Innealta Capital

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 4 distinct funds
Download top 1000 CSV
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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.44%
TTM Yield
1.0%
3yr Sharpe
0.10
YTD Return
-14.4%
3yr Return
7.3%
1yr Return
-8.2%
Total Assets
$5M
6M Money Flow
$2M
Small Value
Expense Ratio
0.48%
TTM Yield
1.4%
3yr Sharpe
0.01
YTD Return
-17.9%
3yr Return
3.0%
1yr Return
-13.6%
Total Assets
$29M
6M Money Flow
-$760K
Foreign Large Blend
Expense Ratio
1.24%
TTM Yield
3.9%
3yr Sharpe
-0.10
YTD Return
-2.7%
3yr Return
1.2%
1yr Return
-2.7%
Total Assets
$52M
6M Money Flow
-$17M
Tactical Allocation
Expense Ratio
1.24%
TTM Yield
1.9%
3yr Sharpe
0.19
YTD Return
-7.8%
3yr Return
11.0%
1yr Return
-3.4%
Total Assets
$98M
6M Money Flow
-$19M