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FMIHX: LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 13.23 0.01(0.08%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/20/2003 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 14.17% |
| Expenses | 0.84% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | -0.8 | 1.9 | 9.8 | -2.3 | 4.3 | 6.5 | 6.2 | 8.1 | 6.2 | 10.2 | 21.0 | -30.0 | 1.5 | 0.1 | 23.7 | -4.1 | 19.2 | 13.8 | -2.6 | 13.6 | 30.5 | 14.9 | 1.5 | 11.4 | 29.7 | -26.9 | 4.1 | 16.3 | 9.4 | 17.5 | 37.9 |
| Sharpe Ratio | NA | -0.46 | -0.07 | 0.45 | -0.25 | 0.13 | NA | NA | 0.38 | 0.21 | 0.55 | 1.27 | -1.03 | 0.07 | 0.0 | 2.01 | -0.39 | 2.7 | 1.05 | -0.19 | 0.75 | 2.94 | 1.27 | 0.07 | 0.76 | 1.12 | -0.81 | 0.08 | 1.58 | 0.87 | 1.83 | 3.13 |
| Draw Down(%) | NA | 11.9 | 11.9 | 14.9 | 39.8 | 39.8 | NA | NA | 47.8 | 12.5 | 7.6 | 11.8 | 32.4 | 16.6 | 34.2 | 6.4 | 16.0 | 2.8 | 7.9 | 12.2 | 9.3 | 4.9 | 8.4 | 17.8 | 14.1 | 27.4 | 39.0 | 8.1 | 6.2 | 4.9 | 6.1 | 4.5 |
| Standard Deviation(%) | NA | 14.9 | 13.2 | 13.9 | 20.0 | 19.2 | NA | NA | 18.1 | 16.0 | 11.9 | 13.8 | 30.6 | 21.2 | 34.3 | 11.0 | 14.2 | 6.9 | 12.9 | 14.2 | 18.1 | 10.4 | 11.8 | 21.1 | 15.0 | 26.4 | 34.2 | 12.1 | 8.2 | 8.3 | 9.0 | 14.2 |
| Treynor Ratio | NA | -0.1 | -0.01 | 0.08 | -0.06 | 0.03 | NA | NA | 0.08 | 0.05 | 0.09 | 0.19 | -0.35 | 0.02 | 0.0 | 0.27 | -0.07 | 0.21 | 0.15 | -0.03 | 0.16 | 0.34 | 0.17 | 0.02 | 0.14 | 0.32 | -0.34 | 0.01 | 0.18 | 0.1 | 0.22 | 0.0 |
| Alpha | NA | -0.09 | -0.07 | -0.03 | -0.05 | -0.03 | NA | NA | 0.0 | -0.03 | -0.03 | -0.01 | -0.06 | -0.07 | -0.07 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | 0.02 | 0.02 | 0.04 | NA |
| Beta | NA | 0.72 | 0.72 | 0.75 | 0.83 | 0.86 | NA | NA | 0.85 | 0.72 | 0.74 | 0.92 | 0.89 | 0.88 | 0.91 | 0.82 | 0.79 | 0.91 | 0.93 | 0.89 | 0.85 | 0.9 | 0.89 | 0.88 | 0.8 | 0.94 | 0.82 | 0.73 | 0.71 | 0.71 | 0.74 | NA |
| RSquared | NA | 0.43 | 0.43 | 0.64 | 0.55 | 0.69 | NA | NA | 0.76 | 0.71 | 0.63 | 0.77 | 0.57 | 0.34 | 0.85 | 0.86 | 0.9 | 0.77 | 0.9 | 0.95 | 0.28 | 0.93 | 0.94 | 0.97 | 0.94 | 0.94 | 0.95 | 0.9 | 0.77 | 0.77 | 0.76 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.6 | 12.9 | 11.5 | 0.6 | 0.8 | 1.5 | 8.9 | 16.2 | 10.0 | 8.0 | 9.7 | 10.8 | 8.1 | 2.6 | 3.8 | 1.0 | 1.5 | 0.8 | 3.7 | 3.2 | 3.2 | 2.5 | 1.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.9 | 22.0 | 1269.6 | -27.2 | -48.0 | -80.2 | -56.2 | 76.0 | 35.2 | -28.0 | -8.1 | 56.9 | 247.7 | -31.3 | 334.3 | -19.9 | 48.7 | -79.6 | 31.5 | 6.7 | 48.0 | 77.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/13/2003
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