Castle Investment Management Mutual Funds List
Here you can find all mutual funds issued by Castle Investment Management 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
- 1.59%
- Avg. 1 Year Return
- -15.47%
- Avg. 5 Year Return
- 1.33%
- Median Risk/Return Score
- 0 / 100
Castle Investment Management 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Castle Tandem Fund | Large Cap Blend Equities | Mar 15, 2019 | 1.59% | -13.98% | — | 7.17% | 0 |
Explore top Castle Investment Management 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 Castle Investment Management Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Castle Tandem Fund | 0 | — | Mar 2019 |
Best-Performing Castle Investment Management Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Castle Tandem Fund | 1.33% | — | Mar 2019 |
Lowest-Cost Castle Investment Management Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Castle Tandem Fund | 1.59% | — | Mar 2019 |
Highest-Yield Castle Investment Management Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Castle Tandem Fund | 7.17% | — | Mar 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.