Advisors Capital
Statistics as of May 01, 2025
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Found total of 6 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 2.04% | TTM Yield 3.1% | 3yr Sharpe -0.35 | YTD Return 1.1% | 3yr Return 7.8% | 1yr Return 5.7% | Total Assets $137M | 6M Money Flow $29M | |
Expense Ratio 1.87% | TTM Yield 0.0% | 3yr Sharpe 0.13 | YTD Return -7.1% | 3yr Return 21.5% | 1yr Return 8.8% | Total Assets $83M | 6M Money Flow $15M | |
Expense Ratio 1.88% | TTM Yield 0.0% | 3yr Sharpe 0.17 | YTD Return -3.2% | 3yr Return 23.3% | 1yr Return 11.1% | Total Assets $249M | 6M Money Flow $32M | |
Expense Ratio 1.92% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.9% | 3yr Return - | 1yr Return 9.6% | Total Assets $166M | 6M Money Flow $43M | |
Expense Ratio 1.97% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -7.1% | 3yr Return - | 1yr Return - | Total Assets $32M | 6M Money Flow $33M | |
Expense Ratio 1.87% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.4% | 3yr Return - | 1yr Return - | Total Assets $13M | 6M Money Flow $13M | |