Pinnacle

Statistics as of May 27, 2025

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Found total of 3 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
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
12.4%
3yr Sharpe
-
YTD Return
-14.6%
3yr Return
-
1yr Return
-7.3%
Total Assets
$34M
6M Money Flow
-$105K
Small Value
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.54
YTD Return
-6.2%
3yr Return
33.5%
1yr Return
-4.0%
Total Assets
$33M
6M Money Flow
-$2M
Tactical Allocation
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
0.00
YTD Return
-5.3%
3yr Return
14.5%
1yr Return
-1.2%
Total Assets
$32M
6M Money Flow
-$9M