 | 14.60 | 12.92 | 11.50 | 0.58 | 0.82 | 1.53 | 8.93 | 16.19 | 10.02 | 8.03 | 9.68 | 10.81 | 8.12 | 2.64 | 3.78 | 0.96 | 1.51 | 0.77 | 3.69 | 3.17 | 3.21 | 2.47 | 1.89 |
Data as of 06/05/2026, Common starting date is 02/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) |
-10.75%
Dec 2019 – Dec 2022 |
-3.35%
Dec 2017 – Dec 2022 |
3.32%
Oct 2013 – Oct 2023 |
4.85%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) |
23.95%
Feb 2009 – Feb 2012 |
21.50%
Feb 2009 – Feb 2014 |
15.29%
Feb 2009 – Feb 2019 |
11.33%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart