Rockefeller
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.
| Name | Expense Ratio | TTM Yield ▼ | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.99% | TTM Yield 0.3% | 3yr Sharpe -0.11 | YTD Return -9.3% | 3yr Return -1.9% | 1yr Return -6.9% | Total Assets $75M | 6M Money Flow -$9M | |
Expense Ratio 1.24% | ||||||||
Expense Ratio 0.99% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -16.6% | 3yr Return - | 1yr Return -7.5% | Total Assets $90M | 6M Money Flow $5M | |
Expense Ratio 1.24% | ||||||||
Expense Ratio 2.20% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 1.5% | 3yr Return - | 1yr Return - | Total Assets $114M | 6M Money Flow - | |