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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
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AXMIX
Acclivity Mid Cap Multi-Style FundMid Cap Blend EquitiesDec 31, 20190.45%
11.98%
0.54%
Acclivity Small Cap Value FundSmall Cap Value EquitiesDec 31, 20183.64%
3.60%
0.96%
Dynamic International Opportunity FundForeign Large Cap EquitiesDec 30, 20111.62%
3.36%
4.08%
2.27%
Dynamic U.S. Opportunity FundTactical AllocationDec 29, 20111.24%
5.37%
8.56%
0.92%

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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.

0%Annualized Volatility0%Annualized Return

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