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Money
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Fuller & Thaler Behavioral Core Eq A (FTHAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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44.85
-0.37
(-0.82%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
8.81%
5-year average return
15.11%
Number of years up
4
Number of years down
1
Best 1-yr total return (27 May 2024)
30.35%
Worst 1-yr total return (27 May 2024)
N/A
Best 3-yr total return
30.35%
Worst 3-yr total return
9.80%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FTHAX
Category
YTD
4.95%
20.19%
1-month
-5.53%
0.02%
3-month
5.15%
4.36%
1-year
26.28%
60.18%
3-year
8.02%
11.32%
5-year
12.98%
13.88%
10-year
11.81%
11.19%
Last bull market
32.41%
27.98%
Last bear market
-9.43%
-24.08%
Annual total return (%) history
Year
FTHAX
Category
2024
N/A
N/A
2023
22.19%
N/A
2022
-7.72%
N/A
2021
30.35%
N/A
2020
10.04%
10.99%
2019
28.02%
23.75%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.09%
N/A
N/A
N/A
2023
3.79%
4.05%
-1.57%
14.95%
2022
-7.81%
-9.43%
-1.02%
11.66%
2021
19.64%
2.38%
-1.01%
7.50%
2020
-26.11%
18.67%
2.27%
22.72%
2019
11.92%
4.53%
0.44%
8.95%
Rank in category (by total return)
YTD
3
1-month
23
3-month
5
1-year
2
3-year
2
5-year
1
Load adjusted returns
1-year
19.02%
3-year
5.91%
5-year
11.64%
10-year
11.15%
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