Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Equity Hedgedor search across All Categories

Statistics as of May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 108 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▼Total Assets6M Money Flow
Equity Hedged
Expense Ratio
1.22%
TTM Yield
2.5%
3yr Sharpe
-0.27
YTD Return
19.5%
3yr Return
1.6%
1yr Return
16.1%
Total Assets
$379M
6M Money Flow
$10M
Equity Hedged
Expense Ratio
0.68%
TTM Yield
8.5%
3yr Sharpe
0.50
YTD Return
1.7%
3yr Return
44.8%
1yr Return
15.6%
Total Assets
$306M
6M Money Flow
-$36M
Equity Hedged
Expense Ratio
1.46%
TTM Yield
1.0%
3yr Sharpe
0.39
YTD Return
5.7%
3yr Return
53.1%
1yr Return
15.0%
Total Assets
$27M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
1.32%
TTM Yield
0.9%
3yr Sharpe
0.27
YTD Return
5.6%
3yr Return
33.1%
1yr Return
14.9%
Total Assets
$146M
6M Money Flow
-$3M
Equity Hedged
Expense Ratio
2.77%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
2.5%
3yr Return
-
1yr Return
14.8%
Total Assets
$106M
6M Money Flow
$43M
Equity Hedged
Expense Ratio
0.85%
TTM Yield
0.3%
3yr Sharpe
0.56
YTD Return
3.7%
3yr Return
37.3%
1yr Return
13.3%
Total Assets
$69M
6M Money Flow
$37M
Equity Hedged
Expense Ratio
2.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
6.9%
3yr Return
-
1yr Return
12.2%
Total Assets
$72M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
1.56%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
2.5%
3yr Return
17.9%
1yr Return
12.0%
Total Assets
$39M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
1.10%
TTM Yield
6.0%
3yr Sharpe
0.13
YTD Return
-2.8%
3yr Return
25.0%
1yr Return
11.5%
Total Assets
$629M
6M Money Flow
-$50M
Equity Hedged
Expense Ratio
1.94%
TTM Yield
0.7%
3yr Sharpe
0.27
YTD Return
8.0%
3yr Return
31.8%
1yr Return
11.1%
Total Assets
$42M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
0.55%
TTM Yield
0.6%
3yr Sharpe
-
YTD Return
1.0%
3yr Return
-
1yr Return
11.0%
Total Assets
$393M
6M Money Flow
$68M
Equity Hedged
Expense Ratio
2.27%
TTM Yield
1.0%
3yr Sharpe
-0.29
YTD Return
13.0%
3yr Return
4.2%
1yr Return
10.9%
Total Assets
$7M
6M Money Flow
$647K
Equity Hedged
Expense Ratio
1.14%
TTM Yield
0.4%
3yr Sharpe
0.39
YTD Return
4.9%
3yr Return
31.2%
1yr Return
10.8%
Total Assets
$11M
6M Money Flow
-$8M
Equity Hedged
Expense Ratio
1.41%
TTM Yield
0.1%
3yr Sharpe
0.88
YTD Return
1.5%
3yr Return
36.8%
1yr Return
10.7%
Total Assets
$243M
6M Money Flow
$7M
Equity Hedged
Expense Ratio
0.48%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
10.6%
Total Assets
$579M
6M Money Flow
$75M
Equity Hedged
Expense Ratio
0.79%
TTM Yield
0.4%
3yr Sharpe
0.50
YTD Return
-0.2%
3yr Return
36.5%
1yr Return
10.3%
Total Assets
$2B
6M Money Flow
$347M
Equity Hedged
Expense Ratio
0.88%
TTM Yield
0.4%
3yr Sharpe
0.49
YTD Return
1.3%
3yr Return
31.3%
1yr Return
10.1%
Total Assets
$409M
6M Money Flow
$83M
Equity Hedged
Expense Ratio
1.52%
TTM Yield
2.0%
3yr Sharpe
0.46
YTD Return
0.7%
3yr Return
33.7%
1yr Return
10.1%
Total Assets
$69M
6M Money Flow
-$13M
Equity Hedged
Expense Ratio
0.89%
TTM Yield
7.6%
3yr Sharpe
0.09
YTD Return
-1.9%
3yr Return
21.6%
1yr Return
10.0%
Total Assets
$2B
6M Money Flow
-$23M
Equity Hedged
Expense Ratio
1.04%
TTM Yield
0.1%
3yr Sharpe
0.73
YTD Return
1.7%
3yr Return
34.4%
1yr Return
10.0%
Total Assets
$761M
6M Money Flow
$49M
Equity Hedged
Expense Ratio
0.96%
TTM Yield
2.1%
3yr Sharpe
0.63
YTD Return
-0.3%
3yr Return
58.7%
1yr Return
9.9%
Total Assets
$118M
6M Money Flow
-$435K
Equity Hedged
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
9.8%
Total Assets
$4B
6M Money Flow
-$132M
Equity Hedged
Expense Ratio
0.79%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
-1.1%
3yr Return
24.4%
1yr Return
9.7%
Total Assets
$228M
6M Money Flow
$9M
Equity Hedged
Expense Ratio
1.28%
TTM Yield
0.8%
3yr Sharpe
0.27
YTD Return
1.7%
3yr Return
27.5%
1yr Return
9.5%
Total Assets
$49M
6M Money Flow
-$4M
Equity Hedged
Expense Ratio
0.44%
TTM Yield
1.2%
3yr Sharpe
0.77
YTD Return
-0.2%
3yr Return
38.1%
1yr Return
9.4%
Total Assets
$349M
6M Money Flow
$182M
Equity Hedged
Expense Ratio
0.53%
TTM Yield
0.6%
3yr Sharpe
-
YTD Return
-0.7%
3yr Return
-
1yr Return
9.4%
Total Assets
$151M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
0.25%
TTM Yield
21.1%
3yr Sharpe
0.39
YTD Return
-0.9%
3yr Return
40.2%
1yr Return
9.3%
Total Assets
$2M
6M Money Flow
-$756K
Equity Hedged
Expense Ratio
1.29%
TTM Yield
3.1%
3yr Sharpe
0.06
YTD Return
11.8%
3yr Return
21.1%
1yr Return
9.2%
Total Assets
$25M
6M Money Flow
-$9M
Equity Hedged
Expense Ratio
0.49%
TTM Yield
2.7%
3yr Sharpe
-0.09
YTD Return
0.7%
3yr Return
11.0%
1yr Return
9.1%
Total Assets
$246M
6M Money Flow
-$37M
Equity Hedged
Expense Ratio
1.33%
TTM Yield
2.9%
3yr Sharpe
0.13
YTD Return
0.9%
3yr Return
22.1%
1yr Return
9.1%
Total Assets
$19M
6M Money Flow
-$1M
Equity Hedged
Expense Ratio
0.29%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
9.0%
Total Assets
$96M
6M Money Flow
$49M
Equity Hedged
Expense Ratio
0.48%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-0.7%
3yr Return
-
1yr Return
9.0%
Total Assets
$11M
6M Money Flow
$2M
Equity Hedged
Expense Ratio
0.47%
TTM Yield
2.3%
3yr Sharpe
0.56
YTD Return
0.6%
3yr Return
33.4%
1yr Return
8.9%
Total Assets
$1B
6M Money Flow
$5M
Equity Hedged
Expense Ratio
0.25%
TTM Yield
0.5%
3yr Sharpe
0.46
YTD Return
-0.8%
3yr Return
57.9%
1yr Return
8.9%
Total Assets
$2M
6M Money Flow
-$247K
Equity Hedged
Expense Ratio
0.25%
TTM Yield
8.9%
3yr Sharpe
0.53
YTD Return
-0.2%
3yr Return
45.8%
1yr Return
8.9%
Total Assets
$2M
6M Money Flow
$429K
Equity Hedged
Expense Ratio
1.62%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
1.3%
3yr Return
34.1%
1yr Return
8.8%
Total Assets
$17M
6M Money Flow
-$789K
Equity Hedged
Expense Ratio
0.70%
TTM Yield
0.6%
3yr Sharpe
0.34
YTD Return
0.5%
3yr Return
27.6%
1yr Return
8.8%
Total Assets
$7B
6M Money Flow
-$234M
Equity Hedged
Expense Ratio
1.13%
TTM Yield
0.3%
3yr Sharpe
0.37
YTD Return
-0.6%
3yr Return
31.3%
1yr Return
8.7%
Total Assets
$94M
6M Money Flow
-$5M
Equity Hedged
Expense Ratio
0.90%
TTM Yield
0.4%
3yr Sharpe
0.44
YTD Return
0.9%
3yr Return
30.4%
1yr Return
8.7%
Total Assets
$697M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
1.43%
TTM Yield
0.0%
3yr Sharpe
0.23
YTD Return
0.7%
3yr Return
27.4%
1yr Return
8.5%
Total Assets
$47M
6M Money Flow
$12M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
2.5%
3yr Sharpe
0.52
YTD Return
12.2%
3yr Return
31.5%
1yr Return
8.5%
Total Assets
$219M
6M Money Flow
$10M
Equity Hedged
Expense Ratio
1.54%
TTM Yield
0.0%
3yr Sharpe
0.36
YTD Return
0.2%
3yr Return
26.6%
1yr Return
8.3%
Total Assets
$52M
6M Money Flow
-$2M