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Fuller & Thaler Behavioral Sm-Cp Gr R6 (FTXFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.91-0.80 (-1.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.98%
5-year average return17.50%
Number of years up5
Number of years down1
Best 1-yr total return (13 Jun 2024)51.45%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return51.45%
Worst 3-yr total return6.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTXFXCategory
YTD16.10%12.40%
1-month3.22%3.37%
3-month-1.14%4.88%
1-year38.21%55.69%
3-year7.58%19.34%
5-year18.74%20.72%
10-year0.00%13.98%
Last bull market46.05%27.85%
Last bear market-21.04%-24.06%

Annual total return (%) history

Year
FTXFXCategory
2024
N/AN/A
2023
33.29%N/A
2022
-27.42%N/A
2021
24.83%N/A
2020
51.45%38.62%
2019
19.27%27.68%
2018
1.01%-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.75%N/AN/AN/A
202312.96%6.61%-2.31%13.30%
2022-13.50%-21.04%2.09%4.09%
20217.76%10.65%2.07%2.58%
2020-23.75%39.46%10.97%28.34%
201912.26%0.40%-3.51%9.66%
20183.29%17.52%12.24%-25.86%

Rank in category (by total return)

YTD5
1-month72
3-month69
1-year1
3-year2
5-year2

Load adjusted returns

1-year38.21%
3-year7.58%
5-year18.74%
10-yearN/A