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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.81%
5-year average return15.11%
Number of years up4
Number of years down1
Best 1-yr total return (27 May 2024)30.35%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return30.35%
Worst 3-yr total return9.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTHAXCategory
YTD4.95%20.19%
1-month-5.53%0.02%
3-month5.15%4.36%
1-year26.28%60.18%
3-year8.02%11.32%
5-year12.98%13.88%
10-year11.81%11.19%
Last bull market32.41%27.98%
Last bear market-9.43%-24.08%

Annual total return (%) history

Year
FTHAXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202411.09%N/AN/AN/A
20233.79%4.05%-1.57%14.95%
2022-7.81%-9.43%-1.02%11.66%
202119.64%2.38%-1.01%7.50%
2020-26.11%18.67%2.27%22.72%
201911.92%4.53%0.44%8.95%

Rank in category (by total return)

YTD3
1-month23
3-month5
1-year2
3-year2
5-year1

Load adjusted returns

1-year19.02%
3-year5.91%
5-year11.64%
10-year11.15%