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Fairholme Focused Income (FOCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.81+0.04 (+0.31%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.64%
5-year average return6.16%
Number of years up9
Number of years down5
Best 1-yr total return (17 Apr 2024)32.32%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return32.32%
Worst 3-yr total return-0.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFOCIXCategory
YTD5.70%5.91%
1-month2.14%0.61%
3-month5.70%4.02%
1-year13.36%18.59%
3-year9.41%8.56%
5-year6.48%7.44%
10-year5.00%6.20%
Last bull market14.15%11.89%
Last bear market-8.53%-8.23%

Annual total return (%) history

Year
FOCIXCategory
2024
N/AN/A
2023
12.58%N/A
2022
6.00%N/A
2021
6.73%N/A
2020
0.99%8.86%
2019
7.44%14.81%
2018
-6.87%-5.04%
2017
-0.53%9.86%
2016
32.32%6.62%
2015
-1.50%-2.32%
2014
-3.39%4.02%
2013
29.92%7.23%
2012
5.19%9.40%
2011
-0.72%1.70%
2010
11.16%10.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.70%N/AN/AN/A
20234.97%1.81%2.47%2.80%
20226.57%-8.53%-0.34%9.10%
20212.79%2.99%-1.57%2.44%
2020-9.53%3.35%-1.05%9.16%
20196.71%1.73%0.46%-1.48%
2018-4.74%4.57%-2.57%-4.04%
2017-1.43%-2.13%5.94%-2.66%
20160.28%11.82%2.65%14.95%
20154.79%0.24%3.79%-9.66%
20144.61%0.75%-1.47%-6.97%
20137.48%15.79%0.94%3.41%
20125.98%0.48%3.50%-4.55%
20114.93%-1.37%-9.41%5.90%
20103.70%-0.29%4.38%2.99%

Rank in category (by total return)

YTD4
1-month25
3-month4
1-year9
3-year2
5-year10

Load adjusted returns

1-year13.36%
3-year9.41%
5-year6.48%
10-year5.00%