Recurrent Mutual Funds List
Here you can find all mutual funds issued by Recurrent 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
- 1.25%
- Avg. 1 Year Return
- 43.28%
- Avg. 5 Year Return
- 27.38%
- Median Risk/Return Score
- 90 / 100
Recurrent 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | Infrastructure Equities, Energy Equities | Nov 1, 2017 | 1.25% | 38.53% | — | 4.70% | 90 |
Explore top Recurrent 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 Recurrent Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 90 | — | Nov 2017 |
Best-Performing Recurrent Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 27.38% | — | Nov 2017 |
Lowest-Cost Recurrent Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 1.25% | — | Nov 2017 |
Highest-Yield Recurrent Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 4.70% | — | Nov 2017 |
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