Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTHNX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND INVESTOR SHARES) | 12.15% | 29.17% | 20.49% | 11.43% | 13.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTHNX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND INVESTOR 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 (%) | 1.51 | 29.17 | 20.49 | 11.43 | 13.92 | NA | NA | … | … | 12.15 | 13.67 | 15.81 | 22.19 | -7.73 | 30.43 | 10.05 | 27.74 | -13.44 | 17.25 | 29.58 | -17.75 |
| Sharpe Ratio | NA | 1.57 | 0.94 | 0.45 | 0.61 | NA | NA | … | … | 1.46 | 0.55 | 0.72 | 1.08 | -0.40 | 1.64 | 0.26 | 1.82 | -0.90 | 1.49 | 1.59 | -0.75 |
| Standard Deviation(%) | NA | 15.26 | 17.92 | 18.89 | 20.29 | NA | NA | … | … | 16.17 | 20.12 | 16.81 | 17.37 | 23.02 | 18.52 | 37.06 | 14.42 | 16.54 | 11.15 | 18.43 | 90.78 |
| Draw Down(%) | NA | 9.44 | 24.63 | 24.63 | 37.78 | NA | NA | … | … | 9.44 | 21.46 | 9.48 | 11.47 | 20.25 | 7.57 | 37.78 | 9.34 | 25.55 | 5.24 | 11.40 | 19.34 |
| Yield(%) | 0.00 | 0.32 | 4.12 | 3.21 | 3.53 | 2.07 | 1.56 | … | … | 0.00 | 0.31 | 8.48 | 1.93 | 0.87 | 4.53 | 0.12 | 0.15 | 0.18 | 0.11 | 0.47 | 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 |
|---|---|---|---|---|
| FTHNX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND INVESTOR SHARES) |
-2.48%
Mar 2017 – Mar 2020 |
6.26%
Sep 2017 – Sep 2022 |
10.93%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTHNX (FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND INVESTOR SHARES) |
23.02%
Mar 2020 – Mar 2023 |
18.72%
Mar 2020 – Mar 2025 |
14.72%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart