Canada markets open in 4 hours 46 minutes

FullerThaler Behavrl Uncnstd Eq (FTZIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
47.20-0.05 (-0.11%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.77%
5-Year Average Return13.74%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jul 4, 2024)33.70%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return33.70%
Worst 3-Yr Total Return5.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFTZIXCategory
YTD15.84%17.04%
1-Month2.76%-0.01%
3-Month0.88%5.47%
1-Year25.56%50.44%
3-Year6.42%13.15%
5-Year13.96%13.75%
10-Year0.00%11.35%
Last Bull Market37.25%25.95%
Last Bear Market-13.04%-22.55%

Annual Total Return (%) History

Year
FTZIXCategory
2024
N/AN/A
2023
27.18%N/A
2022
-21.31%N/A
2021
25.25%N/A
2020
19.60%12.39%
2019
33.70%26.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.84%0.88%N/AN/A
20238.19%8.46%-5.20%14.33%
2022-11.91%-13.04%-5.76%8.99%
202112.00%7.56%-3.21%7.42%
2020-25.15%23.91%8.25%19.12%
201917.53%2.81%3.74%6.66%

Rank In Category (By Total Return)

YTD2
1-Month2
3-Month5
1-Year3
3-Year13
5-Year4

Load Adjusted Returns

1-Year25.56%
3-Year6.42%
5-Year13.96%
10-YearN/A