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FAM Value Institutional (FAMWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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96.46+0.71 (+0.74%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.23%
5-Year Average Return9.45%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 1, 2024)30.56%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return30.56%
Worst 3-Yr Total Return5.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFAMWXCategory
YTD10.98%17.04%
1-Month3.59%-0.01%
3-Month10.98%5.47%
1-Year25.63%50.44%
3-Year8.63%13.15%
5-Year11.74%13.75%
10-Year10.42%11.35%
Last Bull Market35.81%25.95%
Last Bear Market-12.75%-22.55%

Annual Total Return (%) History

Year
FAMWXCategory
2024
N/AN/A
2023
16.32%N/A
2022
-13.96%N/A
2021
25.86%N/A
2020
7.03%12.39%
2019
30.56%26.21%
2018
-6.00%-11.15%
2017
N/A15.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.98%N/AN/AN/A
20232.76%4.47%-2.71%11.38%
2022-9.01%-12.75%-1.32%9.82%
20219.07%5.71%-2.07%11.48%
2020-23.69%15.82%7.70%12.45%
201912.13%7.53%1.51%6.67%
2018-1.39%2.05%6.73%-12.49%
20172.65%4.35%6.47%N/A

Rank In Category (By Total Return)

YTD18
1-Month79
3-Month18
1-Year27
3-Year22
5-Year27

Load Adjusted Returns

1-Year25.63%
3-Year8.63%
5-Year11.74%
10-Year10.42%