Yorktown Funds

Statistics as of Jun 06, 2025

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Found total of 4 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
Small Blend
Expense Ratio
1.30%
TTM Yield
0.0%
3yr Sharpe
0.06
YTD Return
4.7%
3yr Return
18.6%
1yr Return
7.2%
Total Assets
$28M
6M Money Flow
-$3M
Global Small/Mid Stock
Expense Ratio
1.00%
TTM Yield
0.4%
3yr Sharpe
0.16
YTD Return
1.7%
3yr Return
26.6%
1yr Return
6.5%
Total Assets
$88M
6M Money Flow
-$6M
Short-Term Bond
Expense Ratio
0.82%
TTM Yield
3.1%
3yr Sharpe
-0.33
YTD Return
1.7%
3yr Return
11.7%
1yr Return
4.7%
Total Assets
$180M
6M Money Flow
-$40M
Multisector Bond
Expense Ratio
0.69%
TTM Yield
4.4%
3yr Sharpe
-0.15
YTD Return
2.0%
3yr Return
11.8%
1yr Return
5.3%
Total Assets
$353M
6M Money Flow
$4M