Perpetual Funds

Statistics as of May 27, 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
0.00%
TTM Yield
2.7%
3yr Sharpe
0.31
YTD Return
-2.2%
3yr Return
30.4%
1yr Return
8.0%
Total Assets
$97M
6M Money Flow
-$9M
Foreign Large Value
Expense Ratio
0.00%
TTM Yield
9.6%
3yr Sharpe
0.19
YTD Return
17.2%
3yr Return
26.8%
1yr Return
10.6%
Total Assets
$14M
6M Money Flow
-$47M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
7.6%
3yr Sharpe
-0.16
YTD Return
8.0%
3yr Return
13.2%
1yr Return
6.6%
Total Assets
$6M
6M Money Flow
-$26M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
7.2%
3yr Sharpe
-0.15
YTD Return
9.0%
3yr Return
12.4%
1yr Return
5.2%
Total Assets
$3M
6M Money Flow
-$388K
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.1%
3yr Sharpe
0.88
YTD Return
0.4%
3yr Return
28.1%
1yr Return
5.7%
Total Assets
$102M
6M Money Flow
-$3M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
8.0%
3yr Sharpe
0.33
YTD Return
1.5%
3yr Return
23.0%
1yr Return
8.5%
Total Assets
$89M
6M Money Flow
-$5M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
5.0%
3yr Sharpe
-0.36
YTD Return
0.6%
3yr Return
3.3%
1yr Return
4.4%
Total Assets
$171M
6M Money Flow
-$721K