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FMI Large Cap (FMIHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.96+0.12 (+0.76%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★
Number of years up17
Number of years down5
Best 1-yr total return (2 May 2024)30.48%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
FMIHXCategory average
5 years
FMIHXCategory average
10 years
FMIHXCategory average
Alpha
-2.09-0.02
-3.11-0.01
-1.72-0.02
BETA
0.890.01
0.920.01
0.90.01
Mean annual return
0.540.01
0.840.01
0.840.01
R-squared
84.560.95
87.90.95
88.140.95
Standard deviation
17.120.19
18.10.15
14.670.14
Sharpe ratio
0.20.01
0.430.01
0.580.01
Treynor ratio
2.370.16
7.140.15
8.710.12