Home
Mail
News
Sport
Finance
Celebrity
Style
Weather
Mobile
Messenger
Movies
More
Yahoo
Mail
News
Market Data
Crypto
Bank of England
Money Matters
Property
Top Stocks
Work & Management
Industry News
Brexit
My Portfolio
My Screeners
Watchlists
Videos
UK markets closed
FTSE 100
8,146.86
-16.81
(-0.21%)
FTSE 250
20,120.36
-75.59
(-0.37%)
AIM
776.04
-4.39
(-0.56%)
GBP/EUR
1.1845
-0.0034
(-0.29%)
GBP/USD
1.2686
-0.0074
(-0.58%)
Bitcoin GBP
52,337.73
+157.55
(+0.30%)
FMI Large Cap Institutional (FMIQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.04
-0.11
(-0.68%)
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
7.72%
5-year average return
9.50%
Number of years up
5
Number of years down
2
Best 1-yr total return (13 Jun 2024)
23.79%
Worst 1-yr total return (13 Jun 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
8.53%
5.31%
1-month
2.93%
-4.19%
3-month
5.35%
3.90%
1-year
26.73%
20.31%
3-year
6.06%
6.48%
5-year
10.67%
11.78%
10-year
9.53%
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
71
1-month
84
3-month
8
1-year
56
3-year
80
5-year
93
Load adjusted returns
1-year
26.73%
3-year
6.06%
5-year
10.67%
10-year
9.53%
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.