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Statistics as of Apr 04, 2025

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Top Funds Filter

Limit results to the top 5 funds by 3yr sharpe ratio per asset category for these broad classes:

Found total of 11073 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
Long-Short Equity
Expense Ratio
18.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.5%
3yr Return
-
1yr Return
-
Total Assets
$48M
6M Money Flow
-
Energy Limited Partnership
Expense Ratio
16.00%
TTM Yield
9.5%
3yr Sharpe
0.93
YTD Return
-9.3%
3yr Return
58.6%
1yr Return
25.4%
Total Assets
$2B
6M Money Flow
-$74M
Financial
Expense Ratio
13.94%
TTM Yield
10.5%
3yr Sharpe
-
YTD Return
-8.3%
3yr Return
-
1yr Return
3.7%
Total Assets
$176M
6M Money Flow
$76M
Energy Limited Partnership
Expense Ratio
13.81%
TTM Yield
8.3%
3yr Sharpe
0.98
YTD Return
-2.9%
3yr Return
91.9%
1yr Return
16.2%
Total Assets
$969M
6M Money Flow
-$413K
Energy Limited Partnership
Expense Ratio
13.24%
TTM Yield
5.8%
3yr Sharpe
0.78
YTD Return
-7.4%
3yr Return
55.8%
1yr Return
18.1%
Total Assets
$585M
6M Money Flow
$53K
Bank Loan
Expense Ratio
12.73%
TTM Yield
0.0%
3yr Sharpe
-0.02
YTD Return
-9.6%
3yr Return
4.8%
1yr Return
4.1%
Total Assets
$2B
6M Money Flow
-
Bank Loan
Expense Ratio
12.20%
TTM Yield
22.7%
3yr Sharpe
-0.30
YTD Return
-13.3%
3yr Return
-13.3%
1yr Return
-0.4%
Total Assets
$157M
6M Money Flow
-
Nontraditional Bond
Expense Ratio
11.67%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
11.3%
Total Assets
$670M
6M Money Flow
$179M
Moderate Allocation
Expense Ratio
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
5.0%
Total Assets
$57M
6M Money Flow
$2M
Energy Limited Partnership
Expense Ratio
11.21%
TTM Yield
4.6%
3yr Sharpe
1.03
YTD Return
-5.0%
3yr Return
64.7%
1yr Return
12.2%
Total Assets
$785M
6M Money Flow
-$54M
Intermediate Core Bond
Expense Ratio
9.72%
TTM Yield
18.5%
3yr Sharpe
-0.28
YTD Return
-13.4%
3yr Return
-4.6%
1yr Return
-2.0%
Total Assets
$104M
6M Money Flow
-
Nontraditional Bond
Expense Ratio
9.72%
TTM Yield
12.4%
3yr Sharpe
0.07
YTD Return
-9.7%
3yr Return
6.4%
1yr Return
-3.1%
Total Assets
$57M
6M Money Flow
$17M
High Yield Bond
Expense Ratio
9.71%
TTM Yield
10.8%
3yr Sharpe
-0.19
YTD Return
2.9%
3yr Return
11.7%
1yr Return
9.8%
Total Assets
$53M
6M Money Flow
-
Bank Loan
Expense Ratio
9.18%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-15.3%
3yr Return
-
1yr Return
-
Total Assets
$396M
6M Money Flow
-
Bank Loan
Expense Ratio
8.58%
TTM Yield
24.6%
3yr Sharpe
0.06
YTD Return
-14.8%
3yr Return
2.4%
1yr Return
-12.4%
Total Assets
$881M
6M Money Flow
-$16M
Bank Loan
Expense Ratio
8.48%
TTM Yield
9.4%
3yr Sharpe
1.57
YTD Return
0.9%
3yr Return
27.1%
1yr Return
7.8%
Total Assets
$324M
6M Money Flow
$39M
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.5%
3yr Sharpe
0.63
YTD Return
-2.8%
3yr Return
26.3%
1yr Return
7.1%
Total Assets
$415M
6M Money Flow
$73M
Bank Loan
Expense Ratio
8.33%
TTM Yield
18.4%
3yr Sharpe
-0.16
YTD Return
-16.2%
3yr Return
-4.1%
1yr Return
-12.6%
Total Assets
$406M
6M Money Flow
-
Intermediate Core-Plus Bond
Expense Ratio
7.95%
TTM Yield
13.6%
3yr Sharpe
0.32
YTD Return
-1.3%
3yr Return
20.7%
1yr Return
8.1%
Total Assets
$137M
6M Money Flow
-
Multisector Bond
Expense Ratio
7.91%
TTM Yield
12.1%
3yr Sharpe
-
YTD Return
-8.4%
3yr Return
-
1yr Return
16.4%
Total Assets
$1B
6M Money Flow
-
Miscellaneous Sector
Expense Ratio
7.30%
TTM Yield
7.1%
3yr Sharpe
-
YTD Return
-16.9%
3yr Return
-
1yr Return
1.5%
Total Assets
$7M
6M Money Flow
$5M
Multisector Bond
Expense Ratio
7.11%
TTM Yield
12.0%
3yr Sharpe
0.26
YTD Return
1.1%
3yr Return
16.7%
1yr Return
4.9%
Total Assets
$680M
6M Money Flow
-
Bank Loan
Expense Ratio
6.92%
TTM Yield
9.2%
3yr Sharpe
1.01
YTD Return
0.3%
3yr Return
22.6%
1yr Return
7.4%
Total Assets
$5B
6M Money Flow
$312M
Financial
Expense Ratio
6.90%
TTM Yield
9.3%
3yr Sharpe
0.34
YTD Return
-5.6%
3yr Return
23.4%
1yr Return
14.7%
Total Assets
$153M
6M Money Flow
-
Multisector Bond
Expense Ratio
6.69%
TTM Yield
14.6%
3yr Sharpe
-0.33
YTD Return
-16.7%
3yr Return
-17.2%
1yr Return
-18.7%
Total Assets
$73M
6M Money Flow
-
High Yield Bond
Expense Ratio
6.63%
TTM Yield
11.9%
3yr Sharpe
0.15
YTD Return
-2.6%
3yr Return
11.2%
1yr Return
9.2%
Total Assets
$2B
6M Money Flow
-
Energy Limited Partnership
Expense Ratio
6.62%
TTM Yield
6.8%
3yr Sharpe
0.88
YTD Return
-2.8%
3yr Return
54.3%
1yr Return
8.7%
Total Assets
$2B
6M Money Flow
-$43M
Multisector Bond
Expense Ratio
6.61%
TTM Yield
10.7%
3yr Sharpe
0.10
YTD Return
1.9%
3yr Return
14.5%
1yr Return
12.4%
Total Assets
$3B
6M Money Flow
$182M
High Yield Bond
Expense Ratio
6.60%
TTM Yield
17.0%
3yr Sharpe
0.35
YTD Return
-5.8%
3yr Return
19.9%
1yr Return
1.1%
Total Assets
$310M
6M Money Flow
-
Nontraditional Bond
Expense Ratio
6.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
-
Total Assets
$20M
6M Money Flow
-
Bank Loan
Expense Ratio
6.22%
TTM Yield
10.0%
3yr Sharpe
0.22
YTD Return
-7.1%
3yr Return
11.4%
1yr Return
4.7%
Total Assets
$544M
6M Money Flow
-$21M
Long Government
Expense Ratio
6.20%
TTM Yield
2.2%
3yr Sharpe
-0.74
YTD Return
9.1%
3yr Return
-32.5%
1yr Return
3.1%
Total Assets
$445M
6M Money Flow
-$88M
Nontraditional Bond
Expense Ratio
6.16%
TTM Yield
10.1%
3yr Sharpe
0.98
YTD Return
0.6%
3yr Return
26.0%
1yr Return
7.8%
Total Assets
$4B
6M Money Flow
$490M
Multisector Bond
Expense Ratio
6.13%
TTM Yield
14.9%
3yr Sharpe
0.23
YTD Return
0.1%
3yr Return
14.3%
1yr Return
3.5%
Total Assets
$6B
6M Money Flow
-$6M
Digital Assets
Expense Ratio
6.10%
TTM Yield
34.5%
3yr Sharpe
-
YTD Return
-28.5%
3yr Return
-
1yr Return
-12.2%
Total Assets
$37M
6M Money Flow
$22M
Real Estate
Expense Ratio
6.09%
TTM Yield
2.4%
3yr Sharpe
-0.33
YTD Return
-4.8%
3yr Return
-16.8%
1yr Return
4.5%
Total Assets
$501M
6M Money Flow
-$36M
Expense Ratio
6.04%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
7.4%
3yr Return
-
1yr Return
9.7%
Total Assets
$14M
6M Money Flow
$136K
Expense Ratio
5.98%
TTM Yield
0.0%
3yr Sharpe
0.06
YTD Return
30.5%
3yr Return
7.7%
1yr Return
40.0%
Total Assets
$16M
6M Money Flow
$1M
Convertibles
Expense Ratio
5.80%
TTM Yield
8.6%
3yr Sharpe
-0.12
YTD Return
-8.2%
3yr Return
-6.2%
1yr Return
0.1%
Total Assets
$523M
6M Money Flow
-$18M
Nontraditional Bond
Expense Ratio
5.73%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$850M
6M Money Flow
$678M
Bank Loan
Expense Ratio
5.72%
TTM Yield
15.2%
3yr Sharpe
0.43
YTD Return
-0.3%
3yr Return
23.7%
1yr Return
15.1%
Total Assets
$342M
6M Money Flow
-
Bank Loan
Expense Ratio
5.58%
TTM Yield
11.0%
3yr Sharpe
0.36
YTD Return
-13.4%
3yr Return
16.6%
1yr Return
-0.8%
Total Assets
$332M
6M Money Flow
-$11M