Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMIOX (Broadview Opportunity) | -38.67% | -36.71% | -11.46% | 26.89% | -9.62% | -2.50% | 0.31% | 3.83% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIOX (Broadview Opportunity) | 03/17/1998 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 03/17/1998.
AR inception is since 03/17/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.71 | -36.71 | -11.46 | 26.89 | -9.62 | -2.50 | 0.31 | 3.83 | -38.67 | 12.63 | 22.40 | -8.05 | 0.12 | 266.83 | -44.73 | -19.73 | 2.35 | -65.03 | -6.34 | -5.28 | 40.70 | 13.33 | -3.37 | 29.55 | 40.16 | -30.47 | 3.77 | 12.37 | 5.32 | 6.03 | 48.11 | -22.24 | 2.53 | 23.41 | 54.11 | 21.40 |
| Sharpe Ratio | NA | -1.00 | -0.53 | 0.33 | -0.15 | NA | NA | 0.05 | -1.18 | 0.31 | 0.91 | -0.28 | 0.00 | 1.65 | -0.49 | -0.58 | 0.10 | 1.63 | -0.32 | -0.30 | 2.98 | 0.85 | -0.11 | 1.38 | 1.25 | -0.79 | 0.05 | 0.72 | 0.27 | 0.35 | 2.61 | -0.92 | 0.01 | 0.63 | 2.97 | 1.19 |
| Standard Deviation(%) | NA | 42.64 | 30.79 | 76.59 | 75.66 | NA | NA | 49.29 | 69.19 | 19.92 | 20.05 | 34.39 | 31.73 | 160.60 | 95.44 | 36.40 | 16.71 | 18.51 | 19.86 | 17.72 | 13.65 | 15.75 | 29.71 | 21.38 | 32.16 | 39.61 | 14.94 | 12.62 | 11.60 | 14.58 | 18.20 | 25.48 | 22.46 | 30.83 | 17.15 | 20.37 |
| Draw Down(%) | NA | 52.63 | 52.63 | 52.63 | 92.62 | NA | NA | 92.62 | 45.82 | 13.63 | 15.43 | 26.20 | 25.80 | 40.00 | 65.41 | 41.05 | 10.75 | 11.60 | 21.03 | 11.07 | 6.55 | 14.52 | 27.65 | 17.22 | 28.15 | 47.05 | 13.27 | 12.89 | 10.30 | 18.09 | 15.74 | 40.22 | 27.85 | 20.94 | 12.59 | 23.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 | 3.40 | 6.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.14 | 2.97 | 3.89 | 0.00 | 0.16 | 16.26 | 7.83 | 13.09 | 10.86 | 3.55 | 0.00 | 0.00 | 0.00 | 13.80 | 13.28 | 3.75 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIOX (Broadview Opportunity) |
-49.84%
Sep 2016 - Sep 2019 |
-37.99%
Mar 2015 - Mar 2020 |
-16.28%
Oct 2010 - Oct 2020 |
-9.56%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIOX (Broadview Opportunity) |
80.78%
Aug 2020 - Aug 2023 |
38.98%
Nov 2019 - Nov 2024 |
14.94%
Aug 1998 - Aug 2008 |
13.98%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart