FMIMX vs. RSPN

In the year-to-date period, FMIMX achieves a 1.06% return, which is significantly lower than RSPN's 6.20% return. Over the past 10 years, FMIMX has underperformed RSPN with an annualized return of 3.13%, while RSPN has yielded a comparatively higher 11.72% annualized return.

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FMIMX has a 1.01% expense ratio, which is higher than RSPN's 0.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) and Invesco S&P 500® Equal Weight Industrials ETF (RSPN). 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 FMIMX Sharpe Ratio is 0.03, which is lower than the RSPN Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of FMIMX and RSPN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMIMX's dividend yield for the trailing twelve months is around 1.99%, more than RSPN's 0.93% yield.

The maximum FMIMX drawdown since its inception was -59.12%, roughly equal to the maximum RSPN drawdown of -61.64%. Use the drawdown chart below to compare losses from any high point for FMIMX and RSPN. For additional features, visit the drawdowns tool.

FMI Common Stock Fund (FMIMX) and Invesco S&P 500® Equal Weight Industrials ETF (RSPN) have volatilities of 5.82% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.