Xsquare Capital

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 Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
2.66%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
-1.7%
3yr Return
22.5%
1yr Return
7.1%
Total Assets
$66M
6M Money Flow
$8M
Muni National Interm
Expense Ratio
0.86%
TTM Yield
5.0%
3yr Sharpe
-
YTD Return
-8.8%
3yr Return
-
1yr Return
-6.6%
Total Assets
$4M
6M Money Flow
$547K