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FullerThaler Behavioral Sm-Cp Gr R6 (FTXFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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43.29
+0.39
(+0.91%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
16.00%
5-year average return
18.32%
Number of years up
5
Number of years down
1
Best 1-yr total return (24 Jun 2024)
51.45%
Worst 1-yr total return (24 Jun 2024)
N/A
Best 3-yr total return
51.45%
Worst 3-yr total return
6.49%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FTXFX
Category
YTD
16.10%
12.40%
1-month
3.22%
3.37%
3-month
-1.14%
4.88%
1-year
38.21%
55.69%
3-year
7.58%
19.34%
5-year
18.74%
20.72%
10-year
0.00%
13.98%
Last bull market
46.05%
27.85%
Last bear market
-21.04%
-24.06%
Annual total return (%) history
Year
FTXFX
Category
2024
N/A
N/A
2023
33.29%
N/A
2022
-27.42%
N/A
2021
24.83%
N/A
2020
51.45%
38.62%
2019
19.27%
27.68%
2018
1.01%
-5.76%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
19.75%
N/A
N/A
N/A
2023
12.96%
6.61%
-2.31%
13.30%
2022
-13.50%
-21.04%
2.09%
4.09%
2021
7.76%
10.65%
2.07%
2.58%
2020
-23.75%
39.46%
10.97%
28.34%
2019
12.26%
0.40%
-3.51%
9.66%
2018
3.29%
17.52%
12.24%
-25.86%
Rank in category (by total return)
YTD
5
1-month
72
3-month
69
1-year
1
3-year
2
5-year
2
Load adjusted returns
1-year
38.21%
3-year
7.58%
5-year
18.74%
10-year
N/A
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