Home
Mail
News
Sports
Finance
Celebrity
Style
Movies
Weather
Mobile
Yahoo
Mail
News
Taxes
Watchlists
My Portfolio
My Screeners
Market Data
Industry News
Real Estate
Technology
Currency Converter
Canada markets open in 5 hours 51 minutes
S&P/TSX
22,375.83
+116.63
(+0.52%)
S&P 500
5,214.08
+26.41
(+0.51%)
DOW
39,387.76
+331.36
(+0.85%)
CAD/USD
0.7310
-0.0001
(-0.02%)
CRUDE OIL
79.78
+0.52
(+0.66%)
Bitcoin CAD
86,465.33
+2,543.78
(+3.03%)
FullerThaler Behav Md-Cp Val Instl (FTVSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
32.84
+0.20
(+0.61%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
4.38%
5-Year Average Return
11.01%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (May 7, 2024)
33.28%
Worst 1 Yr Total Return (May 7, 2024)
N/A
Best 3-Yr Total Return
33.28%
Worst 3-Yr Total Return
6.81%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
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
Data Disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy Dashboard
About Our Ads
© 2024 Yahoo. All rights reserved.