Innealta Capital
Statistics as of May 01, 2025
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Found total of 4 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.
| Name ▼ | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.24% | TTM Yield 1.7% | 3yr Sharpe 0.31 | YTD Return -0.8% | 3yr Return 26.0% | 1yr Return 7.1% | Total Assets $101M | 6M Money Flow -$21M | |
Expense Ratio 1.49% | ||||||||
Expense Ratio 1.24% | TTM Yield 3.6% | 3yr Sharpe 0.04 | YTD Return 4.7% | 3yr Return 15.0% | 1yr Return 6.5% | Total Assets $53M | 6M Money Flow -$18M | |
Expense Ratio 1.49% | ||||||||
Expense Ratio 0.48% | TTM Yield 1.4% | 3yr Sharpe -0.01 | YTD Return -13.6% | 3yr Return 14.3% | 1yr Return -5.7% | Total Assets $28M | 6M Money Flow -$5M | |
Expense Ratio 0.73% | ||||||||
Expense Ratio 0.44% | TTM Yield 0.9% | 3yr Sharpe 0.15 | YTD Return -8.0% | 3yr Return 23.0% | 1yr Return 2.7% | Total Assets $4M | 6M Money Flow -$195K | |
Expense Ratio 0.69% | ||||||||