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FullerThaler Behav Md-Cp Val Instl (FTVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.84+0.20 (+0.61%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.38%
5-Year Average Return11.01%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 7, 2024)33.28%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return33.28%
Worst 3-Yr Total Return6.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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