Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTZIX (FULLER THALER BEHAVIORAL UNCONSTRAINED EQUITY FUND INSTITUTIONAL SHARES) | 15.86% | 39.59% | 26.97% | 13.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTZIX (FULLER THALER BEHAVIORAL UNCONSTRAINED EQUITY FUND INSTITUTIONAL SHARES) | 01/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 39.59 | 26.97 | 13.78 | NA | NA | NA | … | … | 15.86 | 22.63 | 25.31 | 27.18 | -21.31 | 25.25 | 19.60 | 32.99 |
| Sharpe Ratio | NA | 2.17 | 1.35 | 0.57 | NA | NA | NA | … | … | 1.79 | 0.99 | 1.52 | 1.49 | -0.83 | 1.44 | 0.51 | 2.16 |
| Standard Deviation(%) | NA | 16.38 | 17.05 | 19.39 | NA | NA | NA | … | … | 19.35 | 19.96 | 14.27 | 15.99 | 27.63 | 17.54 | 37.66 | 14.64 |
| Draw Down(%) | NA | 9.03 | 18.65 | 29.53 | NA | NA | NA | … | … | 9.03 | 18.65 | 7.24 | 13.83 | 28.61 | 7.43 | 37.22 | 8.55 |
| Yield(%) | 0.00 | 0.06 | 0.16 | 0.09 | 0.22 | 0.15 | 0.11 | … | … | 0.00 | 0.06 | 0.14 | 0.25 | 0.00 | 0.00 | 0.31 | 1.00 |
Data as of 06/04/2026, Common starting date is 01/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTZIX (FULLER THALER BEHAVIORAL UNCONSTRAINED EQUITY FUND INSTITUTIONAL SHARES) |
4.88%
Sep 2019 – Sep 2022 |
12.37%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTZIX (FULLER THALER BEHAVIORAL UNCONSTRAINED EQUITY FUND INSTITUTIONAL SHARES) |
27.06%
Apr 2023 – Apr 2026 |
19.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart