Nicholas

Statistics as of Apr 04, 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 Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Growth
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-0.22
YTD Return
-13.4%
3yr Return
-5.1%
1yr Return
-5.2%
Total Assets
$420M
6M Money Flow
-$19M
Mid-Cap Growth
Expense Ratio
0.59%
TTM Yield
0.2%
3yr Sharpe
-0.10
YTD Return
-12.5%
3yr Return
-1.8%
1yr Return
-10.4%
Total Assets
$929M
6M Money Flow
-$52M
Large Value
Expense Ratio
0.70%
TTM Yield
2.0%
3yr Sharpe
0.01
YTD Return
-7.8%
3yr Return
4.3%
1yr Return
-2.9%
Total Assets
$414M
6M Money Flow
-$22M
Large Growth
Expense Ratio
0.70%
TTM Yield
0.3%
3yr Sharpe
0.34
YTD Return
-11.9%
3yr Return
19.9%
1yr Return
-4.0%
Total Assets
$4B
6M Money Flow
-$148M