Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTUAF (Fuller Smith & Turner P.L.C) | NA | 1.95% | 1.71% | 1.23% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTUAF (Fuller Smith & Turner P.L.C) | 09/22/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.95 | 1.71 | 1.23 | NA | NA | NA | … | … | 1.23 | 1.83 | 1.63 | 1.18 | 0.28 | 0.00 | 14.14 | 1.44 | 0.55 |
| Sharpe Ratio | NA | -0.78 | -1.37 | -0.93 | NA | NA | NA | … | … | -0.93 | -1.41 | -1.75 | -0.29 | 0.91 | 0.00 | 1.08 | 0.05 | 1.14 |
| Standard Deviation(%) | NA | 1.41 | 1.25 | 1.02 | NA | NA | NA | … | … | 1.42 | 1.27 | 1.17 | 0.85 | 0.28 | NA | 11.74 | 1.03 | 1.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.88 | 1.66 | 1.21 | 2.06 | 1.37 | 1.03 | … | … | 1.18 | 1.76 | 1.58 | 1.17 | 0.38 | 0.00 | 12.56 | 1.42 | 0.54 |
Data as of 09/26/2025, Common starting date is 09/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTUAF (Fuller Smith & Turner P.L.C) |
0.49%
Dec 2019 – Dec 2022 |
0.95%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTUAF (Fuller Smith & Turner P.L.C) |
5.20%
Oct 2017 – Oct 2020 |
3.42%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart