Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMIUX (COMMON STOCK FUND COMMON STOCK FUND INSTITUTIONAL CLASS) | 9.28% | 10.55% | 11.77% | 9.04% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIUX (COMMON STOCK FUND COMMON STOCK FUND INSTITUTIONAL CLASS) | 11/01/2016 | 06/10/2026 |
| 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 (%) | 0.66 | 10.55 | 11.77 | 9.04 | NA | NA | NA | … | … | 9.28 | 2.20 | 10.53 | 25.01 | -5.83 | 30.64 | 5.91 | 24.96 | -8.68 | 14.04 | 6.43 |
| Sharpe Ratio | NA | 0.56 | 0.56 | 0.34 | NA | NA | NA | … | … | 1.14 | -0.03 | 0.42 | 1.35 | -0.33 | 1.76 | 0.15 | 2.01 | -0.79 | 1.57 | 2.66 |
| Standard Deviation(%) | NA | 17.04 | 17.75 | 18.63 | NA | NA | NA | … | … | 18.14 | 20.33 | 16.36 | 15.96 | 22.38 | 17.44 | 37.00 | 11.71 | 12.75 | 8.55 | 17.42 |
| Draw Down(%) | NA | 13.78 | 21.27 | 21.27 | NA | NA | NA | … | … | 13.78 | 19.48 | 9.37 | 11.15 | 19.23 | 8.48 | 38.04 | 6.59 | 17.39 | 3.82 | 6.68 |
| Yield(%) | 0.00 | 12.00 | 6.73 | 7.17 | 7.81 | 5.20 | 3.90 | … | … | 0.00 | 12.22 | 2.33 | 3.53 | 5.95 | 14.75 | 0.89 | 5.96 | 8.52 | 11.96 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FMIUX (COMMON STOCK FUND COMMON STOCK FUND INSTITUTIONAL CLASS) |
-2.89%
Mar 2017 – Mar 2020 |
6.49%
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 |
|---|---|---|---|---|
| FMIUX (COMMON STOCK FUND COMMON STOCK FUND INSTITUTIONAL CLASS) |
24.36%
Mar 2020 – Mar 2023 |
19.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart