North Star

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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
1.33%
TTM Yield
0.8%
3yr Sharpe
-0.14
YTD Return
-8.3%
3yr Return
7.2%
1yr Return
-0.2%
Total Assets
$106M
6M Money Flow
-$6M
Small Value
Expense Ratio
1.39%
TTM Yield
3.0%
3yr Sharpe
-0.15
YTD Return
-2.1%
3yr Return
6.3%
1yr Return
2.8%
Total Assets
$86M
6M Money Flow
-$4M
Moderately Aggressive Allocation
Expense Ratio
1.30%
TTM Yield
1.4%
3yr Sharpe
-0.40
YTD Return
-4.5%
3yr Return
-2.8%
1yr Return
-0.5%
Total Assets
$124M
6M Money Flow
-$5M
Nontraditional Bond
Expense Ratio
1.59%
TTM Yield
4.4%
3yr Sharpe
-0.65
YTD Return
0.9%
3yr Return
7.3%
1yr Return
4.8%
Total Assets
$34M
6M Money Flow
$884K