Villere Mutual Funds List
Here you can find all mutual funds issued by Villere and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Villere
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Villere Balanced Fund | Diversified Portfolio | Sep 29, 1999 | 0.99% | -1.87% | 3.86% | 1.35% | 6 | ||||||||
| Villere Equity Fund | Mid Cap Growth Equities | May 31, 2013 | 1.22% | -2.26% | 3.10% | 0.55% | 4 |
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