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FullerThaler Behavioral Sm-Cp Gr C (FTXCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.85+0.36 (+0.89%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.46%
5-year average return17.26%
Number of years up4
Number of years down1
Best 1-yr total return (24 June 2024)50.13%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return50.13%
Worst 3-yr total return5.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTXCXCategory
YTD15.66%12.40%
1-month3.12%3.37%
3-month-1.37%4.88%
1-year36.90%55.69%
3-year6.60%19.34%
5-year17.67%20.72%
10-year0.00%13.98%
Last bull market45.46%27.85%
Last bear market-21.21%-24.06%

Annual total return (%) history

Year
FTXCXCategory
2024
N/AN/A
2023
32.01%N/A
2022
-28.05%N/A
2021
23.71%N/A
2020
50.13%38.62%
2019
18.23%27.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.47%N/AN/AN/A
202312.69%6.36%-2.55%13.04%
2022-13.69%-21.21%1.86%3.88%
20217.53%10.37%1.86%2.34%
2020-23.96%39.22%10.75%28.04%
201912.05%0.18%-3.76%9.44%

Rank in category (by total return)

YTD6
1-month75
3-month72
1-year2
3-year3
5-year3

Load adjusted returns

1-year35.90%
3-year6.60%
5-year17.67%
10-yearN/A