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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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.01%
TTM Yield
6.0%
3yr Sharpe
-
YTD Return
-13.2%
3yr Return
-
1yr Return
2.2%
Total Assets
$5M
6M Money Flow
$3M
Trading--Inverse Equity
Expense Ratio
1.42%
TTM Yield
43.5%
3yr Sharpe
-
YTD Return
-23.4%
3yr Return
-
1yr Return
-18.9%
Total Assets
$16M
6M Money Flow
$6M
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-23.3%
3yr Return
-8.9%
1yr Return
-4.9%
Total Assets
$101M
6M Money Flow
-$1M
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.11
YTD Return
-23.8%
3yr Return
-14.2%
1yr Return
-0.9%
Total Assets
$53M
6M Money Flow
-$13M
Short-Term Bond
Expense Ratio
0.15%
TTM Yield
4.8%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
6.3%
Total Assets
$133M
6M Money Flow
$119M
Short-Term Bond
Expense Ratio
0.15%
TTM Yield
4.7%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
6.7%
Total Assets
$150M
6M Money Flow
$123M
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
5.4%
3yr Sharpe
-0.38
YTD Return
-1.9%
3yr Return
-18.1%
1yr Return
13.0%
Total Assets
$382M
6M Money Flow
-$5M
Long-Term Bond
Expense Ratio
0.15%
TTM Yield
5.3%
3yr Sharpe
-
YTD Return
2.8%
3yr Return
-
1yr Return
6.8%
Total Assets
$60M
6M Money Flow
$41M
Muni National Interm
Expense Ratio
1.01%
TTM Yield
4.8%
3yr Sharpe
-
YTD Return
-5.3%
3yr Return
-
1yr Return
-3.2%
Total Assets
$5M
6M Money Flow
$546K
Trading--Inverse Commodities
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
-0.65
YTD Return
-8.4%
3yr Return
-56.9%
1yr Return
-32.6%
Total Assets
$30M
6M Money Flow
$7M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
-
Total Assets
$73M
6M Money Flow
-$30M
Small Blend
Expense Ratio
1.14%
TTM Yield
0.0%
3yr Sharpe
-0.08
YTD Return
-16.7%
3yr Return
-1.0%
1yr Return
-12.2%
Total Assets
$25M
6M Money Flow
-$2M
Commodities Broad Basket
Expense Ratio
0.34%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
-4.1%
Total Assets
$2M
6M Money Flow
-$49K
Commodities Focused
Expense Ratio
0.59%
TTM Yield
2.8%
3yr Sharpe
-
YTD Return
6.8%
3yr Return
-
1yr Return
-7.1%
Total Assets
$1M
6M Money Flow
$23K
Long Government
Expense Ratio
0.15%
TTM Yield
4.3%
3yr Sharpe
-0.80
YTD Return
8.4%
3yr Return
-37.8%
1yr Return
1.0%
Total Assets
$2B
6M Money Flow
$83M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
-
Total Assets
$64M
6M Money Flow
$64M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
-
Total Assets
$43M
6M Money Flow
-
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.0%
3yr Return
-
1yr Return
-
Total Assets
$100M
6M Money Flow
-
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
-
Total Assets
$94M
6M Money Flow
-$33M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
4.5%
3yr Sharpe
0.24
YTD Return
-17.1%
3yr Return
15.6%
1yr Return
-11.5%
Total Assets
$32M
6M Money Flow
-$8M
Foreign Large Growth
Expense Ratio
0.85%
TTM Yield
0.6%
3yr Sharpe
0.21
YTD Return
-1.5%
3yr Return
17.8%
1yr Return
2.3%
Total Assets
$7M
6M Money Flow
$2M
Foreign Large Growth
Expense Ratio
0.92%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.5%
3yr Return
16.8%
1yr Return
2.3%
Total Assets
$7M
6M Money Flow
$2M
Derivative Income
Expense Ratio
1.00%
TTM Yield
2.8%
3yr Sharpe
-0.22
YTD Return
-8.6%
3yr Return
0.5%
1yr Return
2.7%
Total Assets
$26M
6M Money Flow
-$5M
Global Large-Stock Growth
Expense Ratio
0.82%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.6%
3yr Return
9.1%
1yr Return
2.2%
Total Assets
$353M
6M Money Flow
-$8M
Global Large-Stock Growth
Expense Ratio
0.85%
TTM Yield
0.2%
3yr Sharpe
0.10
YTD Return
-3.6%
3yr Return
9.0%
1yr Return
2.2%
Total Assets
$353M
6M Money Flow
-$8M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.4%
3yr Return
-
1yr Return
-
Total Assets
$120M
6M Money Flow
-
Diversified Emerging Mkts
Expense Ratio
0.82%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.0%
3yr Return
-3.3%
1yr Return
4.7%
Total Assets
$338M
6M Money Flow
$3M
Diversified Emerging Mkts
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
-0.17
YTD Return
-3.0%
3yr Return
-3.3%
1yr Return
4.7%
Total Assets
$321M
6M Money Flow
-$1M
Large Blend
Expense Ratio
0.55%
TTM Yield
0.7%
3yr Sharpe
0.15
YTD Return
-9.3%
3yr Return
10.2%
1yr Return
1.1%
Total Assets
$203M
6M Money Flow
$47M
Large Value
Expense Ratio
1.05%
TTM Yield
2.4%
3yr Sharpe
0.16
YTD Return
-7.0%
3yr Return
9.1%
1yr Return
1.0%
Total Assets
$113M
6M Money Flow
-$9M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.7%
3yr Return
-
1yr Return
-
Total Assets
$145M
6M Money Flow
-
Digital Assets
Expense Ratio
2.50%
TTM Yield
0.0%
3yr Sharpe
-0.36
YTD Return
-49.6%
3yr Return
-79.1%
1yr Return
-62.0%
Total Assets
$16M
6M Money Flow
$798K
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.4%
3yr Return
-
1yr Return
-
Total Assets
$64M
6M Money Flow
-$17M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.4%
3yr Return
-
1yr Return
-
Total Assets
$6M
6M Money Flow
-
Defined Outcome
Expense Ratio
0.69%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.1%
3yr Return
-
1yr Return
3.8%
Total Assets
$419M
6M Money Flow
$207M
Tactical Allocation
Expense Ratio
3.25%
TTM Yield
13.7%
3yr Sharpe
-0.09
YTD Return
-6.1%
3yr Return
-1.1%
1yr Return
-0.8%
Total Assets
$502M
6M Money Flow
$23M
Trading--Inverse Equity
Expense Ratio
0.95%
TTM Yield
4.7%
3yr Sharpe
-0.51
YTD Return
-7.8%
3yr Return
-17.0%
1yr Return
-30.0%
Total Assets
$4M
6M Money Flow
-$1M
Trading--Leveraged Equity
Expense Ratio
1.07%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-16.8%
3yr Return
-
1yr Return
-
Total Assets
$595K
6M Money Flow
-
Defined Outcome
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
0.1%
3yr Return
13.4%
1yr Return
1.6%
Total Assets
$100M
6M Money Flow
$64M
Derivative Income
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
11.4%
3yr Return
-
1yr Return
-
Total Assets
$11M
6M Money Flow
$7M
Small Blend
Expense Ratio
1.44%
TTM Yield
0.0%
3yr Sharpe
-0.33
YTD Return
-12.1%
3yr Return
-12.2%
1yr Return
-11.9%
Total Assets
$24M
6M Money Flow
-$3M
Miscellaneous Sector
Expense Ratio
1.12%
TTM Yield
6.0%
3yr Sharpe
-1.05
YTD Return
-35.2%
3yr Return
-84.9%
1yr Return
-61.4%
Total Assets
$20M
6M Money Flow
$182K