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FMI Common Stock (FMIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.68+0.06 (+0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.54%
5-year average return11.91%
Number of years up32
Number of years down10
Best 1-yr total return (27 Jun 2024)33.89%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.89%
Worst 3-yr total return6.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMIMXCategory
YTD8.06%17.04%
1-month3.51%-0.01%
3-month3.74%5.47%
1-year30.25%50.44%
3-year10.31%13.15%
5-year13.80%13.75%
10-year10.18%11.35%
Last bull market27.51%25.95%
Last bear market-11.05%-22.55%

Annual total return (%) history

Year
FMIMXCategory
2024
N/AN/A
2023
24.87%N/A
2022
-5.91%N/A
2021
30.64%N/A
2020
5.79%12.39%
2019
24.82%26.21%
2018
-8.65%-11.15%
2017
13.77%15.93%
2016
20.20%14.14%
2015
-6.84%-4.75%
2014
6.47%7.80%
2013
32.01%34.10%
2012
10.16%16.15%
2011
4.52%-3.81%
2010
22.17%22.52%
2009
33.89%37.39%
2008
-20.41%-39.18%
2007
-1.97%4.85%
2006
17.14%14.03%
2005
9.45%9.25%
2004
18.79%16.30%
2003
24.07%36.28%
2002
-5.75%-16.55%
2001
18.64%-3.12%
2000
19.07%6.36%
1999
6.50%20.92%
1998
-5.04%10.36%
1997
29.20%25.92%
1996
17.12%19.23%
1995
26.50%30.17%
1994
0.38%-1.60%
1993
14.69%14.35%
1992
14.45%12.29%
1991
36.25%33.83%
1990
-11.69%-6.41%
1989
17.91%27.43%
1988
18.78%19.02%
1987
-8.85%0.56%
1986
0.06%15.32%
1985
29.93%29.50%
1984
-4.21%0.73%
1983
28.90%20.62%
1982
45.18%26.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.91%N/AN/AN/A
20237.51%5.69%-1.91%12.04%
2022-4.58%-11.05%-1.22%12.22%
202112.51%6.64%0.42%8.43%
2020-27.14%14.42%1.60%24.90%
201915.12%4.84%-1.01%4.48%
2018-0.26%1.02%2.88%-11.87%
20173.52%2.22%4.23%3.16%
20165.44%0.71%4.95%7.86%
20152.36%-1.62%-8.44%1.05%
20141.81%4.93%-4.90%4.79%
201310.20%0.42%9.75%8.70%
201210.05%-5.10%1.15%4.27%
20116.82%0.93%-16.31%15.84%
20108.79%-8.25%8.24%13.07%
2009-9.23%21.52%19.99%1.16%
2008-2.62%-2.31%4.43%-19.88%
20075.55%5.82%-6.24%-6.39%
20068.66%-4.31%4.58%7.72%
2005-0.04%0.88%4.81%3.56%
20044.04%5.48%-1.47%9.86%
2003-5.45%15.32%2.25%11.28%
20025.85%-4.75%-11.51%5.64%
2001-0.79%16.68%-10.50%14.52%
20006.34%0.11%4.39%7.14%
1999-5.09%20.92%-12.87%6.50%
19986.44%-7.96%-16.71%16.38%
1997-0.39%14.09%12.61%0.96%
19961.84%3.66%2.54%8.18%
19955.97%7.07%7.10%4.11%
1994-4.84%-1.77%6.38%0.95%
19933.38%2.16%3.72%4.70%
19924.48%-3.00%2.98%9.66%
199120.24%0.58%1.98%10.48%
1990-2.62%6.44%-22.11%9.39%
19894.26%8.42%10.53%-5.62%
198817.10%7.54%-4.94%-0.77%
198716.20%-0.19%5.78%-25.70%
198614.19%7.85%-14.67%-4.79%
198512.11%6.63%-4.21%13.47%
1984-10.21%2.61%8.66%-4.32%
198320.84%13.94%-1.12%-5.32%
19820.00%6.09%11.68%22.53%

Rank in category (by total return)

YTD25
1-month51
3-month16
1-year12
3-year3
5-year11

Load adjusted returns

1-year30.25%
3-year10.31%
5-year13.80%
10-year10.18%