Horizon Kinetics

Statistics as of Jun 06, 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 Assets6M Money Flow
Japan Stock
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
7.8%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
-
Global Small/Mid Stock
Expense Ratio
0.85%
TTM Yield
1.6%
3yr Sharpe
0.40
YTD Return
11.8%
3yr Return
37.5%
1yr Return
30.9%
Total Assets
$1B
6M Money Flow
$132M
Health
Expense Ratio
0.85%
TTM Yield
2.7%
3yr Sharpe
-
YTD Return
5.9%
3yr Return
-
1yr Return
8.7%
Total Assets
$16M
6M Money Flow
-$2M
Health
Expense Ratio
0.85%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
2.2%
3yr Return
-
1yr Return
-6.9%
Total Assets
$15M
6M Money Flow
$348K
Equity Energy
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-0.8%
3yr Return
-
1yr Return
8.0%
Total Assets
$4M
6M Money Flow
-$56K
Digital Assets
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
9.1%
3yr Return
-
1yr Return
24.3%
Total Assets
$17M
6M Money Flow
$1M