FTHNX
FullerThaler Behavioral Small-Cap Equity Fund Investor Shares
Mutual fund
$56.68+0.36 (+0.64%)Close Oct 2, 2026
Oct 28, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $38,086
- CAGR
- +13.02%
- Max drawdown
- −37.78%
- Sharpe ratio
- 0.72
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.80%
- 3M
- −0.60%
- 6M
- +12.71%
- YTD
- +14.02%
- 1Y
- +15.01%
- 3Y
- +19.65%
- 5Y
- +11.97%
- 10Y
- +13.37%
- Since 2015
- +13.02%
Metrics
Since 2015| Volatility | 19.78% |
|---|---|
| Sortino ratio | 1.03 |
| Calmar ratio | 0.34 |
| Best year, 2021 | +30.43% |
| Worst year, 2018 | −13.45% |
| Positive years | 8 of 10 |
| Longest drawdown | 1.3 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.8% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −25.6% | Sep 2018 | Dec 2018 | Dec 2019 | 1.3 years |
| −24.6% | Nov 2024 | Apr 2025 | Sep 2025 | 10 months |
| −20.2% | Jan 2022 | Jun 2022 | Feb 2023 | 1.1 years |
| −18.9% | Nov 2015 | Feb 2016 | Jun 2016 | 7 months |
Annual returns
2015 from Oct 28 · 2026 through Oct 2