Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTHAX (FULLER & THALER BEHAVIORAL CORE EQUITY FUND A SHARES) | 10.94% | 26.18% | 18.46% | 10.97% | 13.64% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTHAX (FULLER & THALER BEHAVIORAL CORE EQUITY FUND A SHARES) | 10/29/2015 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 26.18 | 18.46 | 10.97 | 13.64 | NA | NA | … | … | 10.94 | 11.64 | 15.84 | 22.19 | -7.73 | 30.42 | 10.04 | 28.02 | 1.04 | 0.14 | 29.59 | -4.92 |
| Sharpe Ratio | NA | 1.65 | 0.95 | 0.46 | 0.57 | NA | NA | … | … | 1.57 | 0.44 | 0.73 | 1.08 | -0.40 | 1.64 | 0.26 | 1.84 | -0.05 | 0.12 | 1.80 | -1.62 |
| Standard Deviation(%) | NA | 15.16 | 17.73 | 18.87 | 21.32 | NA | NA | … | … | 15.93 | 19.97 | 16.81 | 17.37 | 23.03 | 18.54 | 37.03 | 14.44 | 10.58 | 13.38 | 16.33 | 15.82 |
| Draw Down(%) | NA | 9.44 | 24.66 | 24.66 | 37.76 | NA | NA | … | … | 9.44 | 21.48 | 9.51 | 11.45 | 20.27 | 7.53 | 37.76 | 9.37 | 0.00 | 2.85 | 12.26 | 8.97 |
| Yield(%) | 0.00 | 0.37 | 4.00 | 3.22 | 3.54 | 2.96 | 2.22 | … | … | 0.00 | 0.36 | 8.56 | 1.91 | 0.87 | 4.60 | 0.29 | 0.42 | 0.00 | 0.00 | 0.47 | 12.73 |
Data as of 06/08/2026, Common starting date is 10/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTHAX (FULLER & THALER BEHAVIORAL CORE EQUITY FUND A SHARES) |
8.03%
Apr 2021 – Apr 2024 |
9.83%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTHAX (FULLER & THALER BEHAVIORAL CORE EQUITY FUND A SHARES) |
28.14%
Mar 2018 – Mar 2021 |
20.29%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart