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

Global Allocationor search across All Categories

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 123 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 ReturnTotal Assets ▲6M Money Flow
Global Allocation
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.3%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
$3M
Global Allocation
Expense Ratio
0.85%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
-5.7%
3yr Return
-
1yr Return
1.6%
Total Assets
$4M
6M Money Flow
-$95K
Global Allocation
Expense Ratio
0.81%
TTM Yield
3.4%
3yr Sharpe
-0.30
YTD Return
0.5%
3yr Return
-5.5%
1yr Return
6.3%
Total Assets
$5M
6M Money Flow
$466K
Global Allocation
Expense Ratio
2.04%
TTM Yield
1.1%
3yr Sharpe
-0.31
YTD Return
0.8%
3yr Return
-3.9%
1yr Return
-1.5%
Total Assets
$7M
6M Money Flow
$83K
Global Allocation
Expense Ratio
3.49%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
-
Total Assets
$7M
6M Money Flow
-
Global Allocation
Expense Ratio
1.11%
TTM Yield
10.6%
3yr Sharpe
0.00
YTD Return
5.8%
3yr Return
10.0%
1yr Return
5.7%
Total Assets
$8M
6M Money Flow
-$11M
Global Allocation
Expense Ratio
1.13%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.3%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
-
Global Allocation
Expense Ratio
0.75%
TTM Yield
3.1%
3yr Sharpe
-0.12
YTD Return
1.7%
3yr Return
4.1%
1yr Return
2.5%
Total Assets
$10M
6M Money Flow
$978K
Global Allocation
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
-
Total Assets
$11M
6M Money Flow
-
Global Allocation
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.2%
3yr Return
-
1yr Return
-
Total Assets
$11M
6M Money Flow
$3M
Global Allocation
Expense Ratio
0.97%
TTM Yield
4.9%
3yr Sharpe
-0.28
YTD Return
0.0%
3yr Return
1.8%
1yr Return
3.1%
Total Assets
$13M
6M Money Flow
-$1M
Global Allocation
Expense Ratio
0.85%
TTM Yield
3.7%
3yr Sharpe
-0.13
YTD Return
-2.9%
3yr Return
-1.2%
1yr Return
-4.2%
Total Assets
$13M
6M Money Flow
$572K
Global Allocation
Expense Ratio
1.75%
TTM Yield
3.7%
3yr Sharpe
-0.28
YTD Return
0.8%
3yr Return
7.8%
1yr Return
5.6%
Total Assets
$14M
6M Money Flow
$711K
Global Allocation
Expense Ratio
1.88%
TTM Yield
9.4%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
3.5%
Total Assets
$16M
6M Money Flow
$5M
Global Allocation
Expense Ratio
2.07%
TTM Yield
1.9%
3yr Sharpe
-0.21
YTD Return
0.5%
3yr Return
4.2%
1yr Return
-1.2%
Total Assets
$18M
6M Money Flow
-$2M
Global Allocation
Expense Ratio
1.32%
TTM Yield
3.7%
3yr Sharpe
-0.11
YTD Return
-1.9%
3yr Return
1.0%
1yr Return
5.3%
Total Assets
$19M
6M Money Flow
-$894K
Global Allocation
Expense Ratio
1.63%
TTM Yield
11.1%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
3.5%
Total Assets
$19M
6M Money Flow
$704K
Global Allocation
Expense Ratio
0.75%
TTM Yield
13.1%
3yr Sharpe
0.02
YTD Return
3.2%
3yr Return
8.0%
1yr Return
6.8%
Total Assets
$19M
6M Money Flow
-$1M
Global Allocation
Expense Ratio
0.71%
TTM Yield
3.5%
3yr Sharpe
0.15
YTD Return
-3.5%
3yr Return
11.8%
1yr Return
0.5%
Total Assets
$20M
6M Money Flow
-$2M
Global Allocation
Expense Ratio
1.18%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
0.9%
Total Assets
$21M
6M Money Flow
$10M
Global Allocation
Expense Ratio
2.05%
TTM Yield
6.8%
3yr Sharpe
-
YTD Return
-15.1%
3yr Return
-
1yr Return
-18.1%
Total Assets
$27M
6M Money Flow
$12M
Global Allocation
Expense Ratio
1.46%
TTM Yield
2.3%
3yr Sharpe
0.11
YTD Return
-7.4%
3yr Return
7.8%
1yr Return
-3.8%
Total Assets
$34M
6M Money Flow
-$1M
Global Allocation
Expense Ratio
1.20%
TTM Yield
3.2%
3yr Sharpe
-0.35
YTD Return
-5.1%
3yr Return
-0.1%
1yr Return
2.3%
Total Assets
$35M
6M Money Flow
-$36M
Global Allocation
Expense Ratio
2.10%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.3%
3yr Return
-
1yr Return
-
Total Assets
$35M
6M Money Flow
-$2M
Global Allocation
Expense Ratio
3.67%
TTM Yield
7.9%
3yr Sharpe
0.02
YTD Return
-5.5%
3yr Return
5.0%
1yr Return
5.9%
Total Assets
$40M
6M Money Flow
$3M
Global Allocation
Expense Ratio
0.78%
TTM Yield
1.6%
3yr Sharpe
-0.07
YTD Return
-10.4%
3yr Return
-2.9%
1yr Return
-17.9%
Total Assets
$46M
6M Money Flow
-$12M
Global Allocation
Expense Ratio
1.02%
TTM Yield
5.9%
3yr Sharpe
-0.18
YTD Return
-4.1%
3yr Return
-2.4%
1yr Return
-0.9%
Total Assets
$50M
6M Money Flow
-$11M
Global Allocation
Expense Ratio
0.37%
TTM Yield
4.4%
3yr Sharpe
-0.06
YTD Return
-1.8%
3yr Return
5.5%
1yr Return
1.1%
Total Assets
$50M
6M Money Flow
-$7M
Global Allocation
Expense Ratio
0.50%
TTM Yield
3.1%
3yr Sharpe
-0.26
YTD Return
-4.5%
3yr Return
-1.6%
1yr Return
0.6%
Total Assets
$54M
6M Money Flow
-$5M
Global Allocation
Expense Ratio
1.26%
TTM Yield
3.6%
3yr Sharpe
-0.17
YTD Return
3.0%
3yr Return
1.3%
1yr Return
-1.3%
Total Assets
$58M
6M Money Flow
-$27M
Global Allocation
Expense Ratio
3.73%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
1.6%
3yr Return
12.1%
1yr Return
1.8%
Total Assets
$58M
6M Money Flow
-
Global Allocation
Expense Ratio
1.32%
TTM Yield
4.9%
3yr Sharpe
-
YTD Return
-3.8%
3yr Return
-
1yr Return
3.2%
Total Assets
$60M
6M Money Flow
$3M
Global Allocation
Expense Ratio
1.01%
TTM Yield
2.8%
3yr Sharpe
-0.32
YTD Return
-3.8%
3yr Return
-2.6%
1yr Return
-3.1%
Total Assets
$63M
6M Money Flow
-$12M
Global Allocation
Expense Ratio
1.49%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
0.8%
Total Assets
$64M
6M Money Flow
-$3M
Global Allocation
Expense Ratio
1.17%
TTM Yield
2.3%
3yr Sharpe
-0.18
YTD Return
2.5%
3yr Return
0.7%
1yr Return
-1.2%
Total Assets
$71M
6M Money Flow
-$71M
Global Allocation
Expense Ratio
0.55%
TTM Yield
3.4%
3yr Sharpe
-0.13
YTD Return
-4.3%
3yr Return
2.8%
1yr Return
1.5%
Total Assets
$73M
6M Money Flow
-$5M
Global Allocation
Expense Ratio
1.06%
TTM Yield
1.9%
3yr Sharpe
0.03
YTD Return
-6.2%
3yr Return
5.8%
1yr Return
0.6%
Total Assets
$89M
6M Money Flow
-$5M
Global Allocation
Expense Ratio
2.77%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
12.0%
Total Assets
$92M
6M Money Flow
$38M
Global Allocation
Expense Ratio
0.91%
TTM Yield
1.9%
3yr Sharpe
-0.41
YTD Return
-1.7%
3yr Return
-7.2%
1yr Return
-1.5%
Total Assets
$103M
6M Money Flow
-$3M
Global Allocation
Expense Ratio
4.33%
TTM Yield
6.1%
3yr Sharpe
-0.25
YTD Return
-17.8%
3yr Return
-15.3%
1yr Return
-1.3%
Total Assets
$108M
6M Money Flow
-$2M
Global Allocation
Expense Ratio
2.60%
TTM Yield
2.9%
3yr Sharpe
-0.64
YTD Return
-0.8%
3yr Return
-2.3%
1yr Return
0.9%
Total Assets
$108M
6M Money Flow
-$7M
Global Allocation
Expense Ratio
0.76%
TTM Yield
2.7%
3yr Sharpe
-0.33
YTD Return
-6.4%
3yr Return
-3.1%
1yr Return
-1.9%
Total Assets
$108M
6M Money Flow
-$13M