Scharf Investments

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 Ratio ▲TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Global Large-Stock Value
Expense Ratio
0.63%
TTM Yield
0.8%
3yr Sharpe
0.10
YTD Return
3.2%
3yr Return
18.9%
1yr Return
10.5%
Total Assets
$28M
6M Money Flow
-$1M
Large Blend
Expense Ratio
0.89%
TTM Yield
0.8%
3yr Sharpe
0.22
YTD Return
1.5%
3yr Return
23.7%
1yr Return
8.7%
Total Assets
$408M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
0.21
YTD Return
2.7%
3yr Return
21.3%
1yr Return
9.2%
Total Assets
$48M
6M Money Flow
-$3M