Nicholas

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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▼Total Assets6M Money Flow
Large Growth
Expense Ratio
0.70%
TTM Yield
0.3%
3yr Sharpe
0.56
YTD Return
-3.8%
3yr Return
44.9%
1yr Return
7.9%
Total Assets
$4B
6M Money Flow
-$155M
Large Value
Expense Ratio
0.70%
TTM Yield
1.9%
3yr Sharpe
0.04
YTD Return
-2.7%
3yr Return
15.9%
1yr Return
4.3%
Total Assets
$436M
6M Money Flow
-$21M
Small Growth
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-8.4%
3yr Return
8.8%
1yr Return
3.3%
Total Assets
$443M
6M Money Flow
-$19M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.05
YTD Return
-5.2%
3yr Return
16.0%
1yr Return
0.4%
Total Assets
$1B
6M Money Flow
-$53M