Aspiriant

Statistics as of May 01, 2025

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Found total of 4 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▼6M Money Flow
Global Large-Stock Blend
Expense Ratio
0.98%
TTM Yield
1.5%
3yr Sharpe
0.46
YTD Return
1.4%
3yr Return
30.6%
1yr Return
10.5%
Total Assets
$1B
6M Money Flow
-$120M
Muni National Interm
Expense Ratio
0.47%
TTM Yield
2.8%
3yr Sharpe
-0.46
YTD Return
-1.9%
3yr Return
5.4%
1yr Return
0.1%
Total Assets
$1B
6M Money Flow
-$89M
Multistrategy
Expense Ratio
4.13%
TTM Yield
4.5%
3yr Sharpe
0.13
YTD Return
4.7%
3yr Return
15.8%
1yr Return
7.1%
Total Assets
$961M
6M Money Flow
-$147M
Intermediate Core-Plus Bond
Expense Ratio
1.08%
TTM Yield
5.9%
3yr Sharpe
-0.15
YTD Return
2.9%
3yr Return
10.7%
1yr Return
7.6%
Total Assets
$283M
6M Money Flow
-$39M