VELA Funds

Statistics as of May 27, 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Small Blend
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.02
YTD Return
-4.2%
3yr Return
15.8%
1yr Return
-3.3%
Total Assets
$129M
6M Money Flow
$17M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.7%
3yr Sharpe
-
YTD Return
1.9%
3yr Return
-
1yr Return
5.4%
Total Assets
$35M
6M Money Flow
$12M
Foreign Small/Mid Value
Expense Ratio
0.00%
TTM Yield
1.8%
3yr Sharpe
0.41
YTD Return
15.6%
3yr Return
34.9%
1yr Return
12.4%
Total Assets
$61M
6M Money Flow
$3M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
4.0%
3yr Sharpe
-0.19
YTD Return
0.4%
3yr Return
6.6%
1yr Return
4.1%
Total Assets
$33M
6M Money Flow
$368K
Large Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.18
YTD Return
0.3%
3yr Return
24.0%
1yr Return
7.2%
Total Assets
$66M
6M Money Flow
-$2M