Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTZCX (Fuller & Thaler Behavioral Unconstrained Equity Fund C Shares) | 15.83% | 39.51% | 26.54% | 13.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTZCX (Fuller & Thaler Behavioral Unconstrained Equity Fund C Shares) | 06/04/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 39.51 | 26.54 | 13.18 | NA | NA | NA | … | … | 15.83 | 24.76 | 26.03 | 26.66 | -22.06 | 4.48 |
| Sharpe Ratio | NA | 2.11 | 1.30 | NA | NA | NA | NA | … | … | 1.74 | 1.09 | 1.35 | 1.39 | -0.84 | 1.84 |
| Standard Deviation(%) | NA | 16.76 | 17.41 | NA | NA | NA | NA | … | … | 19.78 | 20.46 | 14.55 | 16.26 | 27.90 | 12.06 |
| Draw Down(%) | NA | 9.27 | 19.12 | NA | NA | NA | NA | … | … | 9.27 | 19.12 | 7.40 | 14.24 | 29.26 | 3.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTZCX (Fuller & Thaler Behavioral Unconstrained Equity Fund C Shares) |
6.60%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTZCX (Fuller & Thaler Behavioral Unconstrained Equity Fund C Shares) |
26.61%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart