Pinnacle

Statistics as of Apr 04, 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 Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Value
Expense Ratio
1.24%
TTM Yield
2.5%
3yr Sharpe
0.45
YTD Return
-10.6%
3yr Return
24.2%
1yr Return
-4.0%
Total Assets
$31M
6M Money Flow
-$2M
Tactical Allocation
Expense Ratio
1.43%
TTM Yield
3.2%
3yr Sharpe
0.00
YTD Return
-16.2%
3yr Return
2.8%
1yr Return
-10.4%
Total Assets
$29M
6M Money Flow
-$9M
Mid-Cap Growth
Expense Ratio
0.79%
TTM Yield
15.0%
3yr Sharpe
-
YTD Return
-29.4%
3yr Return
-
1yr Return
-18.0%
Total Assets
$32M
6M Money Flow
$3M