Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMIQX (LARGE CAP FUND LARGE CAP FUND INSTITUTIONAL CLASS) | 4.42% | 4.84% | 11.44% | 10.61% | NA | NA | NA | 10.61% |
Data as of 08/01/2025, AR inception is 11/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIQX (LARGE CAP FUND LARGE CAP FUND INSTITUTIONAL CLASS) | 11/01/2016 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.76 | 4.84 | 11.44 | 10.61 | NA | NA | NA | 10.61 | 4.42 | 10.38 | 21.18 | -14.63 | 18.56 | 10.40 | 24.90 | -3.94 | 19.30 | 0.31 |
| Sharpe Ratio | NA | 0.40 | 0.64 | 0.59 | NA | NA | NA | 0.48 | 0.68 | 0.57 | 1.27 | -0.71 | 1.42 | 0.31 | 2.10 | -0.38 | 2.73 | 0.07 |
| Standard Deviation(%) | NA | 16.32 | 15.75 | 16.21 | NA | NA | NA | 17.67 | 18.52 | 11.93 | 13.94 | 22.56 | 13.03 | 32.79 | 11.16 | 14.15 | 6.87 | 21.11 |
| Draw Down(%) | NA | 14.84 | 15.05 | 24.90 | NA | NA | NA | 34.15 | 12.46 | 7.57 | 11.81 | 24.90 | 5.93 | 34.15 | 6.42 | 16.00 | 2.80 | 8.58 |
| Yield(%) | 0.00 | 11.89 | 13.13 | 13.27 | 10.00 | 6.66 | 5.00 | 12.49 | 0.00 | 13.13 | 11.70 | 15.81 | 17.64 | 11.55 | 10.06 | 16.39 | 10.23 | 0.00 |
Data as of 08/01/2025, AR inception is 11/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIQX (LARGE CAP FUND LARGE CAP FUND INSTITUTIONAL CLASS) |
1.29%
Mar 2017 - Mar 2020 |
4.91%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIQX (LARGE CAP FUND LARGE CAP FUND INSTITUTIONAL CLASS) |
17.81%
Dec 2018 - Dec 2021 |
14.57%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart