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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.14%
5-year average return
11.54%
Number of years up
4
Number of years down
2
Best 1-yr total return (16 May 2024)
33.28%
Worst 1-yr total return (16 May 2024)
N/A
Best 3-yr total return
33.28%
Worst 3-yr total return
6.81%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FTVSX
Category
YTD
0.90%
21.28%
1-month
-5.74%
-1.96%
3-month
1.71%
4.90%
1-year
14.50%
55.83%
3-year
4.61%
11.08%
5-year
10.02%
11.93%
10-year
0.00%
10.64%
Last bull market
30.10%
25.54%
Last bear market
-9.81%
-22.08%
Annual total return (%) history
Year
FTVSX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
7.04%
N/A
N/A
N/A
2023
-2.69%
3.05%
-2.54%
14.96%
2022
-0.10%
-9.81%
-5.83%
9.31%
2021
15.76%
6.68%
-1.53%
9.60%
2020
-32.20%
20.20%
3.89%
25.93%
2019
13.03%
5.34%
1.71%
5.71%
2018
-2.90%
2.42%
3.47%
-13.22%
Rank in category (by total return)
YTD
74
1-month
77
3-month
83
1-year
50
3-year
49
5-year
26
Load adjusted returns
1-year
14.50%
3-year
4.61%
5-year
10.02%
10-year
N/A
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