Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXFX (Fuller & Thaler Behavioral Small-Cap Growth Fund) | 28.55% | 56.86% | 28.23% | 14.75% | 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 |
|---|---|---|
| FTXFX (Fuller & Thaler Behavioral Small-Cap Growth Fund) | 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 (%) | -5.22 | 56.86 | 28.23 | 14.75 | NA | NA | NA | … | … | 28.55 | 15.04 | 28.99 | 33.29 | -27.42 | 25.60 | 51.45 | 19.27 | 1.01 | -0.85 |
| Sharpe Ratio | NA | 2.05 | 1.00 | 0.46 | NA | NA | NA | … | … | 2.40 | 0.41 | 1.17 | 1.48 | -0.86 | 0.99 | 1.29 | 0.93 | -0.01 | -5.36 |
| Standard Deviation(%) | NA | 26.76 | 25.82 | 26.90 | NA | NA | NA | … | … | 31.18 | 30.09 | 21.72 | 20.20 | 33.64 | 25.83 | 39.41 | 19.21 | 25.06 | 7.99 |
| Draw Down(%) | NA | 12.37 | 32.36 | 39.55 | NA | NA | NA | … | … | 12.37 | 32.36 | 12.28 | 15.14 | 34.76 | 13.47 | 41.25 | 12.84 | 32.94 | 1.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.18 | 3.28 | 2.18 | 1.64 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.46 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| FTXFX (Fuller & Thaler Behavioral Small-Cap Growth Fund) |
3.01%
Oct 2021 – Oct 2024 |
7.51%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXFX (Fuller & Thaler Behavioral Small-Cap Growth Fund) |
31.84%
May 2023 – May 2026 |
21.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart