Cromwell Funds

Statistics as of May 27, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-1.9%
3yr Return
17.4%
1yr Return
4.6%
Total Assets
$27M
6M Money Flow
-$4M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.18
YTD Return
0.8%
3yr Return
29.2%
1yr Return
5.4%
Total Assets
$120M
6M Money Flow
-$8M
Infrastructure
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
10.2%
3yr Return
-
1yr Return
8.8%
Total Assets
$48M
6M Money Flow
-$439K
Real Estate
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-0.25
YTD Return
0.6%
3yr Return
2.2%
1yr Return
15.4%
Total Assets
$96M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
4.5%
Total Assets
$12M
6M Money Flow
$1M
Long-Short Equity
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-0.29
YTD Return
3.4%
3yr Return
10.0%
1yr Return
7.3%
Total Assets
$87M
6M Money Flow
-$9M