Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTVSX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INSTITUTIONAL SHARES) | 1.53% | 0.83% | 7.72% | 4.04% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTVSX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INSTITUTIONAL SHARES) | 12/22/2017 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 0.83 | 7.72 | 4.04 | NA | NA | NA | … | … | 1.53 | -2.59 | 10.14 | 12.38 | -7.27 | 33.30 | 6.61 | 28.01 | -10.70 | 0.00 |
| Sharpe Ratio | NA | -0.08 | 0.28 | 0.06 | NA | NA | NA | … | … | -0.06 | -0.27 | 0.46 | 0.48 | -0.41 | 1.97 | 0.15 | 2.35 | -0.84 | -0.29 |
| Standard Deviation(%) | NA | 16.36 | 17.36 | 18.31 | NA | NA | NA | … | … | 16.54 | 20.84 | 14.13 | 18.31 | 21.15 | 16.85 | 42.80 | 11.31 | 14.38 | 4.10 |
| Draw Down(%) | NA | 14.42 | 20.37 | 20.37 | NA | NA | NA | … | … | 8.53 | 18.48 | 8.12 | 16.14 | 17.40 | 6.96 | 42.81 | 6.48 | 19.11 | 0.30 |
| Yield(%) | 0.00 | 1.88 | 1.95 | 1.87 | 1.64 | 1.10 | 0.82 | … | … | 0.00 | 1.87 | 1.53 | 1.85 | 2.11 | 2.09 | 0.45 | 1.53 | 0.59 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTVSX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INSTITUTIONAL SHARES) |
3.49%
Apr 2022 – Apr 2025 |
4.29%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTVSX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INSTITUTIONAL SHARES) |
23.67%
Mar 2020 – Mar 2023 |
18.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart