Monarch Funds

Statistics as of Apr 04, 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 Return ▼3yr Return1yr ReturnTotal Assets6M Money Flow
Intermediate Core-Plus Bond
Expense Ratio
1.39%
TTM Yield
2.2%
3yr Sharpe
-0.54
YTD Return
3.7%
3yr Return
0.2%
1yr Return
6.0%
Total Assets
$125M
6M Money Flow
$32M
Mid-Cap Value
Expense Ratio
1.25%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
-3.4%
Total Assets
$53M
6M Money Flow
$23M
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.7%
3yr Sharpe
-0.11
YTD Return
-2.5%
3yr Return
5.6%
1yr Return
3.5%
Total Assets
$175M
6M Money Flow
$36M
Global Large-Stock Blend
Expense Ratio
1.59%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
0.5%
Total Assets
$83M
6M Money Flow
$34M
Moderate Allocation
Expense Ratio
1.25%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-8.9%
3yr Return
-
1yr Return
-5.2%
Total Assets
$64M
6M Money Flow
$22M
Mid-Cap Blend
Expense Ratio
1.61%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-10.9%
3yr Return
-
1yr Return
-1.2%
Total Assets
$94M
6M Money Flow
$49M
Large Growth
Expense Ratio
1.25%
TTM Yield
0.0%
3yr Sharpe
0.23
YTD Return
-12.1%
3yr Return
12.7%
1yr Return
-4.9%
Total Assets
$111M
6M Money Flow
$17M