Morningstar
Statistics as of May 01, 2025
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Found total of 9 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 0.59% | TTM Yield 3.3% | 3yr Sharpe -0.48 | YTD Return -0.8% | 3yr Return 7.0% | 1yr Return 2.1% | Total Assets $306M | 6M Money Flow -$15M | |
Expense Ratio 0.54% | TTM Yield 3.8% | 3yr Sharpe -0.41 | YTD Return 1.9% | 3yr Return 4.1% | 1yr Return 6.8% | Total Assets $874M | 6M Money Flow -$15M | |
Expense Ratio 0.51% | TTM Yield 4.1% | 3yr Sharpe -0.09 | YTD Return 2.6% | 3yr Return 13.0% | 1yr Return 7.1% | Total Assets $112M | 6M Money Flow -$19M | |
Expense Ratio 0.79% | TTM Yield 5.3% | 3yr Sharpe 0.02 | YTD Return 2.5% | 3yr Return 14.5% | 1yr Return 8.6% | Total Assets $175M | 6M Money Flow -$9M | |
Expense Ratio 1.00% | TTM Yield 2.7% | 3yr Sharpe 0.19 | YTD Return 8.1% | 3yr Return 23.5% | 1yr Return 9.0% | Total Assets $879M | 6M Money Flow $9M | |
Expense Ratio 0.74% | TTM Yield 5.7% | 3yr Sharpe 0.19 | YTD Return 4.3% | 3yr Return 19.4% | 1yr Return 9.4% | Total Assets $139M | 6M Money Flow -$59M | |
Expense Ratio 1.42% | TTM Yield 3.0% | 3yr Sharpe 0.22 | YTD Return 2.3% | 3yr Return 16.1% | 1yr Return 7.4% | Total Assets $209M | 6M Money Flow -$25M | |
Expense Ratio 0.82% | TTM Yield 2.3% | 3yr Sharpe 0.32 | YTD Return 2.4% | 3yr Return 29.1% | 1yr Return 10.6% | Total Assets $298M | 6M Money Flow -$27M | |
Expense Ratio 0.85% | TTM Yield 1.0% | 3yr Sharpe 0.40 | YTD Return -3.9% | 3yr Return 35.7% | 1yr Return 9.2% | Total Assets $2B | 6M Money Flow -$49M | |