Here you can find all mutual funds issued by Perpetual Funds 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: Perpetual Funds
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Barrow Hanley Credit Opportunities Fund | High Yield Bonds | Apr 11, 2022 | 0.78% | 7.84% | — | 8.44% | ||||||||
| Barrow Hanley Emerging Markets Value Fund | Emerging Markets Diversified | Dec 28, 2021 | 1.14% | -1.31% | — | 2.14% | ||||||||
| Barrow Hanley Concentrated Emerging Markets ESG Op... | Emerging Markets Diversified | Apr 11, 2022 | 1.05% | -2.77% | — | 6.73% | ||||||||
| Barrow Hanley Floating Rate Fund | Bank Loan | Apr 11, 2022 | 1.02% | 6.57% | — | 9.48% | ||||||||
| Barrow Hanley International Value Fund | Foreign Large Cap Equities | Dec 28, 2021 | 0.86% | 2.86% | — | 3.22% | ||||||||
| Barrow Hanley US Value Opportunities Fund | Large Cap Value Equities | Apr 11, 2022 | 0.71% | 14.93% | — | 1.15% |
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