Summit Global Investments
Statistics as of May 01, 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 1.23% | TTM Yield 0.7% | 3yr Sharpe 0.01 | YTD Return -8.4% | 3yr Return 15.4% | 1yr Return -2.0% | Total Assets $103M | 6M Money Flow -$9M | |
Expense Ratio 1.95% | TTM Yield 7.7% | 3yr Sharpe 0.06 | YTD Return -3.4% | 3yr Return 16.9% | 1yr Return 4.5% | Total Assets $43M | 6M Money Flow $17M | |
Expense Ratio 1.95% | TTM Yield 6.9% | 3yr Sharpe 0.12 | YTD Return 0.0% | 3yr Return 17.5% | 1yr Return 7.5% | Total Assets $43M | 6M Money Flow $17M | |
Expense Ratio 0.84% | TTM Yield 2.0% | 3yr Sharpe 0.24 | YTD Return 3.5% | 3yr Return 22.1% | 1yr Return 8.1% | Total Assets $93M | 6M Money Flow -$15M | |
Expense Ratio 0.98% | TTM Yield 0.6% | 3yr Sharpe 0.31 | YTD Return -0.6% | 3yr Return 26.4% | 1yr Return 12.0% | Total Assets $220M | 6M Money Flow -$9M | |
Expense Ratio 1.23% Expense Ratio 1.98% | ||||||||
Expense Ratio 1.05% | TTM Yield 3.7% | 3yr Sharpe - | YTD Return 1.4% | 3yr Return - | 1yr Return 7.4% | Total Assets $467M | 6M Money Flow $309M | |
Expense Ratio 0.85% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -5.8% | 3yr Return - | 1yr Return 5.0% | Total Assets $79M | 6M Money Flow -$10M | |
Expense Ratio 0.99% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 4.2% | 3yr Return - | 1yr Return 10.6% | Total Assets $77M | 6M Money Flow $4M | |
Expense Ratio 1.32% | TTM Yield 4.8% | 3yr Sharpe - | YTD Return -1.6% | 3yr Return - | 1yr Return 8.7% | Total Assets $61M | 6M Money Flow $2M | |
Expense Ratio 0.98% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -8.1% | 3yr Return - | 1yr Return - | Total Assets $29M | 6M Money Flow $17M | |