Summit Global Investments
Statistics as of Apr 02, 2025
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Found total of 10 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 0.98% | TTM Yield 0.6% | 3yr Sharpe 0.26 | YTD Return 1.9% | 3yr Return 24.3% | 1yr Return 11.8% | Total Assets $226M | 6M Money Flow -$8M | |
Expense Ratio 1.23% Expense Ratio 1.98% | ||||||||
Expense Ratio 0.85% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -4.0% | 3yr Return - | 1yr Return 3.6% | Total Assets $80M | 6M Money Flow -$9M | |
Expense Ratio 1.95% | TTM Yield 7.6% | 3yr Sharpe -0.07 | YTD Return -2.5% | 3yr Return 11.1% | 1yr Return 2.6% | Total Assets $42M | 6M Money Flow $16M | |
Expense Ratio 1.23% | TTM Yield 0.7% | 3yr Sharpe -0.06 | YTD Return -4.9% | 3yr Return 11.7% | 1yr Return -2.5% | Total Assets $106M | 6M Money Flow -$9M | |
Expense Ratio 0.84% | TTM Yield 2.0% | 3yr Sharpe 0.05 | YTD Return 4.8% | 3yr Return 15.3% | 1yr Return 8.1% | Total Assets $94M | 6M Money Flow -$14M | |
Expense Ratio 0.99% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 6.8% | 3yr Return - | 1yr Return 10.6% | Total Assets $78M | 6M Money Flow $4M | |
Expense Ratio 1.95% | TTM Yield 6.8% | 3yr Sharpe -0.01 | YTD Return 1.7% | 3yr Return 13.6% | 1yr Return 6.7% | Total Assets $43M | 6M Money Flow $15M | |
Expense Ratio 1.32% | TTM Yield 4.7% | 3yr Sharpe - | YTD Return -0.3% | 3yr Return - | 1yr Return 6.2% | Total Assets $63M | 6M Money Flow $3M | |
Expense Ratio 0.98% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -6.5% | 3yr Return - | 1yr Return - | Total Assets $29M | 6M Money Flow $18M | |
Expense Ratio 1.05% | TTM Yield 3.4% | 3yr Sharpe - | YTD Return 1.7% | 3yr Return - | 1yr Return 8.2% | Total Assets $365M | 6M Money Flow $169M | |