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FullerThaler Behavioral Sm-Cp Gr A (FTXAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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42.08+0.38 (+0.91%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.73%
5-Year Average Return17.84%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 24, 2024)50.87%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return50.87%
Worst 3-Yr Total Return6.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFTXAXCategory
YTD15.90%12.40%
1-Month3.18%3.37%
3-Month-1.24%4.88%
1-Year37.62%55.69%
3-Year7.13%19.34%
5-Year18.25%20.72%
10-Year0.00%13.98%
Last Bull Market45.74%27.85%
Last Bear Market-21.13%-24.06%

Annual Total Return (%) History

Year
FTXAXCategory
2024
N/AN/A
2023
32.70%N/A
2022
-27.69%N/A
2021
24.33%N/A
2020
50.87%38.62%
2019
18.78%27.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202419.61%N/AN/AN/A
202312.85%6.47%-2.43%13.20%
2022-13.57%-21.13%1.97%4.02%
20217.65%10.54%1.98%2.45%
2020-23.81%39.35%10.83%28.21%
201912.20%0.31%-3.66%9.54%

Rank In Category (By Total Return)

YTD5
1-Month73
3-Month71
1-Year2
3-Year3
5-Year3

Load Adjusted Returns

1-Year29.71%
3-Year5.04%
5-Year16.86%
10-YearN/A