Scharf Investments

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 SharpeYTD Return3yr Return ▲1yr ReturnTotal Assets6M Money Flow
Global Large-Stock Value
Expense Ratio
0.63%
TTM Yield
0.8%
3yr Sharpe
-0.03
YTD Return
-2.8%
3yr Return
3.2%
1yr Return
1.2%
Total Assets
$26M
6M Money Flow
-$837K
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
0.12
YTD Return
-1.1%
3yr Return
11.2%
1yr Return
3.0%
Total Assets
$46M
6M Money Flow
-$3M
Large Blend
Expense Ratio
0.89%
TTM Yield
0.9%
3yr Sharpe
0.14
YTD Return
-3.1%
3yr Return
11.4%
1yr Return
0.6%
Total Assets
$393M
6M Money Flow
-$31M