Williamsburg Investment Trust Mutual Funds List
Here you can find all mutual funds issued by Williamsburg Investment Trust 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
- 0.98%
- Avg. 1 Year Return
- 32.24%
- Avg. 5 Year Return
- 13.45%
- Median Risk/Return Score
- 81 / 100
Williamsburg Investment Trust 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jamestown Equity Fund | Large Cap Blend Equities | Dec 1, 1992 | 0.98% | 11.50% | 14.80% | 7.00% | 81 |
Explore top Williamsburg Investment Trust 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 Williamsburg Investment Trust Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Jamestown Equity Fund | 81 | — | Dec 1992 |
Best-Performing Williamsburg Investment Trust Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Jamestown Equity Fund | 13.45% | — | Dec 1992 |
Lowest-Cost Williamsburg Investment Trust Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Jamestown Equity Fund | 0.98% | — | Dec 1992 |
Highest-Yield Williamsburg Investment Trust Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Jamestown Equity Fund | 7.00% | — | Dec 1992 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.