Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTYCX (Fuller & Thaler Behavioral Small-Cap Equity Fund Shares) | NA | 6.30% | 7.49% | 7.90% | NA | NA | NA | … | … |
Data as of 02/01/2013, Common starting date is 12/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTYCX (Fuller & Thaler Behavioral Small-Cap Equity Fund Shares) | 12/23/2005 | 02/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.30 | 7.49 | 7.90 | NA | NA | NA | … | … | 0.00 | 9.11 | 3.49 | 11.50 | 52.67 | -24.71 | 2.20 | 5.49 | -0.10 |
| Sharpe Ratio | NA | 2.90 | 2.09 | 1.24 | NA | NA | NA | … | … | 0.00 | 3.95 | 0.74 | 3.35 | 7.92 | -2.54 | -0.24 | 1.11 | -11.14 |
| Standard Deviation(%) | NA | 2.16 | 3.56 | 6.23 | NA | NA | NA | … | … | NA | 2.31 | 4.66 | 3.41 | 6.64 | 10.06 | 3.39 | 1.99 | 0.79 |
| Draw Down(%) | NA | 2.90 | 8.74 | 32.08 | NA | NA | NA | … | … | 0.00 | 2.90 | 8.74 | 4.54 | 8.17 | 32.08 | 6.00 | 3.06 | 0.10 |
| Yield(%) | 0.00 | 3.05 | 4.99 | 5.86 | 3.94 | 2.63 | 1.97 | … | … | 0.00 | 3.46 | 5.55 | 6.22 | 10.30 | 6.87 | 6.27 | 4.89 | 0.00 |
Data as of 02/01/2013, Common starting date is 12/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTYCX (Fuller & Thaler Behavioral Small-Cap Equity Fund Shares) |
-5.95%
Feb 2006 – Feb 2009 |
5.84%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTYCX (Fuller & Thaler Behavioral Small-Cap Equity Fund Shares) |
21.64%
Nov 2008 – Nov 2011 |
8.01%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart