Global Moderate Allocationor search across All Categories
Statistics as of May 27, 2025
Search , , ,
in
Found total of 110 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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow ▼ |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.66% | TTM Yield 6.6% | 3yr Sharpe 0.45 | YTD Return 10.0% | 3yr Return 29.3% | 1yr Return 13.0% | Total Assets $5B | 6M Money Flow $535M | |
Expense Ratio 0.85% Expense Ratio 1.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.80% | TTM Yield 3.0% | 3yr Sharpe -0.26 | YTD Return 7.0% | 3yr Return 3.9% | 1yr Return 7.6% | Total Assets $1B | 6M Money Flow $201M | |
Expense Ratio 0.80% Expense Ratio 1.15% Expense Ratio 1.87% Expense Ratio 1.30% | ||||||||
Expense Ratio 0.39% | TTM Yield 3.1% | 3yr Sharpe 0.10 | YTD Return 3.0% | 3yr Return 19.1% | 1yr Return 6.5% | Total Assets $2B | 6M Money Flow $184M | |
Expense Ratio 0.04% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.15% | TTM Yield 2.6% | 3yr Sharpe 0.25 | YTD Return 4.0% | 3yr Return 25.1% | 1yr Return 9.5% | Total Assets $2B | 6M Money Flow $122M | |
Expense Ratio 0.00% | TTM Yield 6.2% | 3yr Sharpe 0.27 | YTD Return 4.0% | 3yr Return 26.2% | 1yr Return 8.7% | Total Assets $319M | 6M Money Flow $90M | |
Expense Ratio 0.59% | TTM Yield 5.6% | 3yr Sharpe 0.41 | YTD Return 6.8% | 3yr Return 25.2% | 1yr Return 4.9% | Total Assets $1B | 6M Money Flow $48M | |
Expense Ratio 0.68% | TTM Yield 7.4% | 3yr Sharpe 0.11 | YTD Return 3.0% | 3yr Return 21.7% | 1yr Return 9.3% | Total Assets $1B | 6M Money Flow $38M | |
Expense Ratio 0.63% Expense Ratio 0.93% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.75% | TTM Yield 1.8% | 3yr Sharpe 0.08 | YTD Return 8.2% | 3yr Return 17.1% | 1yr Return 13.2% | Total Assets $124M | 6M Money Flow $27M | |
Expense Ratio 1.65% | TTM Yield 1.8% | 3yr Sharpe - | YTD Return -3.6% | 3yr Return - | 1yr Return -1.8% | Total Assets $70M | 6M Money Flow $20M | |
Expense Ratio 2.05% | ||||||||
Expense Ratio 0.19% | TTM Yield 4.2% | 3yr Sharpe 0.22 | YTD Return 3.1% | 3yr Return 24.2% | 1yr Return 8.5% | Total Assets $953M | 6M Money Flow $19M | |
Expense Ratio 0.18% Expense Ratio 0.55% Expense Ratio 0.30% Expense Ratio 1.30% Expense Ratio 0.80% Expense Ratio 0.18% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.81% | TTM Yield 2.2% | 3yr Sharpe 0.21 | YTD Return 2.2% | 3yr Return 23.9% | 1yr Return 7.7% | Total Assets $164M | 6M Money Flow $8M | |
Expense Ratio 1.12% Expense Ratio 1.16% Expense Ratio 1.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.47% | TTM Yield 1.8% | 3yr Sharpe 0.17 | YTD Return 4.4% | 3yr Return 25.7% | 1yr Return 8.1% | Total Assets $32M | 6M Money Flow $5M | |
Expense Ratio 0.47% Expense Ratio 1.47% Expense Ratio 0.72% Expense Ratio 0.97% | ||||||||
Expense Ratio 0.35% | TTM Yield 3.0% | 3yr Sharpe 0.22 | YTD Return 4.2% | 3yr Return 22.4% | 1yr Return 8.8% | Total Assets $251M | 6M Money Flow $3M | |
Expense Ratio 0.19% | TTM Yield 2.5% | 3yr Sharpe 0.20 | YTD Return 3.1% | 3yr Return 23.3% | 1yr Return 8.9% | Total Assets $22M | 6M Money Flow $1M | |
Expense Ratio 0.69% | TTM Yield 4.7% | 3yr Sharpe 0.28 | YTD Return 6.4% | 3yr Return 24.4% | 1yr Return 7.1% | Total Assets $395M | 6M Money Flow $672K | |
Expense Ratio 0.80% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.46% | TTM Yield 2.0% | 3yr Sharpe 0.04 | YTD Return 2.3% | 3yr Return 17.2% | 1yr Return 5.3% | Total Assets $96M | 6M Money Flow $487K | |
Expense Ratio 0.81% | TTM Yield 3.2% | 3yr Sharpe -0.32 | YTD Return 6.5% | 3yr Return 0.2% | 1yr Return 10.9% | Total Assets $5M | 6M Money Flow $351K | |
Expense Ratio 0.76% Expense Ratio 1.06% | ||||||||
Expense Ratio 0.44% | TTM Yield 2.9% | 3yr Sharpe - | YTD Return 2.9% | 3yr Return - | 1yr Return 6.8% | Total Assets $193K | 6M Money Flow $25K | |
Expense Ratio 1.12% | TTM Yield 4.3% | 3yr Sharpe 0.03 | YTD Return 3.5% | 3yr Return 14.6% | 1yr Return 8.6% | Total Assets $104M | 6M Money Flow -$135K | |
Expense Ratio 1.03% | TTM Yield 3.1% | 3yr Sharpe 0.06 | YTD Return 2.3% | 3yr Return 18.5% | 1yr Return 6.1% | Total Assets $21M | 6M Money Flow -$589K | |
Expense Ratio 0.78% Expense Ratio 1.78% | ||||||||
Expense Ratio 1.69% | TTM Yield 1.9% | 3yr Sharpe -0.09 | YTD Return 4.9% | 3yr Return 12.9% | 1yr Return 7.8% | Total Assets $33M | 6M Money Flow -$853K | |
Expense Ratio 2.19% Expense Ratio 1.44% | ||||||||
Expense Ratio 0.97% | TTM Yield 4.5% | 3yr Sharpe -0.11 | YTD Return 7.6% | 3yr Return 11.6% | 1yr Return 9.6% | Total Assets $15M | 6M Money Flow -$934K | |
Expense Ratio 1.97% Expense Ratio 1.22% | ||||||||
Expense Ratio 0.75% | TTM Yield 12.2% | 3yr Sharpe 0.04 | YTD Return 8.7% | 3yr Return 17.9% | 1yr Return 10.2% | Total Assets $21M | 6M Money Flow -$1M | |
Expense Ratio 1.17% | TTM Yield 4.7% | 3yr Sharpe 0.41 | YTD Return 6.8% | 3yr Return 26.1% | 1yr Return 11.6% | Total Assets $185M | 6M Money Flow -$1M | |
Expense Ratio 0.92% Expense Ratio 0.82% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.78% | TTM Yield 2.7% | 3yr Sharpe -0.50 | YTD Return 4.4% | 3yr Return -4.5% | 1yr Return 6.2% | Total Assets $398M | 6M Money Flow -$1M | |
Expense Ratio 1.03% | ||||||||
Expense Ratio 0.71% | TTM Yield 3.2% | 3yr Sharpe 0.29 | YTD Return 4.5% | 3yr Return 25.0% | 1yr Return 7.8% | Total Assets $21M | 6M Money Flow -$2M | |
Expense Ratio 4.33% | TTM Yield 5.1% | 3yr Sharpe -0.07 | YTD Return 0.2% | 3yr Return 20.2% | 1yr Return 14.4% | Total Assets $114M | 6M Money Flow -$2M | |
Expense Ratio 0.37% | TTM Yield 4.1% | 3yr Sharpe -0.04 | YTD Return 4.9% | 3yr Return 14.9% | 1yr Return 6.6% | Total Assets $55M | 6M Money Flow -$2M | |
Expense Ratio 0.50% | TTM Yield 8.2% | 3yr Sharpe 0.06 | YTD Return 1.3% | 3yr Return 16.5% | 1yr Return 9.6% | Total Assets $33M | 6M Money Flow -$2M | |
Expense Ratio 0.47% | TTM Yield 3.8% | 3yr Sharpe 0.14 | YTD Return 1.7% | 3yr Return 20.8% | 1yr Return 6.7% | Total Assets $72M | 6M Money Flow -$5M | |
Expense Ratio 0.72% Expense Ratio 0.72% Expense Ratio 1.47% | ||||||||
Expense Ratio 0.50% | TTM Yield 2.8% | 3yr Sharpe -0.05 | YTD Return 4.1% | 3yr Return 15.1% | 1yr Return 8.8% | Total Assets $58M | 6M Money Flow -$5M | |
Expense Ratio 0.20% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.76% | TTM Yield 2.4% | 3yr Sharpe -0.15 | YTD Return 3.9% | 3yr Return 12.4% | 1yr Return 6.8% | Total Assets $120M | 6M Money Flow -$5M | |
Expense Ratio 0.91% | ||||||||
Expense Ratio 0.55% | TTM Yield 3.0% | 3yr Sharpe 0.04 | YTD Return 3.4% | 3yr Return 16.4% | 1yr Return 8.5% | Total Assets $78M | 6M Money Flow -$6M | |
Expense Ratio 0.65% | TTM Yield 3.9% | 3yr Sharpe 0.29 | YTD Return 4.9% | 3yr Return 27.8% | 1yr Return 8.5% | Total Assets $225M | 6M Money Flow -$6M | |
Expense Ratio 1.32% | TTM Yield 2.0% | 3yr Sharpe 0.00 | YTD Return 8.6% | 3yr Return 14.7% | 1yr Return 12.1% | Total Assets $79M | 6M Money Flow -$7M | |
Expense Ratio 1.07% Expense Ratio 2.07% | ||||||||
Expense Ratio 0.88% | TTM Yield 3.0% | 3yr Sharpe 0.04 | YTD Return 4.2% | 3yr Return 18.8% | 1yr Return 8.6% | Total Assets $184M | 6M Money Flow -$9M | |
Expense Ratio 0.95% Expense Ratio 0.73% Expense Ratio 1.74% Expense Ratio 1.13% | ||||||||
Expense Ratio 0.91% | TTM Yield 1.8% | 3yr Sharpe -0.29 | YTD Return 6.0% | 3yr Return 3.5% | 1yr Return 5.0% | Total Assets $108M | 6M Money Flow -$10M | |
Expense Ratio 1.16% Expense Ratio 0.81% Expense Ratio 1.41% Expense Ratio 1.91% | ||||||||
Expense Ratio 1.42% | TTM Yield 1.8% | 3yr Sharpe -0.09 | YTD Return 2.3% | 3yr Return 12.4% | 1yr Return 5.5% | Total Assets $143M | 6M Money Flow -$11M | |
Expense Ratio 1.17% | ||||||||
Expense Ratio 0.60% | TTM Yield 3.0% | 3yr Sharpe 0.29 | YTD Return 5.0% | 3yr Return 25.4% | 1yr Return 11.8% | Total Assets $2B | 6M Money Flow -$11M | |
Expense Ratio 0.42% Expense Ratio 1.34% Expense Ratio 0.32% Expense Ratio 0.69% Expense Ratio 0.32% Expense Ratio 0.90% Expense Ratio 0.60% Expense Ratio 1.17% Expense Ratio 0.44% Expense Ratio 1.32% Expense Ratio 1.11% Expense Ratio 0.40% | ||||||||
Expense Ratio 0.96% | TTM Yield 2.7% | 3yr Sharpe 0.41 | YTD Return 12.4% | 3yr Return 26.9% | 1yr Return 15.2% | Total Assets $2B | 6M Money Flow -$11M | |
Expense Ratio 1.17% Expense Ratio 0.89% Expense Ratio 1.94% | ||||||||
Expense Ratio 0.95% | TTM Yield 8.6% | 3yr Sharpe 0.29 | YTD Return 4.4% | 3yr Return 24.0% | 1yr Return 13.0% | Total Assets $231M | 6M Money Flow -$12M | |
Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.70% | ||||||||
Expense Ratio 1.13% | TTM Yield 2.4% | 3yr Sharpe 0.10 | YTD Return 5.0% | 3yr Return 19.6% | 1yr Return 9.4% | Total Assets $102M | 6M Money Flow -$13M | |
Expense Ratio 1.38% Expense Ratio 1.88% | ||||||||