Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMIQX (LARGE CAP FUND LARGE CAP FUND INSTITUTIONAL CLASS) | -0.75% | 1.94% | 10.17% | 4.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 1.94 | 10.17 | 4.80 | NA | NA | NA | … | … | -0.75 | 6.34 | 10.38 | 21.18 | -14.63 | 18.56 | 10.40 | 24.90 | -3.94 | 19.30 | 0.31 |
| Sharpe Ratio | NA | -0.06 | 0.46 | 0.14 | NA | NA | NA | … | … | -0.44 | 0.22 | 0.57 | 1.27 | -0.71 | 1.42 | 0.31 | 2.10 | -0.38 | 2.73 | 0.07 |
| Standard Deviation(%) | NA | 13.31 | 13.98 | 16.03 | NA | NA | NA | … | … | 15.12 | 16.00 | 11.93 | 13.94 | 22.56 | 13.03 | 32.79 | 11.16 | 14.15 | 6.87 | 21.11 |
| Draw Down(%) | NA | 11.97 | 14.84 | 24.90 | NA | NA | NA | … | … | 11.97 | 12.46 | 7.57 | 11.81 | 24.90 | 5.93 | 34.15 | 6.42 | 16.00 | 2.80 | 8.58 |
| Yield(%) | 0.00 | 14.25 | 13.17 | 11.07 | 11.08 | 7.39 | 5.54 | … | … | 0.00 | 14.82 | 13.13 | 11.70 | 15.81 | 17.64 | 11.55 | 10.06 | 16.39 | 10.23 | 0.00 |
Data as of 06/04/2026, Common starting date 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 |
4.77%
May 2021 – May 2026 |
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