Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTHFX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND R6 SHARES) | 12.35% | 29.73% | 21.00% | 11.88% | 14.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTHFX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND R6 SHARES) | 10/29/2015 | 06/04/2026 |
| 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 29.73 | 21.00 | 11.88 | 14.35 | NA | NA | … | … | 12.35 | 13.69 | 16.31 | 22.68 | -7.39 | 30.96 | 10.49 | 28.25 | -13.13 | 17.48 | 30.05 | -17.66 |
| Sharpe Ratio | NA | 1.61 | 0.97 | 0.47 | 0.63 | NA | NA | … | … | 1.49 | 0.55 | 0.75 | 1.10 | -0.38 | 1.67 | 0.28 | 1.86 | -0.88 | 1.52 | 1.62 | -0.75 |
| Standard Deviation(%) | NA | 15.26 | 17.93 | 18.91 | 20.29 | NA | NA | … | … | 16.19 | 20.12 | 16.82 | 17.41 | 23.05 | 18.54 | 37.05 | 14.42 | 16.51 | 11.12 | 18.44 | 90.56 |
| Draw Down(%) | NA | 9.42 | 24.53 | 24.53 | 37.71 | NA | NA | … | … | 9.42 | 21.41 | 9.46 | 11.36 | 20.12 | 7.49 | 37.71 | 9.33 | 25.46 | 5.21 | 11.42 | 19.23 |
| Yield(%) | 0.00 | 0.75 | 4.52 | 3.57 | 4.12 | 2.42 | 1.82 | … | … | 0.00 | 0.73 | 8.77 | 2.28 | 1.20 | 4.88 | 0.46 | 0.59 | 0.54 | 0.35 | 0.54 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTHFX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND R6 SHARES) |
-2.14%
Mar 2017 – Mar 2020 |
6.65%
Sep 2017 – Sep 2022 |
11.35%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTHFX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND R6 SHARES) |
23.49%
Mar 2020 – Mar 2023 |
19.19%
Mar 2020 – Mar 2025 |
15.16%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart