Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTVNX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INVESTOR SHARES) | 0.64% | 1.40% | 7.79% | 3.39% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTVNX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INVESTOR SHARES) | 12/22/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.06 | 1.40 | 7.79 | 3.39 | NA | NA | NA | … | … | 0.64 | -2.63 | 9.76 | 12.04 | -7.49 | 32.93 | 6.32 | 27.77 | -11.03 | 0.00 |
| Sharpe Ratio | NA | 0.06 | 0.29 | 0.08 | NA | NA | NA | … | … | 0.21 | -0.27 | 0.43 | 0.46 | -0.42 | 1.95 | 0.14 | 2.32 | -0.87 | -0.29 |
| Standard Deviation(%) | NA | 16.36 | 17.50 | 18.31 | NA | NA | NA | … | … | 16.70 | 20.82 | 14.13 | 18.31 | 21.16 | 16.87 | 42.68 | 11.32 | 14.40 | 4.10 |
| Draw Down(%) | NA | 14.52 | 20.46 | 20.46 | NA | NA | NA | … | … | 8.56 | 18.51 | 8.14 | 16.17 | 17.50 | 6.98 | 42.81 | 6.50 | 19.14 | 0.30 |
| Yield(%) | 0.00 | 1.58 | 1.58 | 1.56 | 1.34 | 0.90 | 0.67 | … | … | 0.00 | 1.55 | 1.17 | 1.44 | 1.93 | 1.87 | 0.15 | 1.29 | 0.45 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FTVNX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INVESTOR SHARES) |
3.18%
Apr 2022 – Apr 2025 |
3.97%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTVNX (FULLER & THALER BEHAVIORAL MID-CAP VALUE FUND INVESTOR SHARES) |
23.37%
Mar 2020 – Mar 2023 |
18.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart