Perpetual Mutual Funds List
Here you can find all mutual funds issued by Perpetual 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
- 0.84%
- Avg. 1 Year Return
- 15.31%
- Avg. 5 Year Return
- 8.34%
- Median Risk/Return Score
- 40 / 100
Perpetual 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TSW Large Cap Value Fund | Large Cap Value Equities | Jul 17, 1992 | 0.75% | 13.87% | 10.05% | 1.44% | 10 |
Explore top Perpetual 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 Perpetual Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| TSW Large Cap Value Fund | 10 | — | Jul 1992 |
Best-Performing Perpetual Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| TSW Large Cap Value Fund | 8.34% | — | Jul 1992 |
Lowest-Cost Perpetual Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| TSW Large Cap Value Fund | 0.75% | — | Jul 1992 |
Highest-Yield Perpetual Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| TSW Large Cap Value Fund | 1.44% | — | Jul 1992 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.