Monarch Funds

Statistics as of May 27, 2025

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Found total of 7 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
0.44
YTD Return
1.3%
3yr Return
45.6%
1yr Return
8.7%
Total Assets
$107M
6M Money Flow
$42M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
1.9%
3yr Return
-
1yr Return
12.3%
Total Assets
$87M
6M Money Flow
$29M
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
2.2%
Total Assets
$55M
6M Money Flow
$22M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
4.4%
3yr Return
-
1yr Return
6.7%
Total Assets
$95M
6M Money Flow
$37M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.01
YTD Return
1.8%
3yr Return
13.8%
1yr Return
7.8%
Total Assets
$238M
6M Money Flow
$78M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
2.4%
Total Assets
$67M
6M Money Flow
$21M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
-0.35
YTD Return
2.9%
3yr Return
3.7%
1yr Return
6.0%
Total Assets
$125M
6M Money Flow
$28M