Yorktown Funds

Statistics as of Apr 02, 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 Return ▼Total Assets6M Money Flow
Multisector Bond
Expense Ratio
0.70%
TTM Yield
4.4%
3yr Sharpe
-0.31
YTD Return
2.0%
3yr Return
7.7%
1yr Return
6.7%
Total Assets
$360M
6M Money Flow
$30M
Short-Term Bond
Expense Ratio
0.80%
TTM Yield
3.0%
3yr Sharpe
-0.40
YTD Return
1.5%
3yr Return
10.5%
1yr Return
5.6%
Total Assets
$186M
6M Money Flow
-$59M
Small Blend
Expense Ratio
1.44%
TTM Yield
0.0%
3yr Sharpe
-0.33
YTD Return
-2.0%
3yr Return
-2.3%
1yr Return
-2.6%
Total Assets
$26M
6M Money Flow
-$3M
Global Small/Mid Stock
Expense Ratio
1.01%
TTM Yield
0.4%
3yr Sharpe
-0.17
YTD Return
-5.9%
3yr Return
5.4%
1yr Return
-4.8%
Total Assets
$83M
6M Money Flow
$3M