FTHAX
FullerThaler Behavioral Small-Cap Equity Fund A Shares
Mutual fund
$56.44+0.36 (+0.64%)Close Oct 2, 2026
Dec 19, 2018 – Oct 2, 2026, Dividends reinvested
- Final balance
- $30,989
- CAGR
- +15.63%
- Max drawdown
- −37.76%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.81%
- 3M
- −0.63%
- 6M
- +12.65%
- YTD
- +13.95%
- 1Y
- +14.92%
- 3Y
- +19.62%
- 5Y
- +11.95%
- Since 2018
- +15.63%
Metrics
Since 2018| Volatility | 21.52% |
|---|---|
| Sortino ratio | 1.14 |
| Calmar ratio | 0.41 |
| Best year, 2021 | +30.42% |
| Worst year, 2022 | −7.73% |
| Positive years | 6 of 7 |
| Longest drawdown | 1.1 years |
Worst drawdowns
Since 2018| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.8% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −24.7% | Nov 2024 | Apr 2025 | Sep 2025 | 10 months |
| −20.3% | Jan 2022 | Jun 2022 | Feb 2023 | 1.1 years |
| −11.4% | Jul 2023 | Oct 2023 | Dec 2023 | 4 months |
| −11.4% | Feb 2023 | May 2023 | Jul 2023 | 5 months |
Annual returns
2018 from Dec 19 · 2026 through Oct 2