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Statistics as of Jun 06, 2025
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Found total of 54 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 0.97% | TTM Yield 4.4% | 3yr Sharpe 0.60 | YTD Return 2.5% | 3yr Return 34.1% | 1yr Return 8.8% | Total Assets $322M | 6M Money Flow $61M | |
Expense Ratio 5.20% | TTM Yield 10.1% | 3yr Sharpe 0.19 | YTD Return 5.4% | 3yr Return 27.7% | 1yr Return 19.4% | Total Assets $3B | 6M Money Flow - | |
Expense Ratio 4.92% | TTM Yield 8.1% | 3yr Sharpe 0.22 | YTD Return 6.7% | 3yr Return 26.9% | 1yr Return 10.7% | Total Assets $1B | 6M Money Flow - | |
Expense Ratio 4.22% | TTM Yield 7.6% | 3yr Sharpe 0.18 | YTD Return 5.4% | 3yr Return 26.8% | 1yr Return 12.0% | Total Assets $635M | 6M Money Flow -$56K | |
Expense Ratio 5.21% | TTM Yield 10.5% | 3yr Sharpe 0.19 | YTD Return 9.6% | 3yr Return 26.2% | 1yr Return 16.8% | Total Assets $480M | 6M Money Flow - | |
Expense Ratio 0.50% | TTM Yield 5.8% | 3yr Sharpe 0.39 | YTD Return 2.6% | 3yr Return 25.6% | 1yr Return 7.5% | Total Assets $2B | 6M Money Flow $154M | |
Expense Ratio 4.97% | TTM Yield 8.8% | 3yr Sharpe 0.15 | YTD Return 8.3% | 3yr Return 24.1% | 1yr Return 15.3% | Total Assets $280M | 6M Money Flow -$88K | |
Expense Ratio 4.47% | TTM Yield 7.8% | 3yr Sharpe 0.08 | YTD Return 5.3% | 3yr Return 22.0% | 1yr Return 13.2% | Total Assets $1B | 6M Money Flow -$202K | |
Expense Ratio 0.00% | TTM Yield 5.6% | 3yr Sharpe 0.22 | YTD Return 3.2% | 3yr Return 20.6% | 1yr Return 9.4% | Total Assets $1B | 6M Money Flow -$91M | |
Expense Ratio 0.85% | TTM Yield 5.6% | 3yr Sharpe 0.16 | YTD Return 3.1% | 3yr Return 20.1% | 1yr Return 8.4% | Total Assets $2B | 6M Money Flow $41M | |
Expense Ratio 0.55% | TTM Yield 4.7% | 3yr Sharpe 0.24 | YTD Return 2.7% | 3yr Return 20.0% | 1yr Return 8.0% | Total Assets $1B | 6M Money Flow $129M | |
Expense Ratio 2.48% | TTM Yield 9.8% | 3yr Sharpe 0.08 | YTD Return -1.8% | 3yr Return 19.8% | 1yr Return 6.2% | Total Assets $2B | 6M Money Flow $161M | |
Expense Ratio 0.55% | TTM Yield 5.6% | 3yr Sharpe 0.19 | YTD Return 2.6% | 3yr Return 19.8% | 1yr Return 8.3% | Total Assets $1B | 6M Money Flow $116M | |
Expense Ratio 0.60% Expense Ratio 0.85% Expense Ratio 1.35% | ||||||||
Expense Ratio 0.60% | TTM Yield 5.1% | 3yr Sharpe 0.25 | YTD Return 2.8% | 3yr Return 18.5% | 1yr Return 7.6% | Total Assets $2B | 6M Money Flow -$170M | |
Expense Ratio 0.95% Expense Ratio 1.60% Expense Ratio 0.60% Expense Ratio 0.60% Expense Ratio 1.10% | ||||||||
Expense Ratio 0.60% | TTM Yield 5.1% | 3yr Sharpe 0.07 | YTD Return 1.2% | 3yr Return 17.2% | 1yr Return 4.3% | Total Assets $57M | 6M Money Flow $2M | |
Expense Ratio 0.80% | TTM Yield 5.4% | 3yr Sharpe 0.09 | YTD Return 2.5% | 3yr Return 17.0% | 1yr Return 7.4% | Total Assets $6B | 6M Money Flow -$749M | |
Expense Ratio 0.71% Expense Ratio 1.04% Expense Ratio 1.80% Expense Ratio 1.03% Expense Ratio 0.96% Expense Ratio 1.27% | ||||||||
Expense Ratio 0.60% | TTM Yield 5.0% | 3yr Sharpe 0.09 | YTD Return 2.8% | 3yr Return 17.0% | 1yr Return 7.9% | Total Assets $57M | 6M Money Flow $20M | |
Expense Ratio 0.78% | TTM Yield 5.8% | 3yr Sharpe 0.08 | YTD Return 3.3% | 3yr Return 16.9% | 1yr Return 8.3% | Total Assets $5B | 6M Money Flow $131M | |
Expense Ratio 0.70% Expense Ratio 1.03% Expense Ratio 1.78% | ||||||||
Expense Ratio 1.25% | TTM Yield 5.0% | 3yr Sharpe 0.04 | YTD Return 2.0% | 3yr Return 16.5% | 1yr Return 8.3% | Total Assets $220M | 6M Money Flow -$37M | |
Expense Ratio 1.50% Expense Ratio 2.25% | ||||||||
Expense Ratio 0.85% | TTM Yield 5.8% | 3yr Sharpe 0.03 | YTD Return 1.9% | 3yr Return 16.1% | 1yr Return 7.4% | Total Assets $6B | 6M Money Flow -$80M | |
Expense Ratio 1.13% | TTM Yield 5.3% | 3yr Sharpe 0.03 | YTD Return 2.4% | 3yr Return 15.9% | 1yr Return 7.9% | Total Assets $781M | 6M Money Flow -$130M | |
Expense Ratio 1.23% Expense Ratio 1.48% Expense Ratio 1.28% Expense Ratio 2.23% | ||||||||
Expense Ratio 4.28% | TTM Yield 7.6% | 3yr Sharpe -0.01 | YTD Return 3.5% | 3yr Return 15.8% | 1yr Return 9.0% | Total Assets $257M | 6M Money Flow - | |
Expense Ratio 0.86% | TTM Yield 5.5% | 3yr Sharpe 0.02 | YTD Return 2.2% | 3yr Return 15.6% | 1yr Return 7.7% | Total Assets $8B | 6M Money Flow -$309M | |
Expense Ratio 0.79% Expense Ratio 1.14% Expense Ratio 1.79% Expense Ratio 0.80% Expense Ratio 1.29% | ||||||||
Expense Ratio 1.06% | TTM Yield 5.6% | 3yr Sharpe 0.01 | YTD Return 1.8% | 3yr Return 15.2% | 1yr Return 7.1% | Total Assets $207M | 6M Money Flow -$30M | |
Expense Ratio 1.41% Expense Ratio 2.16% Expense Ratio 1.31% Expense Ratio 1.66% | ||||||||
Expense Ratio 0.54% | TTM Yield 6.1% | 3yr Sharpe 0.00 | YTD Return 1.4% | 3yr Return 14.9% | 1yr Return 6.1% | Total Assets $79M | 6M Money Flow $34M | |
Expense Ratio 0.25% | TTM Yield 7.7% | 3yr Sharpe -0.03 | YTD Return 0.0% | 3yr Return 14.7% | 1yr Return 4.0% | Total Assets $304M | 6M Money Flow $45M | |
Expense Ratio 2.52% | TTM Yield 5.0% | 3yr Sharpe -0.05 | YTD Return -4.7% | 3yr Return 13.6% | 1yr Return 3.4% | Total Assets $35M | 6M Money Flow -$17M | |
Expense Ratio 3.52% | ||||||||
Expense Ratio 5.17% | TTM Yield 9.2% | 3yr Sharpe -0.07 | YTD Return -0.5% | 3yr Return 13.3% | 1yr Return 3.8% | Total Assets $420M | 6M Money Flow -$17M | |
Expense Ratio 5.48% | TTM Yield 6.6% | 3yr Sharpe -0.04 | YTD Return 3.5% | 3yr Return 13.1% | 1yr Return 15.7% | Total Assets $130M | 6M Money Flow - | |
Expense Ratio 5.19% | TTM Yield 9.3% | 3yr Sharpe -0.11 | YTD Return -0.4% | 3yr Return 12.1% | 1yr Return -1.1% | Total Assets $336M | 6M Money Flow -$14M | |
Expense Ratio 0.32% | TTM Yield 6.1% | 3yr Sharpe -0.11 | YTD Return -1.0% | 3yr Return 11.7% | 1yr Return 2.1% | Total Assets $68M | 6M Money Flow -$19M | |
Expense Ratio 0.45% | TTM Yield 8.1% | 3yr Sharpe -0.07 | YTD Return -0.9% | 3yr Return 10.8% | 1yr Return 4.0% | Total Assets $92M | 6M Money Flow -$14M | |
Expense Ratio 0.90% | TTM Yield 5.2% | 3yr Sharpe -0.15 | YTD Return -1.3% | 3yr Return 10.4% | 1yr Return 2.9% | Total Assets $43M | 6M Money Flow $740K | |
Expense Ratio 5.14% | TTM Yield 9.2% | 3yr Sharpe -0.13 | YTD Return -1.3% | 3yr Return 10.1% | 1yr Return -0.6% | Total Assets $449M | 6M Money Flow - | |
Expense Ratio 5.10% | TTM Yield 6.5% | 3yr Sharpe -0.11 | YTD Return 1.8% | 3yr Return 10.0% | 1yr Return 14.5% | Total Assets $157M | 6M Money Flow - | |
Expense Ratio 5.41% | TTM Yield 6.6% | 3yr Sharpe -0.11 | YTD Return 3.2% | 3yr Return 9.7% | 1yr Return 15.7% | Total Assets $191M | 6M Money Flow -$6M | |
Expense Ratio 5.11% | TTM Yield 6.7% | 3yr Sharpe -0.11 | YTD Return 4.9% | 3yr Return 9.2% | 1yr Return 15.7% | Total Assets $452M | 6M Money Flow $105K | |
Expense Ratio 1.02% | TTM Yield 5.8% | 3yr Sharpe -0.12 | YTD Return -0.5% | 3yr Return 9.1% | 1yr Return 3.2% | Total Assets $12M | 6M Money Flow -$61K | |
Expense Ratio 4.89% | TTM Yield 6.9% | 3yr Sharpe -0.11 | YTD Return 5.2% | 3yr Return 8.8% | 1yr Return 15.9% | Total Assets $820M | 6M Money Flow - | |
Expense Ratio 0.93% | TTM Yield 4.5% | 3yr Sharpe -0.15 | YTD Return -3.1% | 3yr Return 8.7% | 1yr Return 4.5% | Total Assets $253M | 6M Money Flow -$8M | |
Expense Ratio 1.23% | ||||||||
Expense Ratio 0.40% | TTM Yield 8.0% | 3yr Sharpe -0.16 | YTD Return 0.8% | 3yr Return 8.7% | 1yr Return 4.1% | Total Assets $2B | 6M Money Flow -$226M | |
Expense Ratio 0.46% | TTM Yield 6.7% | 3yr Sharpe -0.23 | YTD Return -1.0% | 3yr Return 6.7% | 1yr Return 1.6% | Total Assets $14B | 6M Money Flow -$954M | |