Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) | 5.64% | 8.95% | 3.33% | 0.65% | 3.44% | 7.37% | 6.33% | 8.15% |
Data as of 06/30/2025, AR inception 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 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 8.95 | 3.33 | 0.65 | 3.44 | 7.37 | 6.33 | 8.15 | 5.64 | -2.74 | 10.33 | -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 | 0.24 | -0.05 | -0.05 | 0.09 | NA | NA | 0.37 | 0.42 | -0.57 | 0.36 | -1.03 | 0.07 | 0.00 | 2.02 | -0.38 | 2.70 | 1.05 | -0.19 | 0.75 | 2.94 | 1.27 | 0.07 | 0.76 | 1.12 | -0.81 | 0.09 | 1.60 | 0.88 | 1.83 | 3.13 |
| Standard Deviation(%) | NA | 16.38 | 20.66 | 21.07 | 19.63 | NA | NA | 18.40 | 19.40 | 16.33 | 16.92 | 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 | 14.90 | 23.51 | 39.80 | 39.80 | NA | NA | 47.81 | 12.54 | 18.05 | 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 | 12.04 | 4.53 | 3.02 | 6.10 | 8.95 | 7.67 | 11.27 | 0.00 | 12.92 | 1.04 | 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 06/30/2025, AR inception 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 |
2.70%
Apr 2015 - Apr 2025 |
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