Cromwell Funds

Statistics as of May 01, 2025

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Found total of 6 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 Assets ▼6M Money Flow
Mid-Cap Blend
Expense Ratio
1.16%
TTM Yield
0.5%
3yr Sharpe
0.18
YTD Return
-3.9%
3yr Return
24.5%
1yr Return
4.8%
Total Assets
$115M
6M Money Flow
-$8M
Real Estate
Expense Ratio
1.12%
TTM Yield
2.2%
3yr Sharpe
-0.25
YTD Return
0.7%
3yr Return
-1.5%
1yr Return
18.7%
Total Assets
$98M
6M Money Flow
-$6M
Long-Short Equity
Expense Ratio
1.73%
TTM Yield
1.2%
3yr Sharpe
-0.29
YTD Return
-1.4%
3yr Return
5.0%
1yr Return
0.5%
Total Assets
$84M
6M Money Flow
-$9M
Infrastructure
Expense Ratio
1.07%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
8.3%
3yr Return
-
1yr Return
14.2%
Total Assets
$48M
6M Money Flow
-$439K
Large Growth
Expense Ratio
1.35%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-7.6%
3yr Return
10.9%
1yr Return
1.6%
Total Assets
$25M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.10%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-4.1%
3yr Return
-
1yr Return
3.3%
Total Assets
$12M
6M Money Flow
$1M