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FullerThaler Behav Md-Cp Val Instl (FTVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.97-0.22 (-0.66%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.14%
5-year average return11.54%
Number of years up4
Number of years down2
Best 1-yr total return (16 May 2024)33.28%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return33.28%
Worst 3-yr total return6.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTVSXCategory
YTD0.90%21.28%
1-month-5.74%-1.96%
3-month1.71%4.90%
1-year14.50%55.83%
3-year4.61%11.08%
5-year10.02%11.93%
10-year0.00%10.64%
Last bull market30.10%25.54%
Last bear market-9.81%-22.08%

Annual total return (%) history

Year
FTVSXCategory
2024
N/AN/A
2023
12.36%N/A
2022
-7.25%N/A
2021
33.28%N/A
2020
6.61%2.63%
2019
28.01%25.18%
2018
-10.70%-12.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.04%N/AN/AN/A
2023-2.69%3.05%-2.54%14.96%
2022-0.10%-9.81%-5.83%9.31%
202115.76%6.68%-1.53%9.60%
2020-32.20%20.20%3.89%25.93%
201913.03%5.34%1.71%5.71%
2018-2.90%2.42%3.47%-13.22%

Rank in category (by total return)

YTD74
1-month77
3-month83
1-year50
3-year49
5-year26

Load adjusted returns

1-year14.50%
3-year4.61%
5-year10.02%
10-yearN/A