FullerThaler

Statistics as of Apr 04, 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.
NameExpense RatioTTM Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.6%
3yr Sharpe
-0.03
YTD Return
-11.9%
3yr Return
0.7%
1yr Return
-6.6%
Total Assets
$364M
6M Money Flow
$58M
Small Blend
Expense Ratio
0.91%
TTM Yield
1.0%
3yr Sharpe
0.02
YTD Return
-13.1%
3yr Return
3.7%
1yr Return
-8.4%
Total Assets
$131M
6M Money Flow
$31M
Mid-Cap Blend
Expense Ratio
0.83%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-12.0%
3yr Return
-
1yr Return
-9.2%
Total Assets
$86M
6M Money Flow
$35M
Small Value
Expense Ratio
1.33%
TTM Yield
0.2%
3yr Sharpe
-0.58
YTD Return
-27.1%
3yr Return
-39.5%
1yr Return
-21.4%
Total Assets
$16M
6M Money Flow
$1M
Mid-Cap Blend
Expense Ratio
1.01%
TTM Yield
0.1%
3yr Sharpe
0.40
YTD Return
-11.9%
3yr Return
24.1%
1yr Return
-1.2%
Total Assets
$169M
6M Money Flow
$80M
Small Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.11
YTD Return
-24.2%
3yr Return
8.6%
1yr Return
-15.2%
Total Assets
$2B
6M Money Flow
$850M