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

Statistics as of May 27, 2025

Search , , ,

in

Top Funds Filter

Find the TOP 5 funds by 3yr sharpe ratio (risk adjusted return) per asset category and ensure the fund beats its index since inception. Include these broad asset classes in the results:

Found total of 11131 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 Ratio ▲TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.43
YTD Return
0.1%
3yr Return
45.6%
1yr Return
12.0%
Total Assets
$76B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.44
YTD Return
0.3%
3yr Return
45.6%
1yr Return
12.1%
Total Assets
$51B
6M Money Flow
$617M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$29B
6M Money Flow
$6B
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.36
YTD Return
1.9%
3yr Return
3.5%
1yr Return
5.3%
Total Assets
$27B
6M Money Flow
$309M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.44
YTD Return
0.2%
3yr Return
46.0%
1yr Return
12.0%
Total Assets
$25B
6M Money Flow
$1B
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
-0.34
YTD Return
1.8%
3yr Return
3.5%
1yr Return
5.3%
Total Assets
$24B
6M Money Flow
-$491M
Long Government
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.59
YTD Return
-0.4%
3yr Return
-16.6%
1yr Return
0.2%
Total Assets
$20B
6M Money Flow
$2B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.72
YTD Return
5.3%
3yr Return
61.9%
1yr Return
16.1%
Total Assets
$20B
6M Money Flow
-$248M
Global Bond-USD Hedged
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
-0.47
YTD Return
0.4%
3yr Return
4.3%
1yr Return
5.0%
Total Assets
$14B
6M Money Flow
$2B
Large Value
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.10
YTD Return
2.1%
3yr Return
16.5%
1yr Return
7.4%
Total Assets
$12B
6M Money Flow
$423M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.51
YTD Return
0.7%
3yr Return
49.8%
1yr Return
12.8%
Total Assets
$12B
6M Money Flow
$1B
Large Value
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.40
YTD Return
2.5%
3yr Return
35.6%
1yr Return
13.1%
Total Assets
$12B
6M Money Flow
-$289M
Inflation-Protected Bond
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
-0.64
YTD Return
2.6%
3yr Return
-5.3%
1yr Return
4.2%
Total Assets
$11B
6M Money Flow
$51M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.82
YTD Return
5.2%
3yr Return
76.7%
1yr Return
16.9%
Total Assets
$11B
6M Money Flow
-$338M
Large Value
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.21
YTD Return
2.0%
3yr Return
24.9%
1yr Return
9.3%
Total Assets
$8B
6M Money Flow
$495M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
-0.04
YTD Return
9.7%
3yr Return
18.8%
1yr Return
9.7%
Total Assets
$7B
6M Money Flow
$192M
Short-Term Inflation-Protected Bond
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
-0.33
YTD Return
3.3%
3yr Return
9.9%
1yr Return
6.8%
Total Assets
$7B
6M Money Flow
-$2B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.56
YTD Return
-2.8%
3yr Return
54.8%
1yr Return
7.2%
Total Assets
$7B
6M Money Flow
$255M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
7.4%
3yr Sharpe
0.25
YTD Return
3.0%
3yr Return
22.6%
1yr Return
9.0%
Total Assets
$7B
6M Money Flow
-$563M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
0.36
YTD Return
14.3%
3yr Return
34.5%
1yr Return
9.0%
Total Assets
$7B
6M Money Flow
-$477M
Intermediate Government
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
2.6%
3yr Return
6.3%
1yr Return
6.1%
Total Assets
$6B
6M Money Flow
-$436M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.52
YTD Return
-1.2%
3yr Return
68.9%
1yr Return
12.5%
Total Assets
$6B
6M Money Flow
-$390M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.7%
3yr Return
48.3%
1yr Return
12.5%
Total Assets
$6B
6M Money Flow
$547M
Miscellaneous Region
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.26
YTD Return
13.1%
3yr Return
32.7%
1yr Return
19.7%
Total Assets
$6B
6M Money Flow
-$500M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.28
YTD Return
14.5%
3yr Return
32.7%
1yr Return
12.7%
Total Assets
$5B
6M Money Flow
$431M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.31
YTD Return
7.2%
3yr Return
4.0%
1yr Return
5.6%
Total Assets
$5B
6M Money Flow
-$167M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
5.0%
3yr Sharpe
-0.20
YTD Return
1.9%
3yr Return
7.8%
1yr Return
5.9%
Total Assets
$4B
6M Money Flow
-$169M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.35
YTD Return
-2.3%
3yr Return
41.3%
1yr Return
5.5%
Total Assets
$4B
6M Money Flow
-$373M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
9.8%
Total Assets
$4B
6M Money Flow
-$132M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.56
YTD Return
0.7%
3yr Return
53.7%
1yr Return
13.2%
Total Assets
$3B
6M Money Flow
-$189M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
-
YTD Return
2.8%
3yr Return
11.4%
1yr Return
7.0%
Total Assets
$3B
6M Money Flow
$365M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.26
YTD Return
14.2%
3yr Return
31.5%
1yr Return
12.3%
Total Assets
$3B
6M Money Flow
$227M
Short-Term Inflation-Protected Bond
Expense Ratio
0.00%
TTM Yield
4.0%
3yr Sharpe
-0.39
YTD Return
3.8%
3yr Return
6.7%
1yr Return
6.9%
Total Assets
$3B
6M Money Flow
-$116M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.36
YTD Return
1.9%
3yr Return
3.3%
1yr Return
5.2%
Total Assets
$3B
6M Money Flow
$211M
Long Government
Expense Ratio
0.00%
TTM Yield
4.3%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-16.2%
1yr Return
0.2%
Total Assets
$3B
6M Money Flow
$657M
Foreign Large Growth
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.02
YTD Return
8.8%
3yr Return
18.1%
1yr Return
4.8%
Total Assets
$2B
6M Money Flow
-$94M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
-0.40
YTD Return
2.0%
3yr Return
10.0%
1yr Return
5.8%
Total Assets
$2B
6M Money Flow
$86M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.35
YTD Return
1.9%
3yr Return
3.4%
1yr Return
5.3%
Total Assets
$2B
6M Money Flow
$861M
Long-Term Bond
Expense Ratio
0.00%
TTM Yield
5.5%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-1.4%
1yr Return
2.1%
Total Assets
$2B
6M Money Flow
$308M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.36
YTD Return
2.1%
3yr Return
3.3%
1yr Return
5.4%
Total Assets
$2B
6M Money Flow
-$157M
Real Estate
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
-
Total Assets
$2B
6M Money Flow
$1B
Large Growth
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.59
YTD Return
-0.6%
3yr Return
70.8%
1yr Return
15.3%
Total Assets
$2B
6M Money Flow
$251M