FMIFX vs. VHCOX

In the year-to-date period, FMIFX achieves a 9.47% return, which is significantly higher than VHCOX's -0.13% return.

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FMIFX has a 0.90% expense ratio, which is higher than VHCOX's 0.43% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FMI International Fund II - Currency Unhedged Institutional Class (FMIFX) and Vanguard Capital Opportunity Fund Investor Shares (VHCOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FMIFX Sharpe Ratio is 0.43, which is higher than the VHCOX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of FMIFX and VHCOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMIFX's dividend yield for the trailing twelve months is around 2.10%, less than VHCOX's 8.17% yield.

The maximum FMIFX drawdown since its inception was -39.39%, smaller than the maximum VHCOX drawdown of -54.41%. Use the drawdown chart below to compare losses from any high point for FMIFX and VHCOX.

The current volatility for FMI International Fund II - Currency Unhedged Institutional Class (FMIFX) is 3.42%, while Vanguard Capital Opportunity Fund Investor Shares (VHCOX) has a volatility of 5.96%. This indicates that FMIFX experiences smaller price fluctuations and is considered to be less risky than VHCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.