FullerThaler

Statistics as of May 01, 2025

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Found total of 7 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
1.01%
TTM Yield
0.1%
3yr Sharpe
0.50
YTD Return
-5.3%
3yr Return
43.7%
1yr Return
9.3%
Total Assets
$192M
6M Money Flow
$85M
Small Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.26
YTD Return
-15.3%
3yr Return
36.3%
1yr Return
-2.2%
Total Assets
$2B
6M Money Flow
$798M
Small Blend
Expense Ratio
0.81%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.9%
3yr Return
17.2%
1yr Return
-0.7%
Total Assets
$149M
6M Money Flow
$43M
Small Blend
Expense Ratio
0.91%
TTM Yield
0.9%
3yr Sharpe
0.06
YTD Return
-8.9%
3yr Return
17.2%
1yr Return
-0.7%
Total Assets
$151M
6M Money Flow
$42M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
-0.05
YTD Return
-7.4%
3yr Return
10.4%
1yr Return
1.0%
Total Assets
$372M
6M Money Flow
$39M
Small Value
Expense Ratio
1.33%
TTM Yield
0.2%
3yr Sharpe
-0.52
YTD Return
-23.3%
3yr Return
-27.2%
1yr Return
-12.3%
Total Assets
$17M
6M Money Flow
$961K
Mid-Cap Blend
Expense Ratio
0.83%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-4.5%
3yr Return
-
1yr Return
2.7%
Total Assets
$96M
6M Money Flow
$35M