Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMNEX (FREE MARKET INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS) | 25.29% | 21.46% | 17.38% | 13.22% | 6.65% | 6.89% | NA | 4.77% |
Data as of 07/22/2025, AR inception is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMNEX (FREE MARKET INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS) | 01/03/2008 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 21.46 | 17.38 | 13.22 | 6.65 | 6.89 | NA | 4.77 | 25.29 | 2.15 | 16.14 | -10.54 | 14.50 | 0.94 | 17.72 | -19.65 | 28.02 | 7.87 | -2.91 | -5.34 | 21.57 | 19.24 | -17.90 | 15.95 | 43.32 | -41.60 |
| Sharpe Ratio | NA | 1.03 | 0.95 | 0.71 | 0.31 | NA | NA | 0.19 | 2.58 | -0.34 | 0.92 | -0.58 | 1.08 | 0.02 | 1.49 | -1.56 | 3.48 | 0.44 | -0.20 | -0.47 | 1.78 | 1.16 | -0.68 | 0.76 | 1.54 | -1.17 |
| Standard Deviation(%) | NA | 16.01 | 15.17 | 15.65 | 16.36 | NA | NA | 19.37 | 17.44 | 12.98 | 13.00 | 20.60 | 13.43 | 28.17 | 10.95 | 13.48 | 7.91 | 17.55 | 14.67 | 11.37 | 12.13 | 16.69 | 26.39 | 20.86 | 28.00 | 36.41 |
| Draw Down(%) | NA | 13.46 | 15.84 | 26.61 | 47.40 | NA | NA | 59.76 | 13.46 | 10.82 | 10.47 | 26.61 | 7.99 | 40.82 | 11.16 | 27.76 | 2.79 | 13.28 | 18.00 | 15.53 | 9.38 | 18.23 | 29.09 | 18.87 | 27.26 | 55.69 |
| Yield(%) | 0.00 | 3.44 | 3.57 | 3.04 | 2.93 | 3.54 | 2.16 | 2.54 | 0.00 | 3.79 | 2.83 | 2.99 | 1.48 | 1.24 | 2.95 | 3.14 | 4.04 | 3.38 | 3.39 | 4.06 | 3.79 | 2.93 | 2.94 | 1.46 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMNEX (FREE MARKET INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS) |
-8.53%
Mar 2017 - Mar 2020 |
-3.51%
Mar 2015 - Mar 2020 |
0.89%
Mar 2010 - Mar 2020 |
2.28%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMNEX (FREE MARKET INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS) |
24.99%
Feb 2009 - Feb 2012 |
20.36%
Feb 2009 - Feb 2014 |
10.63%
Feb 2009 - Feb 2019 |
8.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart