Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTZAX (Fuller & Thaler Behavioral Unconstrained Equity Fund A Shares) | 19.55% | 44.09% | 26.78% | 14.19% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTZAX (Fuller & Thaler Behavioral Unconstrained Equity Fund A Shares) | 06/04/2021 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.82 | 44.09 | 26.78 | 14.19 | NA | NA | NA | … | … | 19.55 | 22.43 | 25.02 | 26.95 | -21.58 | 6.84 |
| Sharpe Ratio | NA | 2.33 | 1.40 | 0.59 | NA | NA | NA | … | … | 2.42 | 0.98 | 1.49 | 1.46 | -0.83 | 0.89 |
| Standard Deviation(%) | NA | 16.93 | 17.29 | 19.57 | NA | NA | NA | … | … | 19.73 | 20.10 | 14.35 | 16.07 | 27.72 | 13.55 |
| Draw Down(%) | NA | 9.10 | 18.81 | 29.78 | NA | NA | NA | … | … | 9.10 | 18.81 | 7.29 | 13.95 | 28.84 | 6.74 |
| Yield(%) | 0.00 | 0.00 | 0.03 | 0.02 | 0.01 | 0.01 | 0.00 | … | … | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 06/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTZAX (Fuller & Thaler Behavioral Unconstrained Equity Fund A Shares) |
6.98%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTZAX (Fuller & Thaler Behavioral Unconstrained Equity Fund A Shares) |
26.84%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart