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FullerThaler Behavioral Sm-Cp Gr A (FTXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.72-0.77 (-1.81%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.74%
5-year average return17.03%
Number of years up4
Number of years down1
Best 1-yr total return (13 Jun 2024)50.87%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return50.87%
Worst 3-yr total return6.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTXAXCategory
YTD15.90%12.40%
1-month3.18%3.37%
3-month-1.24%4.88%
1-year37.62%55.69%
3-year7.13%19.34%
5-year18.25%20.72%
10-year0.00%13.98%
Last bull market45.74%27.85%
Last bear market-21.13%-24.06%

Annual total return (%) history

Year
FTXAXCategory
2024
N/AN/A
2023
32.70%N/A
2022
-27.69%N/A
2021
24.33%N/A
2020
50.87%38.62%
2019
18.78%27.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.61%N/AN/AN/A
202312.85%6.47%-2.43%13.20%
2022-13.57%-21.13%1.97%4.02%
20217.65%10.54%1.98%2.45%
2020-23.81%39.35%10.83%28.21%
201912.20%0.31%-3.66%9.54%

Rank in category (by total return)

YTD5
1-month73
3-month71
1-year2
3-year3
5-year3

Load adjusted returns

1-year29.71%
3-year5.04%
5-year16.86%
10-yearN/A