Centerstone Investors Mutual Funds List
Here you can find all mutual funds issued by Centerstone Investors 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
- 1.10%
- Avg. 1 Year Return
- 11.81%
- Avg. 5 Year Return
- 3.11%
- Median Risk/Return Score
- 48 / 100
Centerstone Investors 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Centerstone Investors Fund | Global Allocation | May 2, 2016 | 1.10% | 2.97% | — | 4.41% | 48 |
Explore top Centerstone Investors 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 Centerstone Investors Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Centerstone Investors Fund | 48 | — | May 2016 |
Best-Performing Centerstone Investors Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Centerstone Investors Fund | 3.11% | — | May 2016 |
Lowest-Cost Centerstone Investors Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Centerstone Investors Fund | 1.10% | — | May 2016 |
Highest-Yield Centerstone Investors Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Centerstone Investors Fund | 4.41% | — | May 2016 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.