Plumb Funds

Statistics as of Apr 02, 2025

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Found total of 2 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 SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
1.50%
TTM Yield
0.3%
3yr Sharpe
0.08
YTD Return
-7.3%
3yr Return
20.4%
1yr Return
-4.2%
Total Assets
$25M
6M Money Flow
-$605K
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.4%
3yr Sharpe
0.11
YTD Return
-2.9%
3yr Return
19.5%
1yr Return
2.1%
Total Assets
$60M
6M Money Flow
-$12M