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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
4.23%
5-Year Average Return
9.45%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (May 1, 2024)
30.56%
Worst 1 Yr Total Return (May 1, 2024)
N/A
Best 3-Yr Total Return
30.56%
Worst 3-Yr Total Return
5.04%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
FAMWX
Category
YTD
10.98%
17.04%
1-Month
3.59%
-0.01%
3-Month
10.98%
5.47%
1-Year
25.63%
50.44%
3-Year
8.63%
13.15%
5-Year
11.74%
13.75%
10-Year
10.42%
11.35%
Last Bull Market
35.81%
25.95%
Last Bear Market
-12.75%
-22.55%
Annual Total Return (%) History
Year
FAMWX
Category
2024
N/A
N/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/A
15.93%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.98%
N/A
N/A
N/A
2023
2.76%
4.47%
-2.71%
11.38%
2022
-9.01%
-12.75%
-1.32%
9.82%
2021
9.07%
5.71%
-2.07%
11.48%
2020
-23.69%
15.82%
7.70%
12.45%
2019
12.13%
7.53%
1.51%
6.67%
2018
-1.39%
2.05%
6.73%
-12.49%
2017
2.65%
4.35%
6.47%
N/A
Rank In Category (By Total Return)
YTD
18
1-Month
79
3-Month
18
1-Year
27
3-Year
22
5-Year
27
Load Adjusted Returns
1-Year
25.63%
3-Year
8.63%
5-Year
11.74%
10-Year
10.42%
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