Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAFLX (F/m Investments Large Cap Focused Fund Institutional Class) | 27.53% | 51.77% | 31.33% | 18.45% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAFLX (F/m Investments Large Cap Focused Fund Institutional Class) | 10/04/2016 | 06/09/2026 |
| 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 (%) | -5.22 | 51.77 | 31.33 | 18.45 | NA | NA | NA | … | … | 27.53 | 25.86 | 20.96 | 41.05 | -41.39 | 1.31 | 25.62 | 30.16 | 1.29 | 25.81 | 2.34 |
| Sharpe Ratio | NA | 2.51 | 1.31 | 0.68 | NA | NA | NA | … | … | 3.07 | 0.96 | 0.69 | 1.90 | -1.25 | 0.04 | 0.66 | 1.81 | 0.00 | 2.67 | 0.93 |
| Standard Deviation(%) | NA | 20.29 | 21.44 | 23.59 | NA | NA | NA | … | … | 24.60 | 24.49 | 20.75 | 19.56 | 34.42 | 30.09 | 38.16 | 15.89 | 21.97 | 9.47 | 10.48 |
| Draw Down(%) | NA | 12.57 | 22.54 | 37.35 | NA | NA | NA | … | … | 12.57 | 22.35 | 12.92 | 14.25 | 41.85 | 24.96 | 30.35 | 8.30 | 22.70 | 4.30 | 5.45 |
| Yield(%) | 0.00 | 28.31 | 16.46 | 13.25 | 17.49 | 11.66 | 8.74 | … | … | 0.00 | 29.62 | 9.36 | 0.00 | 9.88 | 24.38 | 16.90 | 5.57 | 5.74 | 10.48 | 0.13 |
Data as of 06/09/2026, Common starting date is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFLX (F/m Investments Large Cap Focused Fund Institutional Class) |
4.99%
Sep 2020 – Sep 2023 |
10.33%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAFLX (F/m Investments Large Cap Focused Fund Institutional Class) |
34.26%
May 2023 – May 2026 |
24.47%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart