Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IAFMX (F/m Investments Large Cap Focused Fund Investor Class) | 6.82% | 15.39% | 22.60% | 15.73% | NA | NA | NA | 19.08% |
Data as of 07/02/2025, AR inception is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAFMX (F/m Investments Large Cap Focused Fund Investor Class) | 10/04/2016 | 07/02/2025 |
| 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 (%) | 1.03 | 15.39 | 22.60 | 15.73 | NA | NA | NA | 19.08 | 6.82 | 20.51 | 40.72 | -41.67 | 0.80 | 25.18 | 29.94 | 1.05 | 25.54 | 2.28 |
| Sharpe Ratio | NA | 0.46 | 0.77 | 0.61 | NA | NA | NA | 0.67 | 0.33 | 0.67 | 1.88 | -1.25 | 0.03 | 0.65 | 1.80 | -0.01 | 2.64 | 0.90 |
| Standard Deviation(%) | NA | 25.76 | 23.37 | 24.06 | NA | NA | NA | 23.39 | 30.58 | 20.75 | 19.54 | 34.52 | 30.25 | 38.21 | 15.88 | 21.96 | 9.48 | 10.55 |
| Draw Down(%) | NA | 22.55 | 24.28 | 37.49 | NA | NA | NA | 37.49 | 22.36 | 12.95 | 14.28 | 42.13 | 25.16 | 30.38 | 8.26 | 22.76 | 4.31 | 5.45 |
| Yield(%) | 0.00 | 7.76 | 8.12 | 12.10 | 12.13 | 8.09 | 6.07 | 15.17 | 0.00 | 9.52 | 0.00 | 9.98 | 24.54 | 16.94 | 5.28 | 5.59 | 10.39 | 0.07 |
Data as of 07/02/2025, AR inception is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFMX (F/m Investments Large Cap Focused Fund Investor Class) |
4.72%
Sep 2020 - Sep 2023 |
10.06%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFMX (F/m Investments Large Cap Focused Fund Investor Class) |
32.51%
Dec 2018 - Dec 2021 |
24.17%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart