Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTVCX (Fuller & Thaler Behavioral Mid-Cap Value Fund C Shares) | NA | 3.60% | 14.91% | 12.25% | 6.54% | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 04/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTVCX (Fuller & Thaler Behavioral Mid-Cap Value Fund C Shares) | 04/04/2003 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.60 | 14.91 | 12.25 | 6.54 | NA | NA | … | … | -2.91 | 31.59 | 10.49 | -0.34 | 18.70 | 32.62 | -29.30 | -5.28 | 12.48 | 10.95 | 10.66 | 38.53 |
| Sharpe Ratio | NA | 0.38 | 0.94 | 0.60 | 0.23 | NA | NA | … | … | -0.37 | 2.31 | 0.65 | -0.01 | 0.84 | 0.90 | -0.70 | -0.45 | 0.66 | 0.67 | 0.70 | 4.09 |
| Standard Deviation(%) | NA | 9.31 | 14.73 | 20.27 | 24.34 | NA | NA | … | … | 8.87 | 13.68 | 16.21 | 31.88 | 22.20 | 36.16 | 43.14 | 18.80 | 13.86 | 13.06 | 13.93 | 13.32 |
| Draw Down(%) | NA | 7.42 | 12.87 | 26.39 | 60.77 | NA | NA | … | … | 7.42 | 6.64 | 12.87 | 26.39 | 18.73 | 37.99 | 47.57 | 15.86 | 8.79 | 9.83 | 12.93 | 4.70 |
| Yield(%) | 0.00 | 14.63 | 14.24 | 10.03 | 7.70 | 7.79 | 5.84 | … | … | 0.00 | 18.05 | 18.66 | 5.89 | 0.00 | 0.00 | 0.58 | 12.20 | 14.11 | 12.41 | 8.47 | 6.62 |
Data as of 11/20/2014, 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 |
|---|---|---|---|---|
| FTVCX (Fuller & Thaler Behavioral Mid-Cap Value Fund C Shares) |
-18.63%
Feb 2006 – Feb 2009 |
-8.02%
Feb 2004 – Feb 2009 |
6.72%
Mar 2004 – Mar 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTVCX (Fuller & Thaler Behavioral Mid-Cap Value Fund C Shares) |
30.32%
Feb 2009 – Feb 2012 |
24.56%
Feb 2009 – Feb 2014 |
8.50%
May 2003 – May 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart