Rockefeller Asset Management
Statistics as of May 01, 2025
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Found total of 5 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 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -6.0% | 3yr Return - | 1yr Return - | Total Assets $696M | 6M Money Flow $554K | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 3.1% | 3yr Return - | 1yr Return - | Total Assets $647M | 6M Money Flow -$92M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -1.4% | 3yr Return - | 1yr Return - | Total Assets $157M | 6M Money Flow $68M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -1.1% | 3yr Return - | 1yr Return - | Total Assets $14M | 6M Money Flow $141K | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -1.3% | 3yr Return - | 1yr Return - | Total Assets $12M | 6M Money Flow $10M | |