Summit Global Investments
Statistics as of May 27, 2025
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Found total of 10 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 0.00% | TTM Yield 0.6% | 3yr Sharpe 0.31 | YTD Return 0.5% | 3yr Return 26.1% | 1yr Return 10.4% | Total Assets $226M | 6M Money Flow -$9M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -1.0% | 3yr Return - | 1yr Return 3.8% | Total Assets $84M | 6M Money Flow -$10M | |
Expense Ratio 0.00% | TTM Yield 7.4% | 3yr Sharpe 0.06 | YTD Return 1.0% | 3yr Return 19.7% | 1yr Return 5.6% | Total Assets $46M | 6M Money Flow $17M | |
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.01 | YTD Return -4.4% | 3yr Return 16.1% | 1yr Return -1.2% | Total Assets $109M | 6M Money Flow -$9M | |
Expense Ratio 0.00% | TTM Yield 2.0% | 3yr Sharpe 0.24 | YTD Return 5.5% | 3yr Return 22.6% | 1yr Return 8.8% | Total Assets $96M | 6M Money Flow -$15M | |
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 7.3% | 3yr Return - | 1yr Return 9.7% | Total Assets $80M | 6M Money Flow $4M | |
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe - | YTD Return -0.6% | 3yr Return - | 1yr Return 3.9% | Total Assets $63M | 6M Money Flow $2M | |
Expense Ratio 0.00% | TTM Yield 6.8% | 3yr Sharpe 0.12 | YTD Return 1.4% | 3yr Return 17.0% | 1yr Return 6.3% | Total Assets $47M | 6M Money Flow $17M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.8% | 3yr Return - | 1yr Return - | Total Assets $32M | 6M Money Flow $17M | |
Expense Ratio 0.00% | TTM Yield 3.9% | 3yr Sharpe - | YTD Return 1.9% | 3yr Return - | 1yr Return 7.2% | Total Assets $478M | 6M Money Flow $309M | |