Rockefeller Asset Management
Statistics as of Apr 04, 2025
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Found total of 5 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 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -14.4% | 3yr Return - | 1yr Return - | Total Assets $640M | 6M Money Flow -$7M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -7.3% | 3yr Return - | 1yr Return - | Total Assets $592M | 6M Money Flow -$70M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 1.4% | 3yr Return - | 1yr Return - | Total Assets $140M | 6M Money Flow $72M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 1.2% | 3yr Return - | 1yr Return - | Total Assets $17M | 6M Money Flow $3M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.6% | 3yr Return - | 1yr Return - | Total Assets $5M | 6M Money Flow $2M | |