Pinnacle

Statistics as of May 01, 2025

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Found total of 3 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
Small Value
Expense Ratio
1.24%
TTM Yield
2.4%
3yr Sharpe
0.54
YTD Return
-6.2%
3yr Return
36.2%
1yr Return
1.6%
Total Assets
$33M
6M Money Flow
-$2M
Tactical Allocation
Expense Ratio
1.43%
TTM Yield
3.0%
3yr Sharpe
0.00
YTD Return
-9.3%
3yr Return
14.3%
1yr Return
0.7%
Total Assets
$31M
6M Money Flow
-$9M
Mid-Cap Growth
Expense Ratio
0.79%
TTM Yield
13.4%
3yr Sharpe
-
YTD Return
-21.0%
3yr Return
-
1yr Return
-3.3%
Total Assets
$31M
6M Money Flow
-$105K