Cromwell Funds

Statistics as of Apr 02, 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
1.35%
TTM Yield
0.0%
3yr Sharpe
-0.29
YTD Return
-6.5%
3yr Return
-1.5%
1yr Return
0.1%
Total Assets
$26M
6M Money Flow
-$3M
Mid-Cap Blend
Expense Ratio
1.16%
TTM Yield
0.4%
3yr Sharpe
0.06
YTD Return
-2.5%
3yr Return
17.8%
1yr Return
2.9%
Total Assets
$118M
6M Money Flow
-$8M
Infrastructure
Expense Ratio
1.07%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
4.3%
3yr Return
-
1yr Return
8.6%
Total Assets
$46M
6M Money Flow
-$436K
Real Estate
Expense Ratio
1.12%
TTM Yield
2.2%
3yr Sharpe
-0.26
YTD Return
2.6%
3yr Return
-5.0%
1yr Return
15.1%
Total Assets
$101M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
1.10%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
2.2%
Total Assets
$12M
6M Money Flow
$1M
Long-Short Equity
Expense Ratio
1.73%
TTM Yield
1.2%
3yr Sharpe
-0.35
YTD Return
-0.5%
3yr Return
2.3%
1yr Return
-0.4%
Total Assets
$86M
6M Money Flow
-$9M