Advertisement
U.S. Markets closed

FAM Small Cap Investor (FAMFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
27.960.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.66%
5-Year Average Return12.59%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Oct 15, 2024)40.49%
Worst 1 Yr Total Return (Oct 15, 2024)N/A
Best 3-Yr Total Return40.49%
Worst 3-Yr Total Return5.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFAMFXCategory
YTD12.64%12.40%
1-Month1.46%3.37%
3-Month12.69%4.88%
1-Year27.02%55.69%
3-Year7.63%19.34%
5-Year12.09%20.72%
10-Year10.43%13.98%
Last Bull Market26.98%27.85%
Last Bear Market-8.51%-24.06%

Annual Total Return (%) History

Year
FAMFXCategory
2024
N/AN/A
2023
20.11%N/A
2022
-12.42%N/A
2021
27.72%N/A
2020
10.10%38.62%
2019
26.89%27.68%
2018
-9.37%-5.76%
2017
4.55%21.50%
2016
24.21%11.20%
2015
-3.49%-2.41%
2014
5.58%2.44%
2013
40.49%40.91%
2012
N/A13.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.06%-5.75%12.69%N/A
20235.97%4.68%-3.97%12.76%
2022-7.81%-8.51%-2.18%6.15%
202113.73%3.76%2.85%5.24%
2020-30.29%20.92%4.14%25.41%
201911.68%3.83%3.05%6.19%
2018-1.04%6.94%3.48%-17.23%
2017-1.41%1.71%2.58%1.64%
20166.51%0.95%4.04%11.04%
20151.31%1.87%-9.55%3.39%
2014-0.27%0.95%-6.66%12.35%
201310.97%4.98%8.56%11.08%
2012-2.23%5.16%4.15%N/A

Rank In Category (By Total Return)

YTD48
1-Month41
3-Month3
1-Year43
3-Year4
5-Year24

Load Adjusted Returns

1-Year27.02%
3-Year7.63%
5-Year12.09%
10-Year10.43%