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FullerThaler Behavioral Sm-Cp Eq C (FTYCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.22+0.11 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.40%
5-year average return13.31%
Number of years up4
Number of years down1
Best 1-yr total return (17 Jun 2024)29.57%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return29.57%
Worst 3-yr total return9.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTYCXCategory
YTD8.94%20.19%
1-month4.00%0.02%
3-month1.96%4.36%
1-year35.12%60.18%
3-year8.29%11.32%
5-year15.03%13.88%
10-year11.21%11.19%
Last bull market32.09%27.98%
Last bear market-9.58%-24.08%

Annual total return (%) history

Year
FTYCXCategory
2024
N/AN/A
2023
21.47%N/A
2022
-8.31%N/A
2021
29.57%N/A
2020
9.54%10.99%
2019
27.02%23.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.93%N/AN/AN/A
20233.64%3.88%-1.70%14.79%
2022-7.96%-9.58%-1.17%11.48%
202119.48%2.23%-1.19%7.35%
2020-26.22%18.55%2.16%22.60%
201911.68%4.37%0.32%8.62%

Rank in category (by total return)

YTD4
1-month80
3-month56
1-year3
3-year2
5-year2

Load adjusted returns

1-year34.12%
3-year8.29%
5-year15.03%
10-year11.21%