Easterly Mutual Funds List
Here you can find all mutual funds issued by Easterly and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.33%
- Avg. 1 Year Return
- 32.96%
- Avg. 5 Year Return
- 11.87%
- Median Risk/Return Score
- 83 / 100
Easterly 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Easterly Snow Small Cap Value Fund | Small Cap Value Equities | Nov 30, 2010 | 1.25% | 15.88% | 12.45% | 3.45% | 77 |
Explore top Easterly 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 Easterly Mutual funds by Risk/Return Score
The top Easterly Mutual funds by PortfoliosLab Risk/Return Score are SNOIX (90) and SNWIX (77).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Easterly Snow Long/Short Opportunity Fund | 90 | — | Apr 2006 | |
| Easterly Snow Small Cap Value Fund | 77 | — | Nov 2010 |
Best-Performing Easterly Mutual funds Over 5 Years
The top Easterly Mutual funds is SNWIX (13.65%).
Across the lineup, Easterly Mutual funds show an average 1-year return of 32.96% and an average 5-year return of 11.87%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Easterly Snow Small Cap Value Fund | 13.65% | — | Nov 2010 | |
| Easterly Snow Long/Short Opportunity Fund | 10.08% | — | Apr 2006 |
Lowest-Cost Easterly Mutual funds
The top Easterly Mutual funds is SNWIX (1.25%).
With an average expense ratio of 1.33%, Easterly Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Easterly Snow Small Cap Value Fund | 1.25% | — | Nov 2010 | |
| Easterly Snow Long/Short Opportunity Fund | 1.41% | — | Apr 2006 |
Highest-Yield Easterly Mutual funds
The top Easterly Mutual funds is SNOIX (6.18%).
Across the lineup, Easterly Mutual funds show an average dividend yield of 4.81%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Easterly Snow Long/Short Opportunity Fund | 6.18% | — | Apr 2006 | |
| Easterly Snow Small Cap Value Fund | 3.45% | — | Nov 2010 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.