FOCIX - Fairholme Focused Income

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return-0.53%
5-Year Average Return10.23%
Number of Years Up4
Number of Years Down4
Best 1 Yr Total Return (Dec 30, 2017)32.32%
Worst 1 Yr Total Return (Dec 30, 2017)-3.39%
Best 3-Yr Total Return32.32%
Worst 3-Yr Total Return5.10%

Trailing Returns (%) Vs. Benchmarks

ReturnFOCIXCategory
YTD-0.53%6.47%
1-Month2.92%0.35%
3-Month-2.66%0.46%
1-Year-0.53%6.47%
3-Year9.04%4.91%
5-Year10.23%4.63%
10-Year0.00%6.43%
Last Bull Market13.43%11.97%
Last Bear Market-12.07%-7.34%

Annual Total Return (%) History

Year
FOCIXCategory
2017
-0.53%6.47%
2016
32.32%13.30%
2015
-1.50%-4.01%
2014
-3.39%1.11%
2013
29.92%6.90%
2012
5.19%14.67%
2011
-0.72%2.83%
2010
11.16%14.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
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%
2010-0.29%4.38%2.99%2.99%

Rank In Category (By Total Return)

YTD100
1-Month1
3-Month100
1-Year100
3-Year1
5-Year1

Load Adjusted Returns

1-Year-0.53%
3-Year9.04%
5-Year10.23%
10-YearN/A