Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXCX (Fuller & Thaler Behavioral Small-Cap Growth Fund Shares) | NA | 34.67% | 13.40% | NA | NA | NA | NA | … | … |
Data as of 06/24/2013, Common starting date is 04/27/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTXCX (Fuller & Thaler Behavioral Small-Cap Growth Fund Shares) | 04/27/2009 | 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 (%) | -2.90 | 34.67 | 13.40 | NA | NA | NA | NA | … | … | 15.94 | 17.18 | -7.95 | 13.79 | 26.54 |
| Sharpe Ratio | NA | 2.26 | 0.63 | NA | NA | NA | NA | … | … | 2.42 | 1.16 | -0.28 | 0.61 | 1.99 |
| Standard Deviation(%) | NA | 14.42 | 21.29 | NA | NA | NA | NA | … | … | 15.05 | 14.89 | 28.86 | 22.37 | 20.55 |
| Draw Down(%) | NA | 6.76 | 28.96 | NA | NA | NA | NA | … | … | 4.33 | 13.48 | 28.96 | 18.66 | 8.13 |
| Yield(%) | 0.00 | 0.00 | 0.08 | 0.20 | 0.10 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 0.22 | 0.37 | 0.23 |
Data as of 06/24/2013, Common starting date is 04/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXCX (Fuller & Thaler Behavioral Small-Cap Growth Fund Shares) |
7.07%
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 |
|---|---|---|---|---|
| FTXCX (Fuller & Thaler Behavioral Small-Cap Growth Fund Shares) |
13.23%
May 2010 – May 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart