Perpetual Funds

Statistics as of Apr 04, 2025

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Found total of 7 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
Foreign Large Value
Expense Ratio
0.85%
TTM Yield
11.1%
3yr Sharpe
0.09
YTD Return
1.0%
3yr Return
7.7%
1yr Return
-1.9%
Total Assets
$13M
6M Money Flow
-$47M
Bank Loan
Expense Ratio
0.59%
TTM Yield
9.3%
3yr Sharpe
-
YTD Return
-1.1%
3yr Return
-
1yr Return
5.8%
Total Assets
$100M
6M Money Flow
-$3M
Diversified Emerging Mkts
Expense Ratio
1.06%
TTM Yield
8.6%
3yr Sharpe
-
YTD Return
-4.7%
3yr Return
-
1yr Return
-1.7%
Total Assets
$5M
6M Money Flow
-$26M
High Yield Bond
Expense Ratio
0.77%
TTM Yield
8.2%
3yr Sharpe
-
YTD Return
-1.2%
3yr Return
-
1yr Return
7.1%
Total Assets
$91M
6M Money Flow
$447K
Diversified Emerging Mkts
Expense Ratio
1.00%
TTM Yield
8.1%
3yr Sharpe
-0.25
YTD Return
-2.8%
3yr Return
-5.5%
1yr Return
-3.7%
Total Assets
$3M
6M Money Flow
-$161K
Intermediate Core Bond
Expense Ratio
0.35%
TTM Yield
4.9%
3yr Sharpe
-
YTD Return
2.5%
3yr Return
-
1yr Return
5.9%
Total Assets
$174M
6M Money Flow
-$2M
Large Value
Expense Ratio
0.70%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-12.2%
3yr Return
-
1yr Return
-1.9%
Total Assets
$87M
6M Money Flow
-$9M