FTHSX
FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares
Mutual fund
$57.26+0.36 (+0.63%)Close Oct 2, 2026
Oct 28, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $39,149
- CAGR
- +13.30%
- Max drawdown
- −37.74%
- Sharpe ratio
- 0.73
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.78%
- 3M
- −0.54%
- 6M
- +12.87%
- YTD
- +14.25%
- 1Y
- +15.34%
- 3Y
- +20.00%
- 5Y
- +12.30%
- 10Y
- +13.68%
- Since 2015
- +13.30%
Metrics
Since 2015| Volatility | 19.79% |
|---|---|
| Sortino ratio | 1.05 |
| Calmar ratio | 0.35 |
| Best year, 2021 | +30.83% |
| Worst year, 2018 | −13.19% |
| Positive years | 8 of 10 |
| Longest drawdown | 1.2 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.7% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −25.5% | Sep 2018 | Dec 2018 | Nov 2019 | 1.2 years |
| −24.6% | Nov 2024 | Apr 2025 | Sep 2025 | 9 months |
| −20.2% | Jan 2022 | Jun 2022 | Feb 2023 | 1.1 years |
| −19.0% | Nov 2015 | Feb 2016 | Jun 2016 | 7 months |
Annual returns
2015 from Oct 28 · 2026 through Oct 2