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Forum Funds - LMCG International Small Cap Fund (ISMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.990.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.52%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)32.74%
Worst 1 Yr Total Return (Feb 3, 2019)-19.65%
Best 3-Yr Total Return32.74%
Worst 3-Yr Total Return8.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnISMIXCategory
YTD-17.72%12.18%
1-Month1.69%-0.68%
3-Month16.34%6.41%
1-Year-10.88%43.30%
3-Year-3.00%7.71%
5-Year0.00%11.00%
10-Year0.00%7.08%
Last Bull Market12.74%15.99%
Last Bear Market-21.01%-22.93%

Annual Total Return (%) History

Year
ISMIXCategory
2020
N/A10.92%
2019
21.23%22.52%
2018
-19.65%-19.13%
2017
32.74%31.58%
2016
-0.94%1.79%
2015
12.01%3.79%
2014
1.78%-5.05%
2013
33.77%25.35%
2012
20.76%18.99%
2011
-14.77%-14.41%
2010
N/A21.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-29.28%16.34%7.01%N/A
20199.42%2.29%-1.61%10.09%
20180.31%-3.42%-1.29%-15.98%
20179.16%6.80%7.85%5.57%
20168.74%-4.18%8.74%-4.18%
20155.02%6.49%-5.70%6.20%
20144.82%2.30%-6.21%1.20%
201310.74%-0.49%11.63%8.73%
201214.27%-11.44%10.26%8.22%
20111.74%3.18%-18.51%-0.37%
201012.13%N/AN/AN/A

Rank In Category (By Total Return)

YTD89
1-Month63
3-Month90
1-Year88
3-Year82
5-YearN/A

Load Adjusted Returns

1-Year-10.88%
3-Year-3.00%
5-YearN/A
10-YearN/A