Innealta Capital
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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return ▼ | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.24% | TTM Yield 3.6% | 3yr Sharpe -0.10 | YTD Return 5.2% | 3yr Return 9.9% | 1yr Return 5.1% | Total Assets $56M | 6M Money Flow -$17M | |
Expense Ratio 1.49% | ||||||||
Expense Ratio 1.24% | TTM Yield 1.7% | 3yr Sharpe 0.19 | YTD Return 0.2% | 3yr Return 21.0% | 1yr Return 4.4% | Total Assets $106M | 6M Money Flow -$19M | |
Expense Ratio 1.49% | ||||||||
Expense Ratio 0.44% | TTM Yield 0.9% | 3yr Sharpe 0.10 | YTD Return -3.8% | 3yr Return 20.5% | 1yr Return 2.2% | Total Assets $6M | 6M Money Flow $2M | |
Expense Ratio 0.69% | ||||||||
Expense Ratio 0.48% | TTM Yield 1.3% | 3yr Sharpe 0.01 | YTD Return -7.0% | 3yr Return 16.2% | 1yr Return -2.7% | Total Assets $33M | 6M Money Flow -$760K | |
Expense Ratio 0.73% | ||||||||