Modern Capital

Statistics as of May 01, 2025

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Found total of 1 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 Return ▲Total Assets6M Money Flow
Tactical Allocation
Expense Ratio
3.02%
TTM Yield
9.5%
3yr Sharpe
0.39
YTD Return
-4.0%
3yr Return
30.7%
1yr Return
7.3%
Total Assets
$87M
6M Money Flow
$14M