Plumb Funds

Statistics as of May 01, 2025

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Found total of 2 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 Return ▼1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
0.35
YTD Return
-7.5%
3yr Return
39.8%
1yr Return
1.8%
Total Assets
$25M
6M Money Flow
-$434K
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.4%
3yr Sharpe
0.34
YTD Return
-3.6%
3yr Return
30.3%
1yr Return
4.5%
Total Assets
$58M
6M Money Flow
-$7M