Nasdaq - Delayed Quote • USD
FMI Common Stock Fund (FMIMX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.57% |
| 5y Average Return | 11.98% |
| Number of Years Up | 32 |
| Number of Years Down | 10 |
| Best 1Y Total Return (Apr 23, 2024) | 33.89% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 33.89% |
| Worst 3Y Total Return | 6.04% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FMIMX
Category
- YTD
- 8.91%
- 17.04%
- 1-Month
- 4.56%
- -0.01%
- 3-Month
- 8.91%
- 5.47%
- 1-Year
- 26.50%
- 50.44%
- 3-Year
- 14.11%
- 13.15%
- 5-Year
- 13.90%
- 13.75%
- 10-Year
- 10.39%
- 11.35%
- Last Bull Market
- 55.30%
- 25.95%
- Last Bear Market
- -11.05%
- -22.55%
Annual Total Return (%) History
Year
FMIMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.91% | -- | -- | -- |
| 2023 | 7.51% | 5.69% | -1.91% | 12.04% |
| 2022 | -4.58% | -11.05% | -1.22% | 12.22% |
| 2021 | 12.51% | 6.64% | 0.42% | 8.43% |
| 2020 | -27.14% | 14.42% | 1.60% | 24.90% |
| 2019 | 15.12% | 4.84% | -1.01% | 4.48% |
| 2018 | -0.26% | 1.02% | 2.88% | -11.87% |
| 2017 | 3.52% | 2.22% | 4.23% | 3.16% |
| 2016 | 5.44% | 0.71% | 4.95% | 7.86% |
| 2015 | 2.36% | -1.62% | -8.44% | 1.05% |
| 2014 | 1.81% | 4.93% | -4.90% | 4.79% |
| 2013 | 10.20% | 0.42% | 9.75% | 8.70% |
| 2012 | 10.05% | -5.10% | 1.15% | 4.27% |
| 2011 | 6.82% | 0.93% | -16.31% | 15.84% |
| 2010 | 8.79% | -8.25% | 8.24% | 13.07% |
| 2009 | -9.23% | 21.52% | 19.99% | 1.16% |
| 2008 | -2.62% | -2.31% | 4.43% | -19.88% |
| 2007 | 5.55% | 5.82% | -6.24% | -6.39% |
| 2006 | 8.66% | -4.31% | 4.58% | 7.72% |
| 2005 | -0.04% | 0.88% | 4.81% | 3.56% |
| 2004 | 4.04% | 5.48% | -1.47% | 9.86% |
| 2003 | -5.45% | 15.32% | 2.25% | 11.28% |
| 2002 | 5.85% | -4.75% | -11.51% | 5.64% |
| 2001 | -0.79% | 16.68% | -10.50% | 14.52% |
| 2000 | 6.34% | 0.11% | 4.39% | 7.14% |
| 1999 | -5.09% | 20.92% | -12.87% | 6.50% |
| 1998 | 6.44% | -7.96% | -16.71% | 16.38% |
| 1997 | -0.39% | 14.09% | 12.61% | 0.96% |
| 1996 | 1.84% | 3.66% | 2.54% | 8.18% |
| 1995 | 5.97% | 7.07% | 7.10% | 4.11% |
| 1994 | -4.84% | -1.77% | 6.38% | 0.95% |
| 1993 | 3.38% | 2.16% | 3.72% | 4.70% |
| 1992 | 4.48% | -3.00% | 2.98% | 9.66% |
| 1991 | 20.24% | 0.58% | 1.98% | 10.48% |
| 1990 | -2.62% | 6.44% | -22.11% | 9.39% |
| 1989 | 4.26% | 8.42% | 10.53% | -5.62% |
| 1988 | 17.10% | 7.54% | -4.94% | -0.77% |
| 1987 | 16.20% | -0.19% | 5.78% | -25.70% |
| 1986 | 14.19% | 7.85% | -14.67% | -4.79% |
| 1985 | 12.11% | 6.63% | -4.21% | 13.47% |
| 1984 | -10.21% | 2.61% | 8.66% | -4.32% |
| 1983 | 20.84% | 13.94% | -1.12% | -5.32% |
| 1982 | 0.00% | 6.09% | 11.68% | 22.53% |
Rank in Category (By Total Return)
| YTD | 53 |
| 1-Month | 47 |
| 3-Month | 53 |
| 1-Year | 21 |
| 3-Year | 2 |
| 5-Year | 9 |
Load Adjusted Returns
| 1-Year | 26.50% |
| 3-Year | 14.11% |
| 5-Year | 13.90% |
| 10-Year | 10.39% |
Performance & Risk
| YTD Return | 4.57% |
| 5y Average Return | 11.98% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | FMI Funds |
| Net Assets | 2.07B |
| YTD Return | 8.91% |
| Yield | 0.24% |
| Morningstar Rating | |
| Inception Date | Oct 31, 2016 |
Fund Summary
The fund invests mainly in small- to medium-capitalization companies (namely, companies with less than $7 billion market capitalization at the time of initial purchase) listed or traded on a national securities exchange or on a national securities association. Under normal market conditions, the fund invests 80% of its net assets in common stocks, including for purposes of this limitation common stocks of foreign companies which the fund principally invests in through ADRs or American Depositary Shares ADSs. ADRs and ADSs are dollar-denominated securities of foreign issuers traded in the U.S.
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