Ultimus Fund Mutual Funds List
Here you can find all mutual funds issued by Ultimus Fund 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
- 1.27%
- Avg. 1 Year Return
- 30.65%
- Avg. 5 Year Return
- 9.51%
- Median Risk/Return Score
- 76 / 100
Ultimus Fund 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | Dec 30, 2019 | 1.27% | 16.97% | — | 0.63% | 76 |
Explore top Ultimus Fund 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 Ultimus Fund Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | 76 | — | Dec 2019 |
Best-Performing Ultimus Fund Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | 9.51% | — | Dec 2019 |
Lowest-Cost Ultimus Fund Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | 1.27% | — | Dec 2019 |
Highest-Yield Ultimus Fund Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | 0.63% | — | Dec 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.