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Cargile Mutual Funds List

Here you can find all mutual funds issued by Cargile 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
1.52%
Avg. 1 Year Return
19.25%
Avg. 5 Year Return
2.33%
Median Risk/Return Score
57 / 100
Cargile Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Cargile FundTactical AllocationJul 8, 20181.52%
9.15%
0.96%
57

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Explore top Cargile 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.

0%Annualized Volatility0%Annualized Return

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Best Cargile Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Cargile Fund
57
Jul 2018

Best-Performing Cargile Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Cargile Fund
2.33%
Jul 2018

Lowest-Cost Cargile Mutual funds


SymbolNameExpense RatioAUMInception
Cargile Fund1.52%Jul 2018

Highest-Yield Cargile Mutual funds


SymbolNameDividend YieldAUMInception
Cargile Fund0.96%Jul 2018

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.