Here you can find all mutual funds issued by Innealta Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Innealta Capital
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Acclivity Mid Cap Multi-Style Fund | Mid Cap Blend Equities | Dec 31, 2019 | 0.45% | 11.98% | — | 0.54% | ||||||||
Acclivity Small Cap Value Fund | Small Cap Value Equities | Dec 31, 2018 | 3.64% | 3.60% | — | 0.96% | ||||||||
Dynamic International Opportunity Fund | Foreign Large Cap Equities | Dec 30, 2011 | 1.62% | 3.36% | 4.08% | 2.27% | ||||||||
Dynamic U.S. Opportunity Fund | Tactical Allocation | Dec 29, 2011 | 1.24% | 5.37% | 8.56% | 0.92% |
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