Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTMSX (FULLER THALER BEHAVIORAL MICROCAP EQUITY FUND INSTITUTIONAL SHARES) | 17.63% | 34.62% | 11.73% | -2.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTMSX (FULLER THALER BEHAVIORAL MICROCAP EQUITY FUND INSTITUTIONAL SHARES) | 01/04/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.21 | 34.62 | 11.73 | -2.23 | NA | NA | NA | … | … | 17.63 | 1.71 | 3.88 | 13.11 | -31.07 | 37.45 | 15.57 | 12.61 |
| Sharpe Ratio | NA | 1.23 | 0.31 | -0.16 | NA | NA | NA | … | … | 1.72 | -0.04 | 0.01 | 0.40 | -1.00 | 1.25 | 0.32 | 0.64 |
| Standard Deviation(%) | NA | 25.91 | 27.40 | 28.23 | NA | NA | NA | … | … | 25.28 | 31.20 | 26.77 | 24.00 | 32.64 | 29.95 | 47.02 | 17.66 |
| Draw Down(%) | NA | 17.52 | 35.01 | 48.67 | NA | NA | NA | … | … | 10.99 | 35.01 | 17.97 | 21.90 | 36.04 | 17.10 | 51.51 | 16.36 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 1.44 | 1.88 | 1.25 | 0.94 | … | … | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 10.70 | 0.43 | 5.26 |
Data as of 06/05/2026, Common starting date is 01/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTMSX (FULLER THALER BEHAVIORAL MICROCAP EQUITY FUND INSTITUTIONAL SHARES) |
-11.64%
Mar 2022 – Mar 2025 |
-3.05%
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 |
|---|---|---|---|---|
| FTMSX (FULLER THALER BEHAVIORAL MICROCAP EQUITY FUND INSTITUTIONAL SHARES) |
26.23%
Mar 2020 – Mar 2023 |
13.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart