Innealta Capital

Statistics as of May 27, 2025

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Found total of 4 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
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.15
YTD Return
-2.8%
3yr Return
26.3%
1yr Return
6.0%
Total Assets
$4M
6M Money Flow
-$195K
Small Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-0.01
YTD Return
-9.2%
3yr Return
15.2%
1yr Return
-4.4%
Total Assets
$30M
6M Money Flow
-$5M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
0.04
YTD Return
9.3%
3yr Return
18.7%
1yr Return
7.5%
Total Assets
$56M
6M Money Flow
-$18M
Tactical Allocation
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.31
YTD Return
3.0%
3yr Return
24.9%
1yr Return
7.5%
Total Assets
$102M
6M Money Flow
-$21M