FTHFX - Fuller & Thaler Behavioral Small-Cap Equity Fund R6 Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.34%
5-Year Average Return10.71%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)36.20%
Worst 1 Yr Total Return (Feb 3, 2019)-13.13%
Best 3-Yr Total Return36.20%
Worst 3-Yr Total Return9.90%

Trailing Returns (%) Vs. Benchmarks

ReturnFTHFXCategory
YTD17.12%15.74%
1-Month7.40%6.93%
3-Month4.60%2.21%
1-Year-1.42%-3.76%
3-Year12.94%10.09%
5-Year9.74%5.65%
10-Year0.00%12.70%
Last Bull Market30.34%27.52%
Last Bear Market0.00%-23.95%

Annual Total Return (%) History

Year
FTHFXCategory
2019
N/AN/A
2018
-13.13%-12.72%
2017
17.47%12.28%
2016
30.05%20.78%
2015
-3.30%-5.38%
2014
11.19%3.79%
2013
36.20%37.39%
2012
20.38%15.46%
2011
N/A-4.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201911.97%4.60%N/AN/A
2018-2.88%6.27%3.84%-18.94%
20173.28%2.77%7.16%3.28%
20162.55%5.21%6.81%12.84%
20152.29%-1.01%-5.23%0.77%
20141.29%3.66%0.86%4.99%
201312.17%2.30%6.89%11.03%
201214.53%-0.11%4.87%0.34%
201113.12%N/AN/AN/A

Rank In Category (By Total Return)

YTD35
1-Month37
3-Month10
1-Year30
3-Year10
5-Year1

Load Adjusted Returns

1-Year-1.42%
3-Year12.94%
5-Year9.74%
10-YearN/A