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.
| Name ▲ | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.34% | TTM Yield 0.8% | 3yr Sharpe 0.14 | YTD Return 0.9% | 3yr Return 23.7% | 1yr Return 4.4% | Total Assets $739M | 6M Money Flow -$279M | |
Expense Ratio 1.24% Expense Ratio 1.49% | ||||||||
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 | |
Expense Ratio 1.64% Expense Ratio 1.92% | ||||||||
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 | |
Expense Ratio 2.88% Expense Ratio 2.99% | ||||||||
Expense Ratio 1.38% | TTM Yield 13.3% | 3yr Sharpe -0.50 | YTD Return -0.1% | 3yr Return -3.3% | 1yr Return -2.9% | Total Assets $943M | 6M Money Flow -$173M | |
Expense Ratio 1.13% Expense Ratio 2.13% Expense Ratio 1.03% Expense Ratio 1.63% | ||||||||
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 | |
Expense Ratio 1.83% Expense Ratio 2.08% | ||||||||
Expense Ratio 1.26% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return 6.4% | 3yr Return 32.1% | 1yr Return 6.5% | Total Assets $83M | 6M Money Flow $4M | |
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 | |
Expense Ratio 1.34% | TTM Yield 0.0% | 3yr Sharpe 0.17 | YTD Return 3.5% | 3yr Return 31.0% | 1yr Return 7.2% | Total Assets $318M | 6M Money Flow -$8M | |
Expense Ratio 1.19% | TTM Yield 5.5% | 3yr Sharpe -0.27 | YTD Return -5.3% | 3yr Return 5.2% | 1yr Return -7.4% | Total Assets $239M | 6M Money Flow -$40M | |
Expense Ratio 1.04% Expense Ratio 2.19% Expense Ratio 1.53% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.85% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.6% | 3yr Return - | 1yr Return - | Total Assets $202M | 6M Money Flow - | |
Expense Ratio 0.95% | TTM Yield 1.7% | 3yr Sharpe 0.17 | YTD Return 5.3% | 3yr Return 18.8% | 1yr Return 5.8% | Total Assets $1B | 6M Money Flow $539M | |
Expense Ratio 1.05% Expense Ratio 1.30% | ||||||||
Expense Ratio 1.28% | TTM Yield 0.6% | 3yr Sharpe 0.07 | YTD Return 0.3% | 3yr Return 22.9% | 1yr Return 4.6% | Total Assets $1B | 6M Money Flow -$31M | |
Expense Ratio 1.18% Expense Ratio 1.43% | ||||||||
Expense Ratio 1.47% | TTM Yield 5.2% | 3yr Sharpe - | YTD Return 2.8% | 3yr Return - | 1yr Return 7.1% | Total Assets $41M | 6M Money Flow $11M | |
Expense Ratio 1.39% | TTM Yield 4.4% | 3yr Sharpe 0.07 | YTD Return 0.2% | 3yr Return 18.7% | 1yr Return 5.8% | Total Assets $66M | 6M Money Flow -$4M | |
Expense Ratio 2.39% Expense Ratio 1.64% | ||||||||
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 | |
Expense Ratio 1.97% | ||||||||
Expense Ratio 1.53% | TTM Yield 1.6% | 3yr Sharpe -0.58 | YTD Return -18.4% | 3yr Return -11.9% | 1yr Return -20.9% | Total Assets $12M | 6M Money Flow $2M | |
Expense Ratio 1.45% | TTM Yield 14.8% | 3yr Sharpe 0.52 | YTD Return 7.1% | 3yr Return 39.7% | 1yr Return 9.7% | Total Assets $2B | 6M Money Flow - | |
Expense Ratio 0.88% | TTM Yield 1.8% | 3yr Sharpe - | YTD Return 2.0% | 3yr Return - | 1yr Return 16.8% | Total Assets $38M | 6M Money Flow $10M | |
Expense Ratio 1.06% | TTM Yield 1.8% | 3yr Sharpe 0.21 | YTD Return 0.2% | 3yr Return 22.7% | 1yr Return 4.3% | Total Assets $407M | 6M Money Flow -$1M | |
Expense Ratio 0.98% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.08% | TTM Yield 0.9% | 3yr Sharpe - | YTD Return -4.3% | 3yr Return - | 1yr Return 2.1% | Total Assets $30M | 6M Money Flow -$304K | |
Expense Ratio 1.07% | TTM Yield 1.0% | 3yr Sharpe - | YTD Return -10.9% | 3yr Return - | 1yr Return -3.7% | Total Assets $26M | 6M Money Flow -$245K | |
Expense Ratio 1.61% | TTM Yield 8.3% | 3yr Sharpe 0.05 | YTD Return 5.7% | 3yr Return 27.4% | 1yr Return 5.6% | Total Assets $266M | 6M Money Flow - | |
Expense Ratio 1.42% | TTM Yield 2.1% | 3yr Sharpe -0.16 | YTD Return 3.9% | 3yr Return 8.0% | 1yr Return 8.4% | Total Assets $162M | 6M Money Flow -$19M | |
Expense Ratio 1.16% Expense Ratio 1.17% Expense Ratio 2.18% | ||||||||
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 | |
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 | |
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 | |
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 | |
Expense Ratio 1.28% | TTM Yield 0.3% | 3yr Sharpe -0.42 | YTD Return 1.7% | 3yr Return 7.1% | 1yr Return 0.8% | Total Assets $20M | 6M Money Flow -$5M | |
Expense Ratio 1.53% Expense Ratio 2.28% | ||||||||
Expense Ratio 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 4.8% | 3yr Return 20.1% | 1yr Return 12.0% | Total Assets $1B | 6M Money Flow -$92M | |
Expense Ratio 0.25% | TTM Yield 3.4% | 3yr Sharpe 0.17 | YTD Return 4.8% | 3yr Return 20.1% | 1yr Return 12.0% | Total Assets $1B | 6M Money Flow -$97M | |
Expense Ratio 0.50% Expense Ratio 1.25% Expense Ratio 0.20% Expense Ratio 0.16% | ||||||||
Expense Ratio 0.81% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.5% | 3yr Return 11.1% | 1yr Return 6.9% | Total Assets $2B | 6M Money Flow -$200M | |
Expense Ratio 0.81% | TTM Yield 2.5% | 3yr Sharpe -0.14 | YTD Return 2.5% | 3yr Return 11.1% | 1yr Return 6.9% | Total Assets $2B | 6M Money Flow -$205M | |
Expense Ratio 1.06% Expense Ratio 0.82% Expense Ratio 1.81% Expense Ratio 0.77% | ||||||||
Expense Ratio 1.46% | TTM Yield 1.0% | 3yr Sharpe 0.89 | YTD Return 2.7% | 3yr Return 67.0% | 1yr Return 10.7% | Total Assets $2B | 6M Money Flow $240M | |
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 | |
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 | |
Expense Ratio 0.30% | TTM Yield 0.2% | 3yr Sharpe -0.50 | YTD Return -1.9% | 3yr Return -6.0% | 1yr Return 6.0% | Total Assets $110M | 6M Money Flow -$211K | |
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 | |
Expense Ratio 2.28% Expense Ratio 3.00% | ||||||||
Expense Ratio 0.93% | TTM Yield 5.3% | 3yr Sharpe -0.35 | YTD Return 1.0% | 3yr Return 9.2% | 1yr Return 3.6% | Total Assets $876M | 6M Money Flow -$116M | |
Expense Ratio 0.87% Expense Ratio 1.18% Expense Ratio 1.93% | ||||||||
Expense Ratio 0.39% | TTM Yield 2.6% | 3yr Sharpe -0.09 | YTD Return 3.6% | 3yr Return 10.4% | 1yr Return 6.2% | Total Assets $51M | 6M Money Flow $5M | |
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 | |
Expense Ratio 2.01% Expense Ratio 3.01% | ||||||||
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 | |
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 | |
Expense Ratio 1.81% Expense Ratio 2.81% | ||||||||