Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTVZX (Fuller & Thaler Behavioral Mid-Cap Value Fund R6 Shares) | 0.85% | 1.87% | 8.26% | 3.82% | 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 |
|---|---|---|
| FTVZX (Fuller & Thaler Behavioral Mid-Cap Value Fund R6 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 (%) | -2.05 | 1.87 | 8.26 | 3.82 | NA | NA | NA | … | … | 0.85 | -1.55 | 10.26 | 12.50 | -7.17 | 33.41 | 6.71 | 28.19 | -10.70 | 0.05 |
| Sharpe Ratio | NA | 0.09 | 0.32 | 0.10 | NA | NA | NA | … | … | 0.25 | -0.22 | 0.47 | 0.49 | -0.41 | 1.98 | 0.15 | 2.36 | -0.84 | 0.54 |
| Standard Deviation(%) | NA | 16.35 | 17.49 | 18.31 | NA | NA | NA | … | … | 16.74 | 20.66 | 14.14 | 18.33 | 21.16 | 16.86 | 42.37 | 11.34 | 14.37 | 3.80 |
| Draw Down(%) | NA | 14.38 | 20.35 | 20.35 | NA | NA | NA | … | … | 8.53 | 18.47 | 8.11 | 16.13 | 17.38 | 6.92 | 42.76 | 6.43 | 19.11 | 0.25 |
| Yield(%) | 0.00 | 2.07 | 2.15 | 1.97 | 1.76 | 1.17 | 0.88 | … | … | 0.00 | 2.03 | 1.66 | 2.01 | 2.18 | 2.18 | 0.54 | 1.65 | 0.64 | 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 |
|---|---|---|---|---|
| FTVZX (Fuller & Thaler Behavioral Mid-Cap Value Fund R6 Shares) |
3.61%
Apr 2022 – Apr 2025 |
4.40%
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 |
|---|---|---|---|---|
| FTVZX (Fuller & Thaler Behavioral Mid-Cap Value Fund R6 Shares) |
23.80%
Mar 2020 – Mar 2023 |
18.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart