Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXNX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INVESTOR SHARES) | 27.65% | 56.86% | 28.52% | 14.07% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTXNX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INVESTOR SHARES) | 12/22/2017 | 06/05/2026 |
| 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 (%) | -3.58 | 56.86 | 28.52 | 14.07 | NA | NA | NA | … | … | 27.65 | 14.58 | 28.50 | 32.77 | -27.66 | 25.16 | 50.97 | 18.83 | 0.66 | -0.85 |
| Sharpe Ratio | NA | 2.37 | 1.09 | 0.48 | NA | NA | NA | … | … | 3.17 | 0.40 | 1.15 | 1.46 | -0.87 | 0.97 | 1.29 | 0.90 | -0.03 | -5.51 |
| Standard Deviation(%) | NA | 26.02 | 25.58 | 26.76 | NA | NA | NA | … | … | 30.29 | 30.07 | 21.69 | 20.20 | 33.65 | 25.83 | 39.07 | 19.21 | 25.03 | 7.78 |
| Draw Down(%) | NA | 12.41 | 32.39 | 39.68 | NA | NA | NA | … | … | 12.41 | 32.39 | 12.29 | 15.20 | 34.87 | 13.48 | 41.24 | 12.83 | 32.99 | 1.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.20 | 3.28 | 2.18 | 1.64 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.65 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FTXNX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INVESTOR SHARES) |
2.63%
Oct 2021 – Oct 2024 |
7.13%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTXNX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INVESTOR SHARES) |
31.32%
May 2023 – May 2026 |
21.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart