Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Tactical Allocationor search across All Categories

Statistics as of May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 138 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Tactical Allocation
Expense Ratio
1.69%
TTM Yield
1.7%
3yr Sharpe
0.11
YTD Return
-24.2%
3yr Return
25.2%
1yr Return
-16.0%
Total Assets
$147M
6M Money Flow
-$11M
Tactical Allocation
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
Tactical Allocation
Expense Ratio
1.48%
TTM Yield
0.0%
3yr Sharpe
-0.33
YTD Return
-14.0%
3yr Return
-1.3%
1yr Return
-9.7%
Total Assets
$119M
6M Money Flow
-$53M
Tactical Allocation
Expense Ratio
1.14%
TTM Yield
4.9%
3yr Sharpe
-0.06
YTD Return
-12.9%
3yr Return
5.5%
1yr Return
-13.8%
Total Assets
$4M
6M Money Flow
-$1M
Tactical Allocation
Expense Ratio
1.45%
TTM Yield
0.1%
3yr Sharpe
-0.24
YTD Return
-11.3%
3yr Return
6.3%
1yr Return
-8.0%
Total Assets
$32M
6M Money Flow
-$5M
Tactical Allocation
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
Tactical Allocation
Expense Ratio
1.49%
TTM Yield
2.4%
3yr Sharpe
-0.85
YTD Return
-10.3%
3yr Return
-16.8%
1yr Return
-9.0%
Total Assets
$33M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.58%
TTM Yield
4.8%
3yr Sharpe
-0.11
YTD Return
-9.4%
3yr Return
11.7%
1yr Return
-6.3%
Total Assets
$188M
6M Money Flow
-$27M
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
1.58%
TTM Yield
0.6%
3yr Sharpe
-0.17
YTD Return
-8.8%
3yr Return
11.0%
1yr Return
-2.9%
Total Assets
$33M
6M Money Flow
-$21M
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
0.39%
TTM Yield
1.0%
3yr Sharpe
0.23
YTD Return
-6.9%
3yr Return
29.0%
1yr Return
-0.3%
Total Assets
$123M
6M Money Flow
-$5M
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
1.80%
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
1.19%
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
Tactical Allocation
Expense Ratio
1.43%
TTM Yield
2.8%
3yr Sharpe
0.00
YTD Return
-5.3%
3yr Return
14.5%
1yr Return
-1.2%
Total Assets
$32M
6M Money Flow
-$9M
Tactical Allocation
Expense Ratio
1.23%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
-5.0%
3yr Return
-
1yr Return
-3.3%
Total Assets
$10M
6M Money Flow
$6M
Tactical Allocation
Expense Ratio
0.77%
TTM Yield
2.4%
3yr Sharpe
0.17
YTD Return
-4.8%
3yr Return
18.3%
1yr Return
0.1%
Total Assets
$59M
6M Money Flow
$5M
Tactical Allocation
Expense Ratio
1.46%
TTM Yield
9.0%
3yr Sharpe
-0.30
YTD Return
-4.6%
3yr Return
2.7%
1yr Return
-9.5%
Total Assets
$148M
6M Money Flow
-$32M
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
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
Tactical Allocation
Expense Ratio
0.90%
TTM Yield
1.3%
3yr Sharpe
0.38
YTD Return
-3.8%
3yr Return
29.8%
1yr Return
3.9%
Total Assets
$657M
6M Money Flow
$17M
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
0.83%
TTM Yield
0.7%
3yr Sharpe
-0.25
YTD Return
-3.3%
3yr Return
-0.6%
1yr Return
2.3%
Total Assets
$132M
6M Money Flow
-$10M
Tactical Allocation
Expense Ratio
0.60%
TTM Yield
1.5%
3yr Sharpe
-0.17
YTD Return
-3.0%
3yr Return
-0.7%
1yr Return
3.6%
Total Assets
$25M
6M Money Flow
$6M
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
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
2.11%
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
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
1.23%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
6.6%
Total Assets
$52M
6M Money Flow
-$5M
Tactical Allocation
Expense Ratio
1.27%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
-2.1%
3yr Return
20.7%
1yr Return
9.0%
Total Assets
$16M
6M Money Flow
-$2M
Tactical Allocation
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
Tactical Allocation
Expense Ratio
1.52%
TTM Yield
0.8%
3yr Sharpe
-0.58
YTD Return
-1.8%
3yr Return
-6.8%
1yr Return
-5.3%
Total Assets
$29M
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
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
Tactical Allocation
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.5%
3yr Return
-
1yr Return
-
Total Assets
$29M
6M Money Flow
-
Tactical Allocation
Expense Ratio
0.80%
TTM Yield
2.8%
3yr Sharpe
-0.33
YTD Return
-1.4%
3yr Return
7.8%
1yr Return
1.5%
Total Assets
$153M
6M Money Flow
-$40M
Tactical Allocation
Expense Ratio
0.82%
TTM Yield
9.1%
3yr Sharpe
-
YTD Return
-1.3%
3yr Return
-
1yr Return
4.3%
Total Assets
$32M
6M Money Flow
$2M
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
1.52%
TTM Yield
0.0%
3yr Sharpe
0.00
YTD Return
-1.0%
3yr Return
15.8%
1yr Return
6.3%
Total Assets
$8M
6M Money Flow
-$1M
Tactical Allocation
Expense Ratio
1.16%
TTM Yield
11.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
-1.6%
Total Assets
$44M
6M Money Flow
-$18M