Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTXSX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) | 34.83% | 64.92% | 31.22% | 15.96% | 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 |
|---|---|---|
| FTXSX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INSTITUTIONAL 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 (%) | 1.63 | 64.92 | 31.22 | 15.96 | NA | NA | NA | … | … | 34.83 | 12.44 | 28.86 | 33.15 | -27.48 | 25.50 | 51.32 | 19.19 | 0.91 | -0.85 |
| Sharpe Ratio | NA | 2.39 | 1.10 | 0.49 | NA | NA | NA | … | … | 3.19 | 0.41 | 1.16 | 1.48 | -0.86 | 0.99 | 1.30 | 0.92 | -0.02 | -5.36 |
| Standard Deviation(%) | NA | 26.02 | 25.58 | 26.75 | NA | NA | NA | … | … | 30.28 | 30.09 | 21.71 | 20.17 | 33.61 | 25.81 | 39.07 | 19.20 | 24.98 | 7.99 |
| Draw Down(%) | NA | 12.37 | 32.37 | 39.58 | NA | NA | NA | … | … | 12.37 | 32.37 | 12.29 | 15.14 | 34.79 | 13.47 | 41.25 | 12.82 | 32.93 | 1.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.21 | 3.28 | 2.18 | 1.64 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.50 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| FTXSX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) |
2.91%
Oct 2021 – Oct 2024 |
7.42%
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 |
|---|---|---|---|---|
| FTXSX (FULLER & THALER BEHAVIORAL SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) |
31.71%
May 2023 – May 2026 |
21.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart