Yorktown Funds

Statistics as of Apr 04, 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
1.44%
TTM Yield
0.0%
3yr Sharpe
-0.33
YTD Return
-12.1%
3yr Return
-12.2%
1yr Return
-11.9%
Total Assets
$24M
6M Money Flow
-$3M
Global Small/Mid Stock
Expense Ratio
1.01%
TTM Yield
0.4%
3yr Sharpe
-0.17
YTD Return
-16.2%
3yr Return
-6.6%
1yr Return
-14.7%
Total Assets
$75M
6M Money Flow
$3M
Short-Term Bond
Expense Ratio
0.80%
TTM Yield
3.0%
3yr Sharpe
-0.40
YTD Return
2.0%
3yr Return
11.0%
1yr Return
5.9%
Total Assets
$186M
6M Money Flow
-$59M
Multisector Bond
Expense Ratio
0.70%
TTM Yield
4.4%
3yr Sharpe
-0.31
YTD Return
1.8%
3yr Return
7.4%
1yr Return
6.3%
Total Assets
$358M
6M Money Flow
$30M