Perpetual Funds

Statistics as of Apr 02, 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 Value
Expense Ratio
0.70%
TTM Yield
2.7%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
8.8%
Total Assets
$97M
6M Money Flow
-$9M
Foreign Large Value
Expense Ratio
0.85%
TTM Yield
10.2%
3yr Sharpe
0.09
YTD Return
10.1%
3yr Return
18.0%
1yr Return
7.6%
Total Assets
$14M
6M Money Flow
-$47M
Diversified Emerging Mkts
Expense Ratio
1.06%
TTM Yield
8.0%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
5.4%
Total Assets
$6M
6M Money Flow
-$26M
Diversified Emerging Mkts
Expense Ratio
1.00%
TTM Yield
7.5%
3yr Sharpe
-0.25
YTD Return
4.2%
3yr Return
1.8%
1yr Return
3.3%
Total Assets
$3M
6M Money Flow
-$161K
Bank Loan
Expense Ratio
0.59%
TTM Yield
9.1%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
7.2%
Total Assets
$102M
6M Money Flow
-$3M
High Yield Bond
Expense Ratio
0.77%
TTM Yield
8.0%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
9.5%
Total Assets
$93M
6M Money Flow
$447K
Intermediate Core Bond
Expense Ratio
0.35%
TTM Yield
4.9%
3yr Sharpe
-
YTD Return
2.4%
3yr Return
-
1yr Return
6.1%
Total Assets
$174M
6M Money Flow
-$2M