Brookstone Asset Management

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 8 distinct funds
Download top 1000 CSV
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 Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.95%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
-5.8%
3yr Return
-
1yr Return
14.0%
Total Assets
$94M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-2.9%
3yr Return
-
1yr Return
8.4%
Total Assets
$38M
6M Money Flow
$2M
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
3.7%
3yr Sharpe
-
YTD Return
-2.8%
3yr Return
-
1yr Return
12.7%
Total Assets
$91M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
8.8%
Total Assets
$41M
6M Money Flow
$2M
Large Value
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-1.4%
3yr Return
-
1yr Return
7.9%
Total Assets
$91M
6M Money Flow
$11M
Moderate Allocation
Expense Ratio
1.38%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
9.4%
Total Assets
$38M
6M Money Flow
$792K
Ultrashort Bond
Expense Ratio
1.05%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
1.1%
3yr Return
-
1yr Return
3.9%
Total Assets
$71M
6M Money Flow
$5M
Intermediate Core Bond
Expense Ratio
1.04%
TTM Yield
2.8%
3yr Sharpe
-
YTD Return
3.5%
3yr Return
-
1yr Return
6.9%
Total Assets
$63M
6M Money Flow
$5M