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F/m Investments Large Cap Focused Inst (IAFLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.47-0.02 (-0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.66%
5-year average return17.28%
Number of years up6
Number of years down1
Best 1-yr total return (19 Jun 2024)42.64%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return42.64%
Worst 3-yr total return6.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIAFLXCategory
YTD11.80%12.38%
1-month5.91%5.09%
3-month0.43%10.28%
1-year25.90%41.70%
3-year8.18%22.56%
5-year17.62%21.98%
10-year0.00%15.99%
Last bull market28.37%25.99%
Last bear market-23.00%-17.29%

Annual total return (%) history

Year
IAFLXCategory
2024
N/AN/A
2023
41.05%N/A
2022
-31.44%N/A
2021
26.28%N/A
2020
42.64%35.86%
2019
30.16%31.90%
2018
1.47%-2.09%
2017
25.81%27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.13%N/AN/AN/A
202317.61%14.40%-8.53%14.62%
2022-7.35%-23.00%-7.70%4.13%
20212.27%11.67%-1.64%12.42%
2020-12.56%30.29%15.73%8.20%
201915.82%3.38%-1.71%10.60%
20183.91%6.63%10.22%-16.92%
20177.46%2.28%5.00%9.02%

Rank in category (by total return)

YTD54
1-month35
3-month79
1-year80
3-year38
5-year23

Load adjusted returns

1-year25.90%
3-year8.18%
5-year17.62%
10-yearN/A