Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FTSFX (FullerThaler Behvrl Smll-Md Cor Eq R6) 17.75% 31.22% NA NA NA NA NA
Data as of 06/15/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
Name Start Date End Date
FTSFX (FullerThaler Behvrl Smll-Md Cor Eq R6) 12/23/2024 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 3.10 31.22 NA NA NA NA NA 17.75 6.18 -0.10
Sharpe Ratio NA 1.69 NA NA NA NA NA 2.43 0.17 NA
Standard Deviation(%) NA 15.94 NA NA NA NA NA 16.75 19.71 NA
Draw Down(%) NA 6.81 NA NA NA NA NA 6.81 19.78 NA
Yield(%) 0.00 0.82 0.57 0.34 0.17 0.11 0.09 0.00 0.79 0.92
Data as of 06/15/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTSFX (FullerThaler Behvrl Smll-Md Cor Eq R6) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTSFX (FullerThaler Behvrl Smll-Md Cor Eq R6) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return