Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMIRX (FMI Provident Trust Strategy) | NA | 11.67% | 9.43% | 2.64% | 8.10% | 6.03% | NA | … | … |
Data as of 08/31/2012, Common starting date is 02/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIRX (FMI Provident Trust Strategy) | 02/20/1997 | 08/31/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 11.67 | 9.43 | 2.64 | 8.10 | 6.03 | NA | … | … | 9.69 | -3.65 | 12.89 | 24.79 | -21.00 | 4.77 | 9.03 | 15.99 | 12.84 | 32.28 | -26.34 | -6.92 | -16.69 | 24.90 | 38.74 | 19.67 |
| Sharpe Ratio | NA | 0.68 | 0.57 | 0.12 | 0.41 | NA | NA | … | … | 1.18 | -0.17 | 0.86 | 1.86 | -0.83 | 0.11 | 0.45 | 1.24 | 1.05 | 1.99 | -1.50 | -0.17 | -0.69 | 1.02 | 1.92 | 1.20 |
| Standard Deviation(%) | NA | 17.21 | 16.53 | 18.76 | 16.37 | NA | NA | … | … | 12.46 | 21.30 | 14.83 | 13.29 | 26.46 | 14.93 | 12.56 | 11.03 | 11.25 | 15.90 | 18.33 | 54.63 | 30.39 | 21.16 | 18.36 | 16.16 |
| Draw Down(%) | NA | 10.75 | 18.94 | 31.47 | 33.46 | NA | NA | … | … | 10.75 | 18.94 | 14.42 | 8.53 | 29.53 | 14.31 | 12.63 | 8.09 | 6.15 | 9.86 | 30.86 | 38.99 | 29.08 | 13.35 | 19.92 | 8.03 |
| Yield(%) | 0.00 | 0.09 | 0.09 | 0.32 | 2.85 | 7.18 | 6.14 | … | … | 0.00 | 0.08 | 0.00 | 0.19 | 0.39 | 1.05 | 5.15 | 6.70 | 7.86 | 0.06 | 1.26 | 44.37 | 16.85 | 17.00 | 14.02 | 4.97 |
Data as of 08/31/2012, Common starting date is 02/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIRX (FMI Provident Trust Strategy) |
-18.71%
Mar 2000 – Mar 2003 |
-4.43%
Apr 2000 – Apr 2005 |
0.05%
Aug 2000 – Aug 2010 |
5.80%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIRX (FMI Provident Trust Strategy) |
33.25%
Mar 1997 – Mar 2000 |
15.15%
Sep 2002 – Sep 2007 |
9.42%
Mar 1997 – Mar 2007 |
7.58%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart