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FMI Large Cap Fund (FMIHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.49+0.05 (+0.30%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.37%
5-Year Average Return10.32%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (May 20, 2024)30.48%
Worst 1 Yr Total Return (May 20, 2024)N/A
Best 3-Yr Total Return30.48%
Worst 3-Yr Total Return3.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFMIHXCategory
YTD5.35%5.31%
1-Month-2.84%-4.19%
3-Month6.21%3.90%
1-Year20.01%20.31%
3-Year5.23%6.48%
5-Year8.76%11.78%
10-Year9.39%10.96%
Last Bull Market26.21%25.56%
Last Bear Market-13.18%-15.11%

Annual Total Return (%) History

Year
FMIHXCategory
2024
N/AN/A
2023
21.08%22.32%
2022
-14.56%-16.96%
2021
18.64%26.07%
2020
10.24%15.83%
2019
23.66%28.78%
2018
-3.88%-6.27%
2017
19.19%20.44%
2016
13.79%10.37%
2015
-2.44%-1.07%
2014
12.36%10.96%
2013
30.48%31.50%
2012
14.86%14.96%
2011
1.49%-1.27%
2010
11.41%14.01%
2009
29.68%28.17%
2008
-26.91%-37.79%
2007
4.11%6.16%
2006
16.68%14.17%
2005
9.12%5.88%
2004
17.52%10.02%
2003
31.55%27.05%
2002
-15.00%-22.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.43%N/AN/AN/A
20233.95%5.70%-2.60%13.13%
2022-6.16%-13.18%-6.43%12.08%
20216.05%4.11%-2.65%10.38%
2020-23.43%15.47%7.67%15.81%
201910.68%5.35%0.25%5.80%
2018-1.16%3.34%4.05%-9.56%
20175.48%2.88%3.60%6.02%
20163.39%1.87%3.06%4.83%
20151.79%0.19%-7.58%3.52%
20142.49%5.75%-1.77%5.53%
201311.40%3.10%4.48%8.74%
201211.08%-2.07%4.76%0.79%
20114.74%1.83%-14.05%10.71%
20105.66%-10.31%7.91%8.95%
2009-8.51%14.85%14.40%7.89%
2008-5.50%-0.76%-4.61%-18.29%
20071.84%6.01%-1.34%-2.26%
20064.11%0.36%5.72%5.63%
20052.37%-1.00%3.59%3.95%
20044.36%2.09%-0.68%11.07%
2003-2.35%15.06%5.03%11.48%
20022.60%-10.23%-13.79%7.05%

Rank In Category (By Total Return)

YTD57
1-Month7
3-Month10
1-Year63
3-Year78
5-Year93

Load Adjusted Returns

1-Year20.01%
3-Year5.23%
5-Year8.76%
10-Year9.39%