Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMUEX (FREE MARKET U.S. EQUITY FUND INSTITUTIONAL CLASS) | 15.18% | 30.72% | 17.63% | 7.91% | 10.57% | 10.68% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMUEX (FREE MARKET U.S. EQUITY FUND INSTITUTIONAL CLASS) | 01/03/2008 | 06/10/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 30.72 | 17.63 | 7.91 | 10.57 | 10.68 | NA | … | … | 15.18 | 12.79 | 12.16 | 17.10 | -16.41 | 28.27 | 4.44 | 22.44 | -11.62 | 12.85 | 21.85 | -4.27 | 6.67 | 39.10 | 19.22 | -4.09 | 24.53 | 29.74 | -31.40 |
| Sharpe Ratio | NA | 2.19 | 0.94 | 0.28 | 0.45 | NA | NA | … | … | 2.48 | 0.50 | 0.55 | 0.85 | -0.73 | 1.57 | 0.12 | 1.41 | -0.78 | 1.22 | 1.18 | -0.27 | 0.49 | 2.95 | 1.24 | -0.14 | 1.08 | 0.85 | -0.77 |
| Standard Deviation(%) | NA | 14.37 | 16.72 | 18.70 | 20.05 | NA | NA | … | … | 14.83 | 19.70 | 15.51 | 15.98 | 24.69 | 18.01 | 36.27 | 14.85 | 16.70 | 10.00 | 18.32 | 15.75 | 13.64 | 13.23 | 15.56 | 29.97 | 22.63 | 34.91 | 42.15 |
| Draw Down(%) | NA | 7.61 | 22.68 | 22.68 | 42.31 | NA | NA | … | … | 7.61 | 19.86 | 8.26 | 12.48 | 21.19 | 7.67 | 42.31 | 9.68 | 23.70 | 5.04 | 12.66 | 14.28 | 10.82 | 4.99 | 12.48 | 27.44 | 19.91 | 34.78 | 50.63 |
| Yield(%) | 0.00 | 2.09 | 3.76 | 2.50 | 4.20 | 5.64 | 4.73 | … | … | 0.00 | 2.08 | 4.15 | 4.63 | 0.89 | 2.19 | 0.47 | 6.41 | 4.84 | 4.12 | 5.66 | 7.55 | 4.36 | 4.41 | 2.13 | 1.25 | 0.69 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUEX (FREE MARKET U.S. EQUITY FUND INSTITUTIONAL CLASS) |
-6.52%
Mar 2017 – Mar 2020 |
-1.08%
Mar 2015 – Mar 2020 |
6.08%
Oct 2013 – Oct 2023 |
6.83%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUEX (FREE MARKET U.S. EQUITY FUND INSTITUTIONAL CLASS) |
30.41%
Feb 2009 – Feb 2012 |
27.33%
Feb 2009 – Feb 2014 |
16.76%
Feb 2009 – Feb 2019 |
13.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart