Adler Mutual Funds List
Here you can find all mutual funds issued by Adler and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.29%
- Avg. 1 Year Return
- 12.03%
- Avg. 5 Year Return
- 3.79%
- Median Risk/Return Score
- 11 / 100
Adler Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Adler Value Fund | Large Cap Value Equities | Aug 16, 2018 | 1.29% | 0.58% | — | 0.99% | 11 |
Explore top Adler Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Adler Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Adler Value Fund | 11 | — | Aug 2018 |
Best-Performing Adler Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Adler Value Fund | 3.79% | — | Aug 2018 |
Lowest-Cost Adler Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Adler Value Fund | 1.29% | — | Aug 2018 |
Highest-Yield Adler Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Adler Value Fund | 0.99% | — | Aug 2018 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.