Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXAX (FULLER THALER BEHAVIORAL SMALLCAP GROWTH FUND A SHARES) | NA | 35.44% | 14.17% | NA | NA | NA | NA | … | … |
Data as of 06/24/2013, Common starting date is 04/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTXAX (FULLER THALER BEHAVIORAL SMALLCAP GROWTH FUND A SHARES) | 04/24/2009 | 06/24/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | 35.44 | 14.17 | NA | NA | NA | NA | … | … | 16.12 | 18.15 | -7.30 | 14.52 | 26.38 |
| Sharpe Ratio | NA | 2.31 | 0.66 | NA | NA | NA | NA | … | … | 2.44 | 1.22 | -0.25 | 0.65 | 1.97 |
| Standard Deviation(%) | NA | 14.44 | 21.50 | NA | NA | NA | NA | … | … | 15.10 | 14.92 | 28.85 | 22.34 | 20.49 |
| Draw Down(%) | NA | 6.71 | 28.69 | NA | NA | NA | NA | … | … | 4.39 | 13.34 | 28.69 | 18.53 | 8.10 |
| Yield(%) | 0.00 | 0.58 | 0.34 | 0.50 | 0.25 | 0.17 | 0.13 | … | … | 0.00 | 0.57 | 0.33 | 0.28 | 0.92 |
Data as of 06/24/2013, Common starting date is 04/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXAX (FULLER THALER BEHAVIORAL SMALLCAP GROWTH FUND A SHARES) |
7.84%
Dec 2009 – Dec 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXAX (FULLER THALER BEHAVIORAL SMALLCAP GROWTH FUND A SHARES) |
14.07%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart