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FullerThaler Behavioral Sm-Cp Gr Inv (FTXNX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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43.91
+0.16
(+0.37%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
20.43%
5-year average return
19.04%
Number of years up
5
Number of years down
1
Best 1-yr total return (26 Sept 2024)
50.97%
Worst 1-yr total return (26 Sept 2024)
N/A
Best 3-yr total return
50.97%
Worst 3-yr total return
6.11%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FTXNX
Category
YTD
17.96%
12.40%
1-month
1.15%
3.37%
3-month
1.77%
4.88%
1-year
25.72%
55.69%
3-year
4.93%
19.34%
5-year
17.31%
20.72%
10-year
0.00%
13.98%
Last bull market
45.79%
27.85%
Last bear market
-21.09%
-24.06%
Annual total return (%) history
Year
FTXNX
Category
2024
N/A
N/A
2023
32.77%
N/A
2022
-27.66%
N/A
2021
24.38%
N/A
2020
50.97%
38.62%
2019
18.83%
27.68%
2018
0.66%
-5.76%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
19.64%
-2.61%
N/A
N/A
2023
12.86%
6.49%
-2.39%
13.19%
2022
-13.57%
-21.09%
1.97%
4.02%
2021
7.67%
10.53%
2.00%
2.47%
2020
-23.80%
39.38%
10.86%
28.21%
2019
12.20%
0.31%
-3.61%
9.54%
2018
3.19%
17.44%
12.14%
-25.93%
Rank in category (by total return)
YTD
12
1-month
27
3-month
94
1-year
8
3-year
6
5-year
4
Load adjusted returns
1-year
25.72%
3-year
4.93%
5-year
17.31%
10-year
N/A
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