Moderately Conservative Allocationor search across All Categories
Statistics as of Apr 04, 2025
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Found total of 111 distinct funds
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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 0.71% | TTM Yield 12.6% | 3yr Sharpe -0.30 | YTD Return -29.6% | 3yr Return -24.4% | 1yr Return -30.6% | Total Assets $7M | 6M Money Flow -$898K | |
Expense Ratio 0.46% Expense Ratio 1.46% | ||||||||
Expense Ratio 3.95% | TTM Yield 6.0% | 3yr Sharpe -0.07 | YTD Return -16.4% | 3yr Return -4.7% | 1yr Return -17.4% | Total Assets $219M | 6M Money Flow -$9M | |
Expense Ratio 2.68% | TTM Yield 8.3% | 3yr Sharpe 0.02 | YTD Return -9.5% | 3yr Return 5.8% | 1yr Return -2.2% | Total Assets $17M | 6M Money Flow $398K | |
Expense Ratio 2.93% Expense Ratio 3.68% | ||||||||
Expense Ratio 1.78% | TTM Yield 2.9% | 3yr Sharpe -0.28 | YTD Return -5.3% | 3yr Return 1.7% | 1yr Return -1.7% | Total Assets $314M | 6M Money Flow -$17M | |
Expense Ratio 2.18% Expense Ratio 2.78% Expense Ratio 2.03% | ||||||||
Expense Ratio 0.80% | TTM Yield 4.1% | 3yr Sharpe -0.21 | YTD Return -6.6% | 3yr Return 0.7% | 1yr Return -1.3% | Total Assets $3B | 6M Money Flow $66M | |
Expense Ratio 0.84% Expense Ratio 0.74% Expense Ratio 1.09% Expense Ratio 1.84% Expense Ratio 1.08% | ||||||||
Expense Ratio 1.30% | TTM Yield 2.2% | 3yr Sharpe - | YTD Return -13.2% | 3yr Return - | 1yr Return 0.1% | Total Assets $105M | 6M Money Flow $16M | |
Expense Ratio 1.55% Expense Ratio 2.30% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.2% | 3yr Sharpe -0.13 | YTD Return -3.6% | 3yr Return 6.6% | 1yr Return 0.2% | Total Assets $228M | 6M Money Flow $2M | |
Expense Ratio 0.85% | ||||||||
Expense Ratio 1.08% | TTM Yield 2.2% | 3yr Sharpe -0.22 | YTD Return -4.2% | 3yr Return 3.4% | 1yr Return 0.2% | Total Assets $30M | 6M Money Flow $1M | |
Expense Ratio 1.47% | ||||||||
Expense Ratio 0.99% | TTM Yield 2.2% | 3yr Sharpe -0.15 | YTD Return -5.1% | 3yr Return 5.2% | 1yr Return 0.3% | Total Assets $1B | 6M Money Flow -$38M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.86% | TTM Yield 4.4% | 3yr Sharpe -0.20 | YTD Return -4.1% | 3yr Return 3.7% | 1yr Return 0.4% | Total Assets $350M | 6M Money Flow -$20M | |
Expense Ratio 1.04% Expense Ratio 1.79% Expense Ratio 0.61% Expense Ratio 1.09% | ||||||||
Expense Ratio 3.02% | TTM Yield 2.5% | 3yr Sharpe -0.23 | YTD Return -3.1% | 3yr Return 3.3% | 1yr Return 0.8% | Total Assets $97M | 6M Money Flow -$3M | |
Expense Ratio 0.47% | TTM Yield 2.7% | 3yr Sharpe -0.29 | YTD Return -3.1% | 3yr Return 1.3% | 1yr Return 0.8% | Total Assets $250M | 6M Money Flow -$18M | |
Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.22% Expense Ratio 0.37% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.94% | TTM Yield 2.7% | 3yr Sharpe -0.18 | YTD Return -3.9% | 3yr Return 3.8% | 1yr Return 1.0% | Total Assets $47M | 6M Money Flow $1M | |
Expense Ratio 1.19% Expense Ratio 1.29% Expense Ratio 1.69% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.37% | TTM Yield 3.1% | 3yr Sharpe -0.14 | YTD Return -2.7% | 3yr Return 5.1% | 1yr Return 1.0% | Total Assets $843M | 6M Money Flow $130M | |
Expense Ratio 0.02% Expense Ratio 0.62% | ||||||||
Expense Ratio 1.03% | TTM Yield 2.5% | 3yr Sharpe -0.02 | YTD Return -4.3% | 3yr Return 8.6% | 1yr Return 1.1% | Total Assets $173M | 6M Money Flow $2M | |
Expense Ratio 0.95% Expense Ratio 1.34% | ||||||||
Expense Ratio 0.95% | TTM Yield 6.2% | 3yr Sharpe -0.38 | YTD Return -2.6% | 3yr Return -0.6% | 1yr Return 1.1% | Total Assets $872M | 6M Money Flow -$95M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 1.22% Expense Ratio 0.62% | ||||||||
Expense Ratio 1.18% | TTM Yield 1.8% | 3yr Sharpe -0.27 | YTD Return -1.6% | 3yr Return 1.9% | 1yr Return 1.1% | Total Assets $169M | 6M Money Flow -$6M | |
Expense Ratio 0.78% | TTM Yield 3.2% | 3yr Sharpe -0.23 | YTD Return -3.3% | 3yr Return 2.5% | 1yr Return 1.4% | Total Assets $57M | 6M Money Flow -$3M | |
Expense Ratio 1.03% Expense Ratio 1.78% | ||||||||
Expense Ratio 1.12% | TTM Yield 3.8% | 3yr Sharpe -0.22 | YTD Return -4.1% | 3yr Return 2.5% | 1yr Return 1.6% | Total Assets $179M | 6M Money Flow -$18M | |
Expense Ratio 1.87% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.09% | TTM Yield 2.3% | 3yr Sharpe 0.14 | YTD Return -6.1% | 3yr Return 12.7% | 1yr Return 1.7% | Total Assets $10B | 6M Money Flow $108M | |
Expense Ratio 0.89% | TTM Yield 3.5% | 3yr Sharpe -0.11 | YTD Return -4.8% | 3yr Return 5.1% | 1yr Return 1.7% | Total Assets $624M | 6M Money Flow -$40M | |
Expense Ratio 0.64% Expense Ratio 0.90% Expense Ratio 1.73% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.81% | TTM Yield 3.0% | 3yr Sharpe -0.18 | YTD Return -3.0% | 3yr Return 4.2% | 1yr Return 1.7% | Total Assets $1B | 6M Money Flow -$56M | |
Expense Ratio 1.31% | ||||||||
Expense Ratio 0.57% | TTM Yield 3.5% | 3yr Sharpe -0.16 | YTD Return -3.1% | 3yr Return 4.9% | 1yr Return 1.8% | Total Assets $99M | 6M Money Flow -$4M | |
Expense Ratio 0.25% Expense Ratio 0.80% Expense Ratio 1.99% | ||||||||
Expense Ratio 0.51% | TTM Yield 2.8% | 3yr Sharpe -0.16 | YTD Return -3.0% | 3yr Return 4.8% | 1yr Return 1.8% | Total Assets $2B | 6M Money Flow -$59M | |
Expense Ratio 0.48% Expense Ratio 0.78% Expense Ratio 0.53% Expense Ratio 1.53% Expense Ratio 1.03% | ||||||||
Expense Ratio 1.72% | TTM Yield 2.5% | 3yr Sharpe -0.09 | YTD Return -3.7% | 3yr Return 7.8% | 1yr Return 1.8% | Total Assets $3M | 6M Money Flow -$52K | |
Expense Ratio 2.72% Expense Ratio 1.97% | ||||||||
Expense Ratio 0.61% | TTM Yield 2.7% | 3yr Sharpe -0.15 | YTD Return -3.0% | 3yr Return 5.0% | 1yr Return 1.9% | Total Assets $834M | 6M Money Flow -$51M | |
Expense Ratio 1.36% Expense Ratio 0.86% Expense Ratio 0.36% Expense Ratio 0.31% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe -0.17 | YTD Return -3.4% | 3yr Return 4.3% | 1yr Return 1.9% | Total Assets $1B | 6M Money Flow -$21M | |
Expense Ratio 0.80% | ||||||||
Expense Ratio 0.76% | TTM Yield 3.2% | 3yr Sharpe -0.08 | YTD Return -2.9% | 3yr Return 7.1% | 1yr Return 1.9% | Total Assets $302M | 6M Money Flow -$10M | |
Expense Ratio 0.49% Expense Ratio 0.74% Expense Ratio 0.59% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.83% | TTM Yield 2.6% | 3yr Sharpe -0.13 | YTD Return -3.3% | 3yr Return 5.0% | 1yr Return 1.9% | Total Assets $267M | 6M Money Flow -$7M | |
Expense Ratio 1.08% Expense Ratio 0.48% Expense Ratio 0.63% Expense Ratio 1.33% Expense Ratio 1.83% Expense Ratio 0.63% | ||||||||
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe -0.09 | YTD Return -5.2% | 3yr Return 3.0% | 1yr Return 1.9% | Total Assets $657M | 6M Money Flow -$102M | |
Expense Ratio 0.22% | TTM Yield 3.7% | 3yr Sharpe -0.14 | YTD Return -2.8% | 3yr Return 5.0% | 1yr Return 2.0% | Total Assets $2B | 6M Money Flow -$140M | |
Expense Ratio 0.58% Expense Ratio 0.17% Expense Ratio 0.18% Expense Ratio 1.29% Expense Ratio 0.28% Expense Ratio 0.23% Expense Ratio 0.68% Expense Ratio 0.42% | ||||||||
Expense Ratio 0.79% | TTM Yield 4.0% | 3yr Sharpe -0.16 | YTD Return -7.2% | 3yr Return 4.1% | 1yr Return 2.1% | Total Assets $50M | 6M Money Flow -$4M | |
Expense Ratio 1.05% | TTM Yield 5.7% | 3yr Sharpe -0.07 | YTD Return -2.0% | 3yr Return 7.4% | 1yr Return 2.1% | Total Assets $536M | 6M Money Flow -$45M | |
Expense Ratio 0.66% Expense Ratio 0.75% Expense Ratio 1.79% Expense Ratio 0.76% Expense Ratio 1.37% Expense Ratio 1.07% Expense Ratio 0.66% Expense Ratio 0.77% | ||||||||
Expense Ratio 0.64% | TTM Yield 3.2% | 3yr Sharpe -0.18 | YTD Return -3.6% | 3yr Return 3.4% | 1yr Return 2.2% | Total Assets $677M | 6M Money Flow $57M | |
Expense Ratio 0.28% Expense Ratio 0.30% Expense Ratio 1.39% Expense Ratio 0.80% | ||||||||
Expense Ratio 0.48% | TTM Yield 2.6% | 3yr Sharpe -0.51 | YTD Return 2.5% | 3yr Return -12.0% | 1yr Return 2.2% | Total Assets $521M | 6M Money Flow -$76M | |
Expense Ratio 0.84% | TTM Yield 4.1% | 3yr Sharpe -0.14 | YTD Return -4.1% | 3yr Return 3.5% | 1yr Return 2.2% | Total Assets $497M | 6M Money Flow -$9M | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
Expense Ratio 0.99% | TTM Yield 3.0% | 3yr Sharpe -0.14 | YTD Return -3.1% | 3yr Return 5.4% | 1yr Return 2.2% | Total Assets $395M | 6M Money Flow -$14M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.83% | TTM Yield 3.2% | 3yr Sharpe -0.17 | YTD Return -1.9% | 3yr Return 5.2% | 1yr Return 2.3% | Total Assets $4B | 6M Money Flow -$154M | |
Expense Ratio 0.58% Expense Ratio 0.58% Expense Ratio 1.58% Expense Ratio 0.52% Expense Ratio 0.83% | ||||||||
Expense Ratio 1.10% | TTM Yield 2.9% | 3yr Sharpe -0.17 | YTD Return -2.4% | 3yr Return 3.3% | 1yr Return 2.3% | Total Assets $35M | 6M Money Flow -$5M | |
Expense Ratio 1.35% | ||||||||
Expense Ratio 0.38% | TTM Yield 3.7% | 3yr Sharpe -0.10 | YTD Return -3.1% | 3yr Return 5.6% | 1yr Return 2.3% | Total Assets $1B | 6M Money Flow -$41M | |
Expense Ratio 0.13% | ||||||||
Expense Ratio 1.23% | TTM Yield 1.3% | 3yr Sharpe 0.02 | YTD Return -4.7% | 3yr Return 9.5% | 1yr Return 2.4% | Total Assets $385M | 6M Money Flow -$26M | |
Expense Ratio 0.98% | ||||||||
Expense Ratio 1.02% | TTM Yield 3.6% | 3yr Sharpe -0.20 | YTD Return -2.3% | 3yr Return 3.8% | 1yr Return 2.4% | Total Assets $118M | 6M Money Flow -$12M | |
Expense Ratio 1.77% Expense Ratio 0.85% Expense Ratio 1.27% Expense Ratio 0.77% | ||||||||