Here you can find all mutual funds issued by Yorktown Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Yorktown Funds
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Yorktown Short Term Bond Fund | Short-Term Bond | Jul 2, 1997 | 0.84% | -0.11% | 1.43% | 2.52% | ||||||||
Yorktown Growth Fund | Global Equities | Jun 13, 1985 | 2.04% | 0.85% | 7.56% | 0.00% | ||||||||
Yorktown Multi-Sector Bond Fund | Multisector Bonds | Jul 1, 1997 | 1.17% | -0.30% | 1.55% | 3.85% | ||||||||
Yorktown Small-Cap Fund | Small Cap Growth Equities | May 9, 2016 | 1.38% | 2.14% | — | 0.23% |
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