Yorktown Funds

Statistics as of May 27, 2025

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Found total of 4 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
Small Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
2.9%
3yr Return
16.4%
1yr Return
2.7%
Total Assets
$28M
6M Money Flow
-$2M
Global Small/Mid Stock
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.03
YTD Return
0.0%
3yr Return
24.2%
1yr Return
2.3%
Total Assets
$87M
6M Money Flow
$768K
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-0.30
YTD Return
1.6%
3yr Return
11.1%
1yr Return
5.2%
Total Assets
$180M
6M Money Flow
-$41M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
-0.19
YTD Return
1.7%
3yr Return
11.0%
1yr Return
6.1%
Total Assets
$352M
6M Money Flow
$6M