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Fuller & Thaler Behavioral Sm-Cp Gr Inv (FTXNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.52+0.26 (+0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.17%
5-year average return16.18%
Number of years up5
Number of years down1
Best 1-yr total return (1 May 2024)50.97%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return50.97%
Worst 3-yr total return6.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTXNXCategory
YTD19.64%12.40%
1-month1.94%3.37%
3-month19.64%4.88%
1-year40.76%55.69%
3-year9.90%19.34%
5-year17.97%20.72%
10-year0.00%13.98%
Last bull market53.85%27.85%
Last bear market-21.09%-24.06%

Annual total return (%) history

Year
FTXNXCategory
2024
N/AN/A
2023
32.77%N/A
2022
-27.66%N/A
2021
24.38%N/A
2020
50.97%38.62%
2019
18.83%27.68%
2018
0.66%-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.64%N/AN/AN/A
202312.86%6.49%-2.39%13.19%
2022-13.57%-21.09%1.97%4.02%
20217.67%10.53%2.00%2.47%
2020-23.80%39.38%10.86%28.21%
201912.20%0.31%-3.61%9.54%
20183.19%17.44%12.14%-25.93%

Rank in category (by total return)

YTD1
1-month71
3-month1
1-year1
3-year2
5-year2

Load adjusted returns

1-year40.76%
3-year9.90%
5-year17.97%
10-yearN/A