Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTSIX (Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares) | 14.18% | 25.73% | 14.61% | 6.11% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTSIX (Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares) | 01/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 25.73 | 14.61 | 6.11 | NA | NA | NA | … | … | 14.18 | 6.04 | 11.86 | 18.52 | -17.64 | 25.30 | 19.19 | 26.37 |
| Sharpe Ratio | NA | 1.59 | 0.73 | 0.20 | NA | NA | NA | … | … | 2.01 | 0.16 | 0.56 | 0.87 | -0.75 | 1.34 | 0.44 | 1.73 |
| Standard Deviation(%) | NA | 15.72 | 16.83 | 19.08 | NA | NA | NA | … | … | 16.61 | 19.67 | 14.64 | 17.21 | 25.63 | 18.82 | 42.93 | 14.47 |
| Draw Down(%) | NA | 6.80 | 23.30 | 27.57 | NA | NA | NA | … | … | 6.80 | 19.79 | 9.03 | 14.18 | 27.15 | 8.08 | 42.12 | 10.42 |
| Yield(%) | 0.00 | 0.71 | 0.93 | 1.68 | 1.83 | 1.22 | 0.92 | … | … | 0.00 | 0.68 | 0.93 | 1.01 | 0.77 | 6.62 | 0.42 | 2.67 |
Data as of 06/08/2026, Common starting date is 01/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTSIX (Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares) |
1.31%
Apr 2021 – Apr 2024 |
5.67%
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 |
|---|---|---|---|---|
| FTSIX (Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares) |
24.19%
Mar 2020 – Mar 2023 |
17.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart