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Free Market U.S. Equity Fund (FMUEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.59-0.37 (-1.61%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.08%
5-Year Average Return9.61%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Apr 11, 2024)39.70%
Worst 1 Yr Total Return (Apr 11, 2024)N/A
Best 3-Yr Total Return39.70%
Worst 3-Yr Total Return4.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFMUEXCategory
YTD7.00%21.28%
1-Month4.73%-1.96%
3-Month7.00%4.90%
1-Year22.62%55.83%
3-Year7.88%11.08%
5-Year11.41%11.93%
10-Year8.84%10.64%
Last Bull Market53.59%25.54%
Last Bear Market-13.45%-22.08%

Annual Total Return (%) History

Year
FMUEXCategory
2024
N/AN/A
2023
17.10%N/A
2022
-10.35%N/A
2021
31.75%N/A
2020
5.67%2.63%
2019
22.47%25.18%
2018
-11.87%-12.86%
2017
13.44%13.22%
2016
21.22%18.06%
2015
-4.27%-5.41%
2014
6.21%9.31%
2013
39.70%35.14%
2012
19.22%16.60%
2011
-4.09%-3.96%
2010
24.53%21.92%
2009
30.38%35.41%
2008
-30.52%-36.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.00%N/AN/AN/A
20232.19%4.38%-2.43%12.52%
2022-2.78%-13.45%-4.45%11.50%
202117.89%4.86%-1.25%7.92%
2020-32.45%20.51%4.61%24.09%
201911.59%1.66%-0.79%8.81%
2018-1.86%4.72%3.99%-17.53%
20171.51%1.38%5.20%4.78%
20161.01%2.27%6.13%10.57%
20151.61%0.59%-9.95%4.02%
20141.15%3.59%-3.93%5.51%
201312.53%3.71%7.58%11.26%
201212.75%-4.00%7.09%2.85%
20118.17%-1.85%-21.03%14.39%
20109.44%-11.40%11.47%15.21%
2009-15.60%22.80%21.52%3.52%
20082.60%-3.51%-4.34%-26.63%

Rank In Category (By Total Return)

YTD62
1-Month77
3-Month62
1-Year32
3-Year55
5-Year36

Load Adjusted Returns

1-Year22.62%
3-Year7.88%
5-Year11.41%
10-Year8.84%