Cromwell Mutual Funds List
Here you can find all mutual funds issued by Cromwell 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
- 0.85%
- Avg. 1 Year Return
- 3.87%
- Avg. 5 Year Return
- 2.63%
- Median Risk/Return Score
- 8 / 100
Cromwell 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cromwell Tran Focus Fund | Large Cap Growth Equities | Sep 6, 2007 | 0.85% | 6.45% | 10.50% | 11.59% | 8 |
Explore top Cromwell 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 Cromwell Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Cromwell Tran Focus Fund | 8 | — | Sep 2007 |
Best-Performing Cromwell Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cromwell Tran Focus Fund | 2.63% | — | Sep 2007 |
Lowest-Cost Cromwell Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Cromwell Tran Focus Fund | 0.85% | — | Sep 2007 |
Highest-Yield Cromwell Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Cromwell Tran Focus Fund | 11.59% | — | Sep 2007 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.