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FMIMX: COMMON STOCK FUND COMMON STOCK FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 36.48 0.02(0.05%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 12/18/1981 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 12.04% |
| Expenses | 0.88% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/18/1981 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 9.3 | 12.1 | 12.7 | 4.9 | 9.1 | 9.3 | 9.1 | 9.0 | 2.1 | 10.4 | 24.9 | -11.7 | 15.9 | 5.8 | 24.8 | -8.8 | 13.9 | 20.2 | -7.0 | 8.1 | 32.2 | 10.2 | 4.4 | 22.2 | 33.9 | -20.2 | -2.1 | 16.4 | 10.0 | 18.9 | 24.1 | -2.1 | 18.5 | 19.2 | 6.5 | -4.9 | 28.0 | 17.2 | 13.8 | -9.4 | 7.4 | 3.2 | 26.7 | -17.5 | 17.9 | 18.8 | -28.5 | -16.1 | 29.7 | -5.3 | 28.4 | 45.4 | 0.0 |
| Sharpe Ratio | NA | 1.02 | 0.5 | 0.55 | 0.11 | 0.37 | NA | NA | 0.35 | -0.04 | 0.41 | 1.34 | -0.56 | 0.73 | 0.15 | 2.0 | -0.8 | 1.56 | 1.32 | -0.51 | 0.39 | 2.87 | 0.75 | 0.18 | 1.19 | 1.1 | -0.55 | -0.33 | 1.04 | 0.62 | 1.44 | 1.59 | -0.16 | 1.05 | 0.82 | 0.23 | -0.48 | 2.01 | 1.52 | 0.71 | -0.96 | 0.55 | 0.05 | 1.51 | -1.34 | 0.96 | 1.0 | -0.88 | -0.94 | 2.82 | -1.1 | 1.41 | 2.19 | 0.0 |
| Draw Down(%) | NA | 13.8 | 13.8 | 21.3 | 27.7 | 38.1 | NA | NA | 56.8 | 19.5 | 9.4 | 11.2 | 19.3 | 17.5 | 38.1 | 6.6 | 17.4 | 3.8 | 8.7 | 12.6 | 12.1 | 4.9 | 10.4 | 21.3 | 15.1 | 29.0 | 44.6 | 16.4 | 9.7 | 7.3 | 8.6 | 13.2 | 21.6 | 15.8 | 8.3 | 19.1 | 30.7 | 7.7 | 9.9 | 15.0 | 13.8 | 8.3 | 12.0 | 10.8 | 32.4 | 11.8 | 13.3 | 49.2 | 32.9 | 7.4 | 16.8 | 10.7 | 2.8 | 0.0 |
| Standard Deviation(%) | NA | 18.5 | 17.1 | 17.9 | 19.7 | 19.9 | NA | NA | 18.4 | 20.3 | 16.4 | 15.9 | 23.4 | 21.6 | 37.0 | 11.7 | 12.7 | 8.5 | 15.1 | 13.7 | 20.8 | 11.2 | 13.8 | 24.5 | 18.6 | 30.6 | 38.7 | 15.9 | 12.6 | 12.5 | 12.4 | 14.7 | 20.1 | 15.6 | 18.3 | 13.8 | 17.5 | 12.1 | 8.8 | 13.8 | 13.0 | 9.4 | 13.1 | 15.0 | 17.2 | 12.4 | 13.9 | 37.0 | 21.8 | 8.6 | 11.2 | 15.6 | 17.1 | NA |
| Treynor Ratio | NA | 0.18 | 0.07 | 0.09 | 0.02 | 0.08 | NA | NA | 0.08 | -0.01 | 0.06 | 0.23 | -0.16 | 0.17 | 0.06 | 0.28 | -0.14 | 0.14 | 0.22 | -0.08 | 0.08 | 0.39 | 0.12 | 0.05 | 0.27 | 0.37 | -0.26 | -0.06 | 0.14 | 0.08 | 0.2 | 0.28 | -0.04 | 0.28 | 0.3 | 0.06 | -0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 | NA | NA | 0.02 | -0.03 | -0.02 | 0.03 | 0.02 | -0.02 | -0.04 | 0.0 | -0.01 | -0.01 | 0.03 | -0.02 | -0.02 | 0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.08 | -0.03 | 0.01 | -0.01 | 0.0 | -0.01 | 0.04 | 0.07 | 0.04 | 0.0 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.06 | 1.14 | 1.06 | 0.94 | 0.91 | NA | NA | 0.82 | 1.04 | 1.16 | 0.93 | 0.82 | 0.96 | 0.92 | 0.83 | 0.73 | 0.93 | 0.92 | 0.85 | 1.03 | 0.83 | 0.88 | 0.88 | 0.83 | 0.92 | 0.81 | 0.87 | 0.9 | 0.93 | 0.88 | 0.85 | 0.74 | 0.59 | 0.49 | 0.53 | 0.73 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.63 | 0.66 | 0.77 | 0.72 | 0.77 | NA | NA | 0.56 | 0.81 | 0.79 | 0.79 | 0.82 | 0.46 | 0.83 | 0.82 | 0.87 | 0.73 | 0.87 | 0.88 | 0.37 | 0.86 | 0.91 | 0.95 | 0.94 | 0.95 | 0.87 | 0.83 | 0.8 | 0.82 | 0.8 | 0.87 | 0.84 | 0.73 | 0.6 | 0.43 | 0.64 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 12.0 | 6.8 | 3.7 | 5.7 | 7.1 | 7.1 | N/A | 12.1 | 2.2 | 3.4 | 0.1 | 0.4 | 0.8 | 5.9 | 8.4 | 11.9 | 5.7 | 9.1 | 11.8 | 11.7 | 10.3 | 8.2 | 3.8 | 0.3 | 5.0 | 14.6 | 12.3 | 11.9 | 5.5 | 2.6 | 3.4 | 14.5 | 6.5 | 2.6 | 20.7 | 18.9 | 13.2 | 0.6 | 0.2 | 0.3 | 0.6 | 1.1 | 1.3 | 1.3 | 0.3 | 0.8 | 0.5 | 1.2 | 1.7 | 2.7 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 494.2 | 1632.8 | -23.2 | -34.1 | -5.9 | 66.0 | N/A | 494.2 | -23.2 | 2322.5 | -61.5 | -50.5 | -83.8 | -42.4 | -28.5 | 144.2 | -47.7 | -26.4 | 16.1 | 15.4 | 19.7 | 152.2 | 1777.3 | -95.8 | -72.3 | 23.3 | 2.5 | 140.9 | 153.8 | -26.1 | -75.5 | 150.2 | 148.1 | -90.8 | 21.6 | 46.1 | 2225.4 | 208.1 | -26.0 | -52.8 | -33.8 | -30.4 | 17.3 | 476.5 | -76.2 | 38.8 | -46.9 | -36.6 | -19.3 | 50.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/1981
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See MID-CAP BLEND Asset Class Trend Rankings |
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