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FullerThaler Behavioral Sm-Cp GrInstl (FTXSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.02+0.39 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.93%
5-year average return18.22%
Number of years up5
Number of years down1
Best 1-yr total return (24 June 2024)51.32%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return51.32%
Worst 3-yr total return6.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTXSXCategory
YTD16.06%12.40%
1-month3.21%3.37%
3-month-1.15%4.88%
1-year38.09%55.69%
3-year7.48%19.34%
5-year18.63%20.72%
10-year0.00%13.98%
Last bull market45.96%27.85%
Last bear market-21.06%-24.06%

Annual total return (%) history

Year
FTXSXCategory
2024
N/AN/A
2023
33.15%N/A
2022
-27.48%N/A
2021
24.73%N/A
2020
51.32%38.62%
2019
19.19%27.68%
2018
0.91%-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202419.73%N/AN/AN/A
202312.92%6.58%-2.33%13.28%
2022-13.51%-21.06%2.02%4.11%
20217.75%10.60%2.07%2.54%
2020-23.79%39.49%10.95%28.30%
201912.27%0.40%-3.60%9.68%
20183.24%17.53%12.21%-25.88%

Rank in category (by total return)

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

Load adjusted returns

1-year38.09%
3-year7.48%
5-year18.63%
10-yearN/A