Pinnacle

Statistics as of Apr 02, 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Growth
Expense Ratio
0.79%
TTM Yield
12.9%
3yr Sharpe
-
YTD Return
-18.1%
3yr Return
-
1yr Return
-5.7%
Total Assets
$36M
6M Money Flow
$3M
Tactical Allocation
Expense Ratio
1.43%
TTM Yield
2.9%
3yr Sharpe
0.00
YTD Return
-6.7%
3yr Return
14.5%
1yr Return
-1.1%
Total Assets
$32M
6M Money Flow
-$9M
Small Value
Expense Ratio
1.24%
TTM Yield
2.3%
3yr Sharpe
0.45
YTD Return
-4.6%
3yr Return
32.5%
1yr Return
1.4%
Total Assets
$33M
6M Money Flow
-$2M