FTSIX vs. FLKSX

In the year-to-date period, FTSIX achieves a -2.83% return, which is significantly lower than FLKSX's 3.90% return.

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FTSIX has a 2.69% expense ratio, which is higher than FLKSX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) and Fidelity Low-Priced Stock K6 Fund (FLKSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FTSIX Sharpe Ratio is 0.03, which is lower than the FLKSX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of FTSIX and FLKSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTSIX's dividend yield for the trailing twelve months is around 0.86%, less than FLKSX's 2.35% yield.

The maximum FTSIX drawdown since its inception was -42.12%, which is greater than FLKSX's maximum drawdown of -36.70%. Use the drawdown chart below to compare losses from any high point for FTSIX and FLKSX. For additional features, visit the drawdowns tool.

Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a higher volatility of 6.24% compared to Fidelity Low-Priced Stock K6 Fund (FLKSX) at 4.18%. This indicates that FTSIX's price experiences larger fluctuations and is considered to be riskier than FLKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.