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Tactical Allocationor search across All Categories

Statistics as of May 27, 2025

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Found total of 138 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.
NameExpense Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Tactical Allocation
Expense Ratio
5.21%
TTM Yield
3.0%
3yr Sharpe
-0.37
YTD Return
4.4%
3yr Return
0.4%
1yr Return
6.0%
Total Assets
$1B
6M Money Flow
-$97M
Tactical Allocation
Expense Ratio
4.29%
TTM Yield
8.6%
3yr Sharpe
0.67
YTD Return
4.8%
3yr Return
55.0%
1yr Return
13.7%
Total Assets
$281M
6M Money Flow
$28M
Tactical Allocation
Expense Ratio
3.52%
TTM Yield
0.0%
3yr Sharpe
-0.82
YTD Return
-2.4%
3yr Return
-9.3%
1yr Return
-9.4%
Total Assets
$9M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
3.38%
TTM Yield
0.0%
3yr Sharpe
0.01
YTD Return
-3.5%
3yr Return
19.2%
1yr Return
8.9%
Total Assets
$4M
6M Money Flow
-$386K
Tactical Allocation
Expense Ratio
3.36%
TTM Yield
7.6%
3yr Sharpe
-0.44
YTD Return
6.5%
3yr Return
-3.6%
1yr Return
14.3%
Total Assets
$251M
6M Money Flow
-$30M
Tactical Allocation
Expense Ratio
3.31%
TTM Yield
5.5%
3yr Sharpe
0.16
YTD Return
3.9%
3yr Return
19.0%
1yr Return
16.5%
Total Assets
$206M
6M Money Flow
-
Tactical Allocation
Expense Ratio
3.25%
TTM Yield
12.6%
3yr Sharpe
0.02
YTD Return
3.7%
3yr Return
18.6%
1yr Return
8.1%
Total Assets
$547M
6M Money Flow
-$2M
Tactical Allocation
Expense Ratio
3.09%
TTM Yield
8.0%
3yr Sharpe
-0.38
YTD Return
6.3%
3yr Return
-11.0%
1yr Return
12.0%
Total Assets
$77M
6M Money Flow
-$7M
Tactical Allocation
Expense Ratio
3.02%
TTM Yield
9.2%
3yr Sharpe
0.39
YTD Return
-1.2%
3yr Return
28.1%
1yr Return
8.4%
Total Assets
$85M
6M Money Flow
$14M
Tactical Allocation
Expense Ratio
2.97%
TTM Yield
2.6%
3yr Sharpe
0.11
YTD Return
-0.4%
3yr Return
22.0%
1yr Return
3.2%
Total Assets
$117M
6M Money Flow
-$5M
Tactical Allocation
Expense Ratio
2.83%
TTM Yield
0.6%
3yr Sharpe
-0.16
YTD Return
0.5%
3yr Return
13.1%
1yr Return
6.3%
Total Assets
$25M
6M Money Flow
-$889K
Tactical Allocation
Expense Ratio
2.75%
TTM Yield
14.0%
3yr Sharpe
-0.01
YTD Return
6.8%
3yr Return
19.2%
1yr Return
14.4%
Total Assets
$212M
6M Money Flow
-$8K
Tactical Allocation
Expense Ratio
2.66%
TTM Yield
0.0%
3yr Sharpe
-0.10
YTD Return
0.4%
3yr Return
14.7%
1yr Return
4.6%
Total Assets
$53M
6M Money Flow
$2M
Tactical Allocation
Expense Ratio
2.62%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
-1.6%
3yr Return
24.9%
1yr Return
7.0%
Total Assets
$35M
6M Money Flow
$2M
Tactical Allocation
Expense Ratio
2.33%
TTM Yield
0.7%
3yr Sharpe
-0.38
YTD Return
-0.2%
3yr Return
4.9%
1yr Return
2.6%
Total Assets
$20M
6M Money Flow
$697K
Tactical Allocation
Expense Ratio
2.32%
TTM Yield
7.9%
3yr Sharpe
0.75
YTD Return
-9.0%
3yr Return
81.3%
1yr Return
19.7%
Total Assets
$1B
6M Money Flow
-
Tactical Allocation
Expense Ratio
2.26%
TTM Yield
0.1%
3yr Sharpe
-0.42
YTD Return
1.2%
3yr Return
0.7%
1yr Return
-0.6%
Total Assets
$26M
6M Money Flow
-$4M
Tactical Allocation
Expense Ratio
2.12%
TTM Yield
12.9%
3yr Sharpe
0.02
YTD Return
9.7%
3yr Return
25.5%
1yr Return
11.7%
Total Assets
$264M
6M Money Flow
$30M
Tactical Allocation
Expense Ratio
2.11%
TTM Yield
0.0%
3yr Sharpe
0.15
YTD Return
-2.6%
3yr Return
27.7%
1yr Return
6.1%
Total Assets
$34M
6M Money Flow
$103K
Tactical Allocation
Expense Ratio
2.06%
TTM Yield
0.0%
3yr Sharpe
-0.15
YTD Return
4.4%
3yr Return
7.0%
1yr Return
10.5%
Total Assets
$40M
6M Money Flow
-$2M
Tactical Allocation
Expense Ratio
2.01%
TTM Yield
3.3%
3yr Sharpe
-0.66
YTD Return
-2.7%
3yr Return
2.3%
1yr Return
-1.3%
Total Assets
$458M
6M Money Flow
-$127M
Tactical Allocation
Expense Ratio
2.01%
TTM Yield
1.7%
3yr Sharpe
0.49
YTD Return
3.4%
3yr Return
27.3%
1yr Return
5.5%
Total Assets
$79M
6M Money Flow
$3M
Tactical Allocation
Expense Ratio
2.01%
TTM Yield
1.9%
3yr Sharpe
-0.21
YTD Return
2.9%
3yr Return
3.7%
1yr Return
8.4%
Total Assets
$65M
6M Money Flow
-$5M
Expense Ratio
2.01%
TTM Yield
0.0%
3yr Sharpe
0.43
YTD Return
-0.1%
3yr Return
47.1%
1yr Return
2.8%
Total Assets
$57M
6M Money Flow
$8M
Tactical Allocation
Expense Ratio
2.00%
TTM Yield
0.0%
3yr Sharpe
0.28
YTD Return
5.7%
3yr Return
37.2%
1yr Return
8.5%
Total Assets
$72M
6M Money Flow
$50M
Tactical Allocation
Expense Ratio
2.00%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
-4.6%
3yr Return
29.4%
1yr Return
3.2%
Total Assets
$56M
6M Money Flow
$2M
Tactical Allocation
Expense Ratio
2.00%
TTM Yield
7.1%
3yr Sharpe
-0.18
YTD Return
2.0%
3yr Return
6.0%
1yr Return
4.4%
Total Assets
$12M
6M Money Flow
-$1M
Tactical Allocation
Expense Ratio
1.99%
TTM Yield
1.3%
3yr Sharpe
-0.40
YTD Return
1.5%
3yr Return
8.9%
1yr Return
5.4%
Total Assets
$10M
6M Money Flow
$800K
Tactical Allocation
Expense Ratio
1.97%
TTM Yield
0.0%
3yr Sharpe
-0.50
YTD Return
0.5%
3yr Return
1.4%
1yr Return
2.0%
Total Assets
$8M
6M Money Flow
-$489K
Tactical Allocation
Expense Ratio
1.96%
TTM Yield
2.9%
3yr Sharpe
0.13
YTD Return
-0.3%
3yr Return
11.8%
1yr Return
2.5%
Total Assets
$21M
6M Money Flow
-$4M
Expense Ratio
1.89%
TTM Yield
1.4%
3yr Sharpe
-0.42
YTD Return
1.9%
3yr Return
8.1%
1yr Return
-4.1%
Total Assets
$14M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.87%
TTM Yield
6.2%
3yr Sharpe
-0.14
YTD Return
4.0%
3yr Return
9.8%
1yr Return
6.4%
Total Assets
$11B
6M Money Flow
-$1B
Tactical Allocation
Expense Ratio
1.86%
TTM Yield
6.8%
3yr Sharpe
0.46
YTD Return
6.7%
3yr Return
49.5%
1yr Return
27.6%
Total Assets
$174M
6M Money Flow
-
Tactical Allocation
Expense Ratio
1.83%
TTM Yield
0.1%
3yr Sharpe
-0.18
YTD Return
4.5%
3yr Return
4.7%
1yr Return
10.4%
Total Assets
$2M
6M Money Flow
-$11K
Tactical Allocation
Expense Ratio
1.80%
TTM Yield
1.4%
3yr Sharpe
0.14
YTD Return
-5.6%
3yr Return
22.1%
1yr Return
-1.7%
Total Assets
$133M
6M Money Flow
$15M
Tactical Allocation
Expense Ratio
1.80%
TTM Yield
1.2%
3yr Sharpe
-0.35
YTD Return
-3.0%
3yr Return
8.6%
1yr Return
-2.4%
Total Assets
$51M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.75%
TTM Yield
5.7%
3yr Sharpe
-0.23
YTD Return
2.7%
3yr Return
12.0%
1yr Return
6.8%
Total Assets
$146M
6M Money Flow
-$6M
Tactical Allocation
Expense Ratio
1.74%
TTM Yield
0.0%
3yr Sharpe
-0.55
YTD Return
-7.3%
3yr Return
-16.4%
1yr Return
-10.3%
Total Assets
$19M
6M Money Flow
$427K
Tactical Allocation
Expense Ratio
1.74%
TTM Yield
11.1%
3yr Sharpe
-0.38
YTD Return
-7.1%
3yr Return
-1.1%
1yr Return
-3.3%
Total Assets
$13M
6M Money Flow
-$22M
Tactical Allocation
Expense Ratio
1.72%
TTM Yield
0.9%
3yr Sharpe
-0.27
YTD Return
8.0%
3yr Return
1.1%
1yr Return
17.0%
Total Assets
$48M
6M Money Flow
-$9M
Tactical Allocation
Expense Ratio
1.71%
TTM Yield
9.2%
3yr Sharpe
-0.30
YTD Return
-6.2%
3yr Return
1.2%
1yr Return
-8.0%
Total Assets
$151M
6M Money Flow
-$32M
Tactical Allocation
Expense Ratio
1.69%
TTM Yield
1.3%
3yr Sharpe
-0.02
YTD Return
-1.6%
3yr Return
13.7%
1yr Return
5.2%
Total Assets
$164M
6M Money Flow
$14M