Xsquare Capital

Statistics as of Apr 02, 2025

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Found total of 2 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
Moderate Allocation
Expense Ratio
2.66%
TTM Yield
1.8%
3yr Sharpe
0.09
YTD Return
-0.1%
3yr Return
17.6%
1yr Return
6.3%
Total Assets
$65M
6M Money Flow
$7M
Muni National Interm
Expense Ratio
1.01%
TTM Yield
4.8%
3yr Sharpe
-
YTD Return
-5.4%
3yr Return
-
1yr Return
-3.4%
Total Assets
$5M
6M Money Flow
$546K