Nicholas

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
Large Growth
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.56
YTD Return
-0.7%
3yr Return
49.6%
1yr Return
7.4%
Total Assets
$4B
6M Money Flow
-$155M
Large Value
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.04
YTD Return
0.0%
3yr Return
16.6%
1yr Return
5.0%
Total Assets
$439M
6M Money Flow
-$21M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.05
YTD Return
-1.1%
3yr Return
21.7%
1yr Return
3.1%
Total Assets
$1B
6M Money Flow
-$53M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-5.5%
3yr Return
12.4%
1yr Return
3.5%
Total Assets
$460M
6M Money Flow
-$19M