Summitry Mutual Funds List
Here you can find all mutual funds issued by Summitry 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
- 5.98%
- Avg. 5 Year Return
- 8.87%
- Median Risk/Return Score
- 10 / 100
Summitry 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Summitry Equity Fund | Large Cap Blend Equities | Apr 1, 2009 | 1.25% | 1.61% | 12.00% | 16.64% | 10 |
Explore top Summitry 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 Summitry Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Summitry Equity Fund | 10 | — | Apr 2009 |
Best-Performing Summitry Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Summitry Equity Fund | 8.87% | — | Apr 2009 |
Lowest-Cost Summitry Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Summitry Equity Fund | 1.25% | — | Apr 2009 |
Highest-Yield Summitry Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Summitry Equity Fund | 16.64% | — | Apr 2009 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.