Lone Peak Mutual Funds List
Here you can find all mutual funds issued by Lone Peak 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
- 1.15%
- Avg. 1 Year Return
- 28.16%
- Avg. 5 Year Return
- 8.48%
- Median Risk/Return Score
- 81 / 100
Lone Peak 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lone Peak Value Fund | Mid Cap Value Equities | Jan 30, 2014 | 1.15% | 16.64% | 11.05% | 1.10% | 81 |
Explore top Lone Peak 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 Lone Peak Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Lone Peak Value Fund | 81 | — | Jan 2014 |
Best-Performing Lone Peak Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Lone Peak Value Fund | 8.48% | — | Jan 2014 |
Lowest-Cost Lone Peak Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Lone Peak Value Fund | 1.15% | — | Jan 2014 |
Highest-Yield Lone Peak Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Lone Peak Value Fund | 1.10% | — | Jan 2014 |
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