Nicholas

Statistics as of Apr 02, 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Value
Expense Ratio
0.70%
TTM Yield
1.9%
3yr Sharpe
0.01
YTD Return
0.6%
3yr Return
13.9%
1yr Return
4.6%
Total Assets
$449M
6M Money Flow
-$22M
Large Growth
Expense Ratio
0.70%
TTM Yield
0.3%
3yr Sharpe
0.34
YTD Return
-3.2%
3yr Return
33.0%
1yr Return
3.9%
Total Assets
$4B
6M Money Flow
-$148M
Mid-Cap Growth
Expense Ratio
0.59%
TTM Yield
0.2%
3yr Sharpe
-0.10
YTD Return
-2.7%
3yr Return
9.4%
1yr Return
-2.3%
Total Assets
$1B
6M Money Flow
-$52M
Small Growth
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-0.22
YTD Return
-6.1%
3yr Return
3.2%
1yr Return
2.3%
Total Assets
$451M
6M Money Flow
-$19M