Cromwell Funds

Statistics as of Apr 04, 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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
1.35%
TTM Yield
0.0%
3yr Sharpe
-0.29
YTD Return
-17.4%
3yr Return
-14.1%
1yr Return
-11.0%
Total Assets
$23M
6M Money Flow
-$3M
Mid-Cap Blend
Expense Ratio
1.16%
TTM Yield
0.5%
3yr Sharpe
0.06
YTD Return
-12.0%
3yr Return
6.4%
1yr Return
-6.7%
Total Assets
$106M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.10%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-9.6%
3yr Return
-
1yr Return
-4.3%
Total Assets
$11M
6M Money Flow
$1M
Long-Short Equity
Expense Ratio
1.73%
TTM Yield
1.3%
3yr Sharpe
-0.35
YTD Return
-8.9%
3yr Return
-6.2%
1yr Return
-9.0%
Total Assets
$79M
6M Money Flow
-$9M
Real Estate
Expense Ratio
1.12%
TTM Yield
2.3%
3yr Sharpe
-0.26
YTD Return
-4.8%
3yr Return
-11.3%
1yr Return
7.4%
Total Assets
$94M
6M Money Flow
-$6M
Infrastructure
Expense Ratio
1.07%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
4.2%
Total Assets
$44M
6M Money Flow
-$436K