Fairholme
(FAIRX)
+0.04
+0.10%
| 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 |
YTD
4/2013 |
|
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Total Return % |
23.96 | 24.93 | 13.74 | 16.72 | 12.35 | -29.7 | 39.01 | 25.47 | -32.42 | 35.81 | 12.21 |
|
% Rank in Cat |
92 | 4 | 14 | 23 | 10 | 6 | 9 | 1 | 100 | 1 | 80 |
|
+/- Category |
-4.48 | 11.96 | 7.79 | -1.43 | 10.93 | 7.39 | 14.88 | 11.81 | -31.67 | 21.24 | -1.12 |
| +/- Index* | -4.72 | 14.05 | 8.83 | 0.93 | 6.86 | 7.3 | 12.55 | 10.41 | -34.53 | 19.81 | -0.53 |
-
Fund
-
Category: Large Value
| TOTAL RETURN % | +/- INDEX* | +/- CAT | % RANK IN CAT | |
|---|---|---|---|---|
| 1-Day | 0.1 | --- | --- | --- |
| 1-Week | -0.78 | --- | --- | --- |
| 4-Week | 14.44 | --- | --- | --- |
| 3-Month | 16.38 | 9.2 | 7.05 | 43 |
| Year-to-date | 21.79 | 9.05 | 13.33 | 80 |
| 1-Year | 40.77 | 23.88 | 18.19 | 64 |
| 3-Year Annualized | 10.13 | -2.67 | 11.13 | 100 |
| 5-Year Annualized | 5.66 | 0.45 | 3.95 | 42 |
| 10-Year Annualized | 11.37 | 3.49 | 7.76 | 1 |
Index: S&P 500 TR USD
| PERIOD | FAIRX |
|---|---|
| 1 Year | NA |
| 3 Year | NA |
| 5 Year | NA |
| 10 Year | NA |
| ONE YEAR RETURN | THREE YEAR RETURN | |
|---|---|---|
| Best | 46.54 (2000) | 20.77 (2003-2005) |
| Worst | -32.42 (2011) | -2.67 (2006-2008) |
All other Morningstar returns data through 04/30/2013
* Comparison index: S&P 500 TR USD
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