Detailed visual comparisons and metrics plotting annual returns and volatility of top-performing elite funds.
Comparing the year-to-date performance across our monitored fund categories.
| Fund Name | Category | Expense Ratio | 1-Yr Return | 3-Yr Return | Risk Level |
|---|---|---|---|---|---|
| Aero Global Growth Fund | Equity | 0.68% | +24.8% | +16.3% | High |
| Verde Clean Energy Index | ESG | 0.45% | +19.2% | +11.8% | Medium-High |
| Sovereign Social Impact Fund | ESG | 0.52% | +15.4% | +9.5% | Medium |
| Oceanic Dividend Fund | Equity | 0.35% | +12.1% | +8.7% | Medium-Low |
| Atlas Corporate Bond Fund | Fixed Income | 0.30% | +6.3% | +4.8% | Low |
| Summit Treasury Yield Fund | Fixed Income | 0.24% | +4.9% | +3.9% | Minimal |