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Fuller & Thaler Behav Sm-Cp Eq Inst (FTHSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.30-0.38 (-0.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.92%
5-year average return15.42%
Number of years up9
Number of years down3
Best 1-yr total return (27 May 2024)36.12%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return36.12%
Worst 3-yr total return7.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTHSXCategory
YTD5.05%20.19%
1-month-5.51%0.02%
3-month5.23%4.36%
1-year26.66%60.18%
3-year8.33%11.32%
5-year13.27%13.88%
10-year12.02%11.19%
Last bull market32.58%27.98%
Last bear market-9.37%-24.08%

Annual total return (%) history

Year
FTHSXCategory
2024
N/AN/A
2023
22.56%N/A
2022
-7.48%N/A
2021
30.76%N/A
2020
10.38%10.99%
2019
28.06%23.75%
2018
-13.17%-12.72%
2017
17.35%12.28%
2016
29.82%20.78%
2015
-3.48%-5.38%
2014
11.00%3.79%
2013
36.12%37.39%
2012
20.22%15.46%
2011
N/A-4.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.18%N/AN/AN/A
20233.88%4.12%-1.50%15.04%
2022-7.75%-9.37%-0.95%11.72%
202119.77%2.45%-0.95%7.59%
2020-26.07%18.77%2.38%22.79%
201911.91%4.55%0.52%8.89%
2018-2.90%6.27%3.79%-18.93%
20173.26%2.74%7.12%3.26%
20162.44%5.24%6.74%12.81%
20152.29%-1.03%-5.30%0.68%
20141.25%3.61%0.82%4.95%
201312.16%2.30%6.84%11.04%
201214.53%-0.16%4.82%0.31%
201113.09%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month22
3-month5
1-year2
3-year1
5-year1

Load adjusted returns

1-year26.66%
3-year8.33%
5-year13.27%
10-year12.02%