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FTXNX vs. CSMCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FTXNX and CSMCX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 0.8

Performance

FTXNX vs. CSMCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) and Congress Small Cap Growth Fund (CSMCX). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%160.00%December2025FebruaryMarchAprilMay
98.30%
62.66%
FTXNX
CSMCX

Key characteristics

Sharpe Ratio

FTXNX:

-0.19

CSMCX:

0.32

Sortino Ratio

FTXNX:

-0.06

CSMCX:

0.63

Omega Ratio

FTXNX:

0.99

CSMCX:

1.08

Calmar Ratio

FTXNX:

-0.17

CSMCX:

0.26

Martin Ratio

FTXNX:

-0.52

CSMCX:

0.98

Ulcer Index

FTXNX:

10.34%

CSMCX:

8.00%

Daily Std Dev

FTXNX:

28.91%

CSMCX:

24.85%

Max Drawdown

FTXNX:

-48.79%

CSMCX:

-59.87%

Current Drawdown

FTXNX:

-22.61%

CSMCX:

-20.40%

Returns By Period

In the year-to-date period, FTXNX achieves a -15.35% return, which is significantly lower than CSMCX's -7.49% return.


FTXNX

YTD

-15.35%

1M

-1.39%

6M

-7.42%

1Y

-2.46%

5Y*

14.60%

10Y*

N/A

CSMCX

YTD

-7.49%

1M

0.88%

6M

-4.46%

1Y

10.19%

5Y*

11.36%

10Y*

3.00%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FTXNX vs. CSMCX - Expense Ratio Comparison

FTXNX has a 1.44% expense ratio, which is higher than CSMCX's 1.00% expense ratio.


Expense ratio chart for FTXNX: current value is 1.44%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FTXNX: 1.44%
Expense ratio chart for CSMCX: current value is 1.00%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
CSMCX: 1.00%

Risk-Adjusted Performance

FTXNX vs. CSMCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTXNX
The Risk-Adjusted Performance Rank of FTXNX is 1313
Overall Rank
The Sharpe Ratio Rank of FTXNX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of FTXNX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of FTXNX is 1515
Omega Ratio Rank
The Calmar Ratio Rank of FTXNX is 1111
Calmar Ratio Rank
The Martin Ratio Rank of FTXNX is 1212
Martin Ratio Rank

CSMCX
The Risk-Adjusted Performance Rank of CSMCX is 4141
Overall Rank
The Sharpe Ratio Rank of CSMCX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of CSMCX is 4444
Sortino Ratio Rank
The Omega Ratio Rank of CSMCX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of CSMCX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of CSMCX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FTXNX vs. CSMCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) and Congress Small Cap Growth Fund (CSMCX). 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 chart of Sharpe ratio for FTXNX, currently valued at -0.19, compared to the broader market-1.000.001.002.003.00
FTXNX: -0.19
CSMCX: 0.32
The chart of Sortino ratio for FTXNX, currently valued at -0.06, compared to the broader market-2.000.002.004.006.008.00
FTXNX: -0.06
CSMCX: 0.63
The chart of Omega ratio for FTXNX, currently valued at 0.99, compared to the broader market0.501.001.502.002.503.00
FTXNX: 0.99
CSMCX: 1.08
The chart of Calmar ratio for FTXNX, currently valued at -0.17, compared to the broader market0.002.004.006.008.0010.00
FTXNX: -0.17
CSMCX: 0.26
The chart of Martin ratio for FTXNX, currently valued at -0.52, compared to the broader market0.0010.0020.0030.0040.00
FTXNX: -0.52
CSMCX: 0.98

The current FTXNX Sharpe Ratio is -0.19, which is lower than the CSMCX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FTXNX and CSMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.19
0.32
FTXNX
CSMCX

Dividends

FTXNX vs. CSMCX - Dividend Comparison

Neither FTXNX nor CSMCX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FTXNX
Fuller & Thaler Behavioral Small-Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSMCX
Congress Small Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.02%

Drawdowns

FTXNX vs. CSMCX - Drawdown Comparison

The maximum FTXNX drawdown since its inception was -48.79%, smaller than the maximum CSMCX drawdown of -59.87%. Use the drawdown chart below to compare losses from any high point for FTXNX and CSMCX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-22.61%
-20.40%
FTXNX
CSMCX

Volatility

FTXNX vs. CSMCX - Volatility Comparison

Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a higher volatility of 18.04% compared to Congress Small Cap Growth Fund (CSMCX) at 15.35%. This indicates that FTXNX's price experiences larger fluctuations and is considered to be riskier than CSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
18.04%
15.35%
FTXNX
CSMCX