Trillium Mutual Funds

Statistics as of May 01, 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 Return ▲1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.97%
TTM Yield
0.2%
3yr Sharpe
-0.18
YTD Return
-8.0%
3yr Return
4.4%
1yr Return
-1.3%
Total Assets
$31M
6M Money Flow
-$4M
Global Large-Stock Blend
Expense Ratio
0.99%
TTM Yield
0.9%
3yr Sharpe
0.12
YTD Return
0.6%
3yr Return
20.7%
1yr Return
7.6%
Total Assets
$781M
6M Money Flow
-$132M