Canada markets close in 3 hours 59 minutes

FullerThaler Behav Md-Cp Val R6 (FTVZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
32.45+0.53 (+1.66%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.71%
5-Year Average Return11.78%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 30, 2024)33.39%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return33.39%
Worst 3-Yr Total Return6.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFTVZXCategory
YTD0.93%21.28%
1-Month-5.73%-1.96%
3-Month1.74%4.90%
1-Year14.61%55.83%
3-Year4.72%11.08%
5-Year10.14%11.93%
10-Year0.00%10.64%
Last Bull Market30.16%25.54%
Last Bear Market-9.80%-22.08%

Annual Total Return (%) History

Year
FTVZXCategory
2024
N/AN/A
2023
12.48%N/A
2022
-7.15%N/A
2021
33.39%N/A
2020
6.71%2.63%
2019
28.18%25.18%
2018
-10.70%-12.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
2023-2.65%3.08%-2.53%14.99%
2022-0.06%-9.80%-5.79%9.33%
202115.75%6.75%-1.53%9.63%
2020-32.19%20.18%3.94%25.98%
201913.03%5.44%1.70%5.76%
2018-3.00%2.48%3.47%-13.18%

Rank In Category (By Total Return)

YTD73
1-Month77
3-Month83
1-Year49
3-Year48
5-Year24

Load Adjusted Returns

1-Year14.61%
3-Year4.72%
5-Year10.14%
10-YearN/A