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
ACCOUNT |
BALANCED
ACCOUNT |
INCOME
ACCOUNT |
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% |
|
CUMULATIVE
|
+5461% /
28 Yrs
|
+2109% /
26 Yrs
|
+869% /
23 Yrs |
+2962% /
28 Yrs
|
2194%
/
28 Yrs |
|
ANNUALIZED
|
+15.4% /
Year
|
+12.6% /
Year
|
+10.4% /
Year |
+13.0% /
Year
|
11.8% /
Year |
Past performance is no guarantee of future success.
|
Performance is calculated according to the following criteria:
- Minimum account size of $50,000
- Sufficient diversification (5+ positions)
- Account under FIM management for great majority of the year
- Full discretion over the portfolio
- All portfolios in a given category are equally weighted
|
|
