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Money
How to protect your finances during divorce
However you do it divorce will leave you poorer, and you will need to watch your finances carefully
FMI Large Cap Institutional (FMIQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.29
-0.16
(-0.97%)
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
9.40%
5-year average return
10.35%
Number of years up
5
Number of years down
2
Best 1-yr total return (21 May 2024)
23.79%
Worst 1-yr total return (21 May 2024)
N/A
Best 3-yr total return
23.79%
Worst 3-yr total return
3.92%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FMIQX
Category
YTD
5.44%
5.31%
1-month
-2.85%
-4.19%
3-month
6.22%
3.90%
1-year
20.23%
20.31%
3-year
5.37%
6.48%
5-year
8.91%
11.78%
10-year
9.50%
10.96%
Last bull market
26.37%
25.56%
Last bear market
-13.10%
-15.11%
Annual total return (%) history
Year
FMIQX
Category
2024
N/A
N/A
2023
21.23%
22.32%
2022
-14.45%
-16.96%
2021
18.80%
26.07%
2020
10.42%
15.83%
2019
23.79%
28.78%
2018
-3.71%
-6.27%
2017
19.29%
20.44%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.53%
N/A
N/A
N/A
2023
4.04%
5.65%
-2.54%
13.17%
2022
-6.12%
-13.10%
-6.44%
12.09%
2021
6.12%
4.12%
-2.60%
10.40%
2020
-23.38%
15.49%
7.74%
15.82%
2019
10.70%
5.41%
0.30%
5.77%
2018
-1.12%
3.39%
4.10%
-9.53%
2017
5.53%
2.88%
3.64%
6.01%
Rank in category (by total return)
YTD
56
1-month
7
3-month
10
1-year
61
3-year
77
5-year
92
Load adjusted returns
1-year
20.23%
3-year
5.37%
5-year
8.91%
10-year
9.50%
Data disclaimer
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