Rational Funds

Statistics as of May 01, 2025

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Found total of 8 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
Moderately Conservative Allocation
Expense Ratio
0.71%
TTM Yield
10.9%
3yr Sharpe
-0.22
YTD Return
-18.5%
3yr Return
-0.7%
1yr Return
-15.5%
Total Assets
$8M
6M Money Flow
-$857K
Long-Short Equity
Expense Ratio
1.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.4%
3yr Return
-
1yr Return
-
Total Assets
$9M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
1.56%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-1.6%
3yr Return
11.1%
1yr Return
12.5%
Total Assets
$38M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
2.00%
TTM Yield
3.8%
3yr Sharpe
-1.62
YTD Return
1.1%
3yr Return
9.6%
1yr Return
2.9%
Total Assets
$55M
6M Money Flow
-$25M
Macro Trading
Expense Ratio
2.02%
TTM Yield
4.9%
3yr Sharpe
-0.80
YTD Return
-6.8%
3yr Return
-11.4%
1yr Return
-6.0%
Total Assets
$57M
6M Money Flow
-$19M
Large Growth
Expense Ratio
1.20%
TTM Yield
0.0%
3yr Sharpe
0.45
YTD Return
-4.3%
3yr Return
48.0%
1yr Return
15.8%
Total Assets
$71M
6M Money Flow
-$3M
Convertibles
Expense Ratio
0.99%
TTM Yield
1.9%
3yr Sharpe
-0.31
YTD Return
-1.9%
3yr Return
5.6%
1yr Return
6.0%
Total Assets
$203M
6M Money Flow
$58M
Multisector Bond
Expense Ratio
1.76%
TTM Yield
6.5%
3yr Sharpe
0.54
YTD Return
1.4%
3yr Return
17.7%
1yr Return
6.7%
Total Assets
$1B
6M Money Flow
$155M