Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTVAX (Fuller & Thaler Behavioral Mid-Cap Fund A Shares) | -0.64% | 2.41% | 8.26% | 2.55% | 1.27% | 6.89% | 6.09% | … | … |
Data as of 03/13/2026, Common starting date is 04/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTVAX (Fuller & Thaler Behavioral Mid-Cap Fund A Shares) | 04/04/2003 | 03/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.75 | 2.41 | 8.26 | 2.55 | 1.27 | 6.89 | 6.09 | … | … | -0.64 | -2.78 | 9.72 | 11.98 | 62.28 | 32.58 | 11.19 | 0.39 | 19.62 | 33.55 | -28.72 | -4.54 | 13.39 | 11.72 | 11.46 | 39.38 |
| Sharpe Ratio | NA | -0.02 | 0.28 | 0.39 | 0.16 | NA | NA | … | … | -0.32 | -0.27 | 0.43 | 0.46 | 0.09 | 2.38 | 0.69 | 0.01 | 0.88 | 0.93 | -0.68 | -0.41 | 0.73 | 0.73 | 0.75 | 4.18 |
| Standard Deviation(%) | NA | 21.25 | 17.90 | 32.06 | 32.06 | NA | NA | … | … | 18.11 | 20.87 | 14.13 | 18.31 | 61.59 | 13.70 | 16.35 | 31.97 | 22.17 | 36.12 | 43.20 | 18.69 | 13.82 | 13.04 | 13.93 | 13.34 |
| Draw Down(%) | NA | 14.55 | 20.50 | 20.50 | 20.50 | NA | NA | … | … | 6.42 | 18.54 | 8.15 | 16.23 | 17.51 | 6.55 | 12.71 | 26.26 | 18.57 | 37.91 | 47.51 | 15.55 | 8.64 | 9.65 | 12.69 | 4.63 |
| Yield(%) | 0.00 | 0.00 | 1.12 | 1.03 | 0.51 | 3.14 | 3.45 | … | … | 0.00 | 0.00 | 1.28 | 1.69 | 2.20 | 17.58 | 18.66 | 5.72 | 0.21 | 0.59 | 1.10 | 12.36 | 13.93 | 12.22 | 8.41 | 6.60 |
Data as of 03/13/2026, Common starting date is 04/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTVAX (Fuller & Thaler Behavioral Mid-Cap Fund A Shares) |
-17.97%
Feb 2006 – Feb 2009 |
-7.31%
Feb 2004 – Feb 2009 |
7.22%
Nov 2004 – Nov 2014 |
10.83%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTVAX (Fuller & Thaler Behavioral Mid-Cap Fund A Shares) |
36.07%
Mar 2019 – Mar 2022 |
25.47%
Feb 2009 – Feb 2014 |
17.15%
Feb 2016 – Feb 2026 |
12.32%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart