Scharf Investments

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
Large Blend
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.22
YTD Return
2.9%
3yr Return
22.3%
1yr Return
7.8%
Total Assets
$420M
6M Money Flow
-$31M
Global Large-Stock Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.10
YTD Return
5.3%
3yr Return
18.5%
1yr Return
10.3%
Total Assets
$29M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.21
YTD Return
3.8%
3yr Return
20.5%
1yr Return
8.1%
Total Assets
$49M
6M Money Flow
-$3M