Performance history is an average of all accounts managed in each of three categories - Growth, Balanced and Income, and represents total returns after all management fees, all brokerage commissions, and reinvestment of dividends and interest. Information regarding the types of accounts and strategies used for investing in these portfolios can be found in this website in the section "Investment Style".
-
In the following chart, FIM's performance results are compared to the performance of the S&P 500, a broad market average of large cap stocks.
-
|
FIM PERFORMANCE
|
|
COMPARISON |
| YEAR |
GROWTH
COMPOSITE |
BALANCED
COMPOSITE |
INCOME
COMPOSITE |
S&P 500
COMPOSITE |
Russell 2000 |
|
1980
|
+71.8% |
N/A |
N/A |
+32.5% |
+38.6% |
|
1981
|
+14.1% |
N/A |
N/A |
-4.9% |
+2.0% |
|
1982
|
+23.6% |
+21.5% |
N/A |
+21.6% |
+25.0% |
|
1983
|
+25.4% |
+13.2% |
N/A |
+22.6% |
+29.1% |
|
1984
|
-2.1% |
+7.6% |
N/A |
+6.3% |
-7.1% |
|
1985
|
+31.5% |
+27.5% |
+21.0% |
+31.7% |
+31.0% |
|
1986
|
-4.1% |
+7.0% |
+13.7% |
+18.7% |
+5.7% |
|
1987
|
-2.2% |
+3.1% |
+1.3% |
+5.3% |
-8.8% |
|
1988
|
+24.4% |
+13.7% |
+10.6% |
+16.6% |
+24.9% |
|
1989
|
+12.2% |
+21.5% |
+16.1% |
+31.7% |
+16.3% |
|
1990
|
-6.0% |
+1.6% |
+4.5% |
-3.1% |
-19.5% |
|
1991
|
+47.0% |
+23.9% |
+15.9% |
+30.5% |
+46.1% |
| 1992 |
+11.5% |
+12.4% |
+7.7% |
+7.6% |
+18.4% |
|
1993
|
+27.9% |
+18.6% |
+13.7% |
+10.1% |
+18.9% |
|
1994
|
-2.7% |
- 4.7% |
-2.4% |
-1.3% |
-1.8% |
|
1995
|
+32.5% |
+21.1% |
+23.4% |
+37.6% |
+28.4% |
|
1996
|
+17.8% |
+18.0% |
+9.5% |
+23.0% |
+16.5% |
|
1997
|
+34.4% |
+26.9% |
+12.9% |
+33.4% |
+22.4% |
|
1998
|
+2.3% |
+1.4% |
+1.1% |
+28.6% |
-2.6% |
|
1999
|
+8.2% |
+1.4% |
-3.4% |
+21.0% |
+21.3% |
|
2000
|
+27.9% |
+32.1% |
+22.1% |
-9.1% |
-3.0% |
|
2001
|
-5.8% |
-7.1% |
+6.2% |
-11.9% |
+2.5% |
|
2002
|
-21.1% |
-12.1% |
-1.4% |
-22.1% |
-20.5% |
|
2003
|
+23.3% |
+27.2% |
+31.7% |
+ 28.7%
|
+ 47.3% |
|
2004
|
+28.5% |
+27.1% |
+20.5% |
+ 10.9%
|
+ 18.3% |
|
2005
|
+18.2% |
+12.9% |
+ 3.3% |
+ 4.9%
|
+ 4.6% |
|
2006
|
+23.4% |
+23.5% |
+ 20.5% |
+ 15.8%
|
+ 18.4% |
2007 |
+11.1% |
+6.2% |
- 0.3% |
+5.5% |
- 1.6% |
2008 |
-26.4% |
-26.5% |
- 25.3% |
-37.0% |
- 33.8% |
2009 |
+24.9% |
+21.4% |
+28.9% |
+26.5% |
+27.2% |
2010 |
+19.8% |
+15.2% |
+16.3% |
+15.1% |
+26.9% |
2011 |
+5.8% |
+9.0% |
+9.0% |
+2.1% |
-4.2% |
|
CUMULATIVE
|
+6384% /
32 Yrs
|
+2382% /
30 Yrs
|
+1087% /
27 Yrs |
+2766% /
32 Yrs
|
+2247%
/
32 Yrs |
|
ANNUALIZED
|
+13.9% /
Year
|
+11.3% /
Year
|
+9.6% /
Year |
+11.1% /
Year
|
10.4% /
Year |
Past performance does not guarantee future results. Returns are calculated after management fees and brokerage expenses and include reinvestment of dividends and interest. All portfolios are equally weighted and the following criteria are applied: minimum account size of $50,000, sufficient diversification (5+ positions) and FIM having full discretion over the portfolio for the vast majority of the year. |
|
|
