Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAMDX (FAM Small Cap Fund Inst Shares) | -6.18% | -14.12% | 1.93% | 0.72% | 6.77% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAMDX (FAM Small Cap Fund Inst Shares) | 01/05/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | -14.12 | 1.93 | 0.72 | 6.77 | NA | NA | … | … | -6.18 | -9.36 | 7.92 | 13.05 | -12.63 | 20.03 | 10.25 | 27.05 | -9.29 | 4.67 | 26.47 |
| Sharpe Ratio | NA | -0.99 | -0.06 | -0.10 | 0.26 | NA | NA | … | … | -1.00 | -0.62 | 0.08 | 0.52 | -0.61 | 1.15 | 0.28 | 1.89 | -0.72 | 0.36 | 1.66 |
| Standard Deviation(%) | NA | 17.35 | 18.05 | 18.69 | 19.58 | NA | NA | … | … | 19.12 | 19.92 | 17.76 | 17.10 | 22.98 | 17.38 | 36.11 | 13.54 | 14.88 | 11.17 | 15.93 |
| Draw Down(%) | NA | 22.15 | 28.60 | 28.60 | 39.66 | NA | NA | … | … | 17.10 | 21.36 | 12.16 | 15.27 | 20.58 | 8.41 | 39.66 | 6.71 | 23.69 | 7.19 | 7.93 |
| Yield(%) | 0.00 | 2.98 | 5.05 | 4.12 | 4.86 | 3.57 | 2.67 | … | … | 0.00 | 2.90 | 4.77 | 7.20 | 0.31 | 7.89 | 0.00 | 0.59 | 8.21 | 2.21 | 3.67 |
Data as of 06/05/2026, Common starting date is 01/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMDX (FAM Small Cap Fund Inst Shares) |
-5.18%
Mar 2017 – Mar 2020 |
0.57%
May 2021 – May 2026 |
6.48%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAMDX (FAM Small Cap Fund Inst Shares) |
23.38%
Mar 2020 – Mar 2023 |
17.83%
Mar 2020 – Mar 2025 |
8.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart