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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 RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Nontraditional Bond
Expense Ratio
3.08%
TTM Yield
11.3%
3yr Sharpe
7.30
YTD Return
2.7%
3yr Return
40.6%
1yr Return
11.7%
Total Assets
$5B
6M Money Flow
$920M
High Yield Bond
Expense Ratio
3.09%
TTM Yield
11.1%
3yr Sharpe
5.13
YTD Return
1.8%
3yr Return
35.0%
1yr Return
10.8%
Total Assets
$28B
6M Money Flow
$3B
Bank Loan
Expense Ratio
0.43%
TTM Yield
7.5%
3yr Sharpe
3.25
YTD Return
1.4%
3yr Return
24.4%
1yr Return
7.6%
Total Assets
$901M
6M Money Flow
$80M
Ultrashort Bond
Expense Ratio
2.08%
TTM Yield
8.9%
3yr Sharpe
3.13
YTD Return
1.5%
3yr Return
34.2%
1yr Return
6.2%
Total Assets
$91M
6M Money Flow
$3M
Multisector Bond
Expense Ratio
3.34%
TTM Yield
9.4%
3yr Sharpe
2.21
YTD Return
2.0%
3yr Return
31.3%
1yr Return
10.5%
Total Assets
$245M
6M Money Flow
$59M
Nontraditional Bond
Expense Ratio
3.94%
TTM Yield
12.1%
3yr Sharpe
2.14
YTD Return
2.8%
3yr Return
24.1%
1yr Return
9.7%
Total Assets
$242M
6M Money Flow
$19M
Real Estate
Expense Ratio
2.44%
TTM Yield
7.2%
3yr Sharpe
2.11
YTD Return
1.3%
3yr Return
19.9%
1yr Return
5.1%
Total Assets
$61M
6M Money Flow
-$5M
Equity Market Neutral
Expense Ratio
1.35%
TTM Yield
12.7%
3yr Sharpe
2.02
YTD Return
4.5%
3yr Return
50.1%
1yr Return
14.1%
Total Assets
$4B
6M Money Flow
$2B
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.89
YTD Return
3.1%
3yr Return
35.1%
1yr Return
14.3%
Total Assets
$764M
6M Money Flow
$100M
Global Allocation
Expense Ratio
3.31%
TTM Yield
0.0%
3yr Sharpe
1.87
YTD Return
2.5%
3yr Return
48.7%
1yr Return
11.9%
Total Assets
$3B
6M Money Flow
$806M
Nontraditional Bond
Expense Ratio
1.41%
TTM Yield
5.4%
3yr Sharpe
1.78
YTD Return
2.0%
3yr Return
29.8%
1yr Return
7.3%
Total Assets
$240M
6M Money Flow
$122M
Long-Short Equity
Expense Ratio
4.47%
TTM Yield
6.9%
3yr Sharpe
1.72
YTD Return
3.2%
3yr Return
83.2%
1yr Return
16.1%
Total Assets
$3B
6M Money Flow
$1B
Japan Stock
Expense Ratio
0.58%
TTM Yield
4.4%
3yr Sharpe
1.71
YTD Return
-9.5%
3yr Return
59.4%
1yr Return
-2.0%
Total Assets
$71M
6M Money Flow
-$9M
Global Allocation
Expense Ratio
1.04%
TTM Yield
3.2%
3yr Sharpe
1.68
YTD Return
0.4%
3yr Return
62.6%
1yr Return
20.6%
Total Assets
$3B
6M Money Flow
$834M
Intermediate Core-Plus Bond
Expense Ratio
0.97%
TTM Yield
6.3%
3yr Sharpe
1.66
YTD Return
1.1%
3yr Return
23.2%
1yr Return
6.0%
Total Assets
$1B
6M Money Flow
$237M
Equity Market Neutral
Expense Ratio
4.65%
TTM Yield
5.7%
3yr Sharpe
1.63
YTD Return
7.4%
3yr Return
83.0%
1yr Return
18.5%
Total Assets
$2B
6M Money Flow
$690M
High Yield Bond
Expense Ratio
1.94%
TTM Yield
13.0%
3yr Sharpe
1.63
YTD Return
0.1%
3yr Return
41.1%
1yr Return
13.4%
Total Assets
$656M
6M Money Flow
-$17M
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
Expense Ratio
1.46%
TTM Yield
12.3%
3yr Sharpe
1.49
YTD Return
1.8%
3yr Return
29.1%
1yr Return
11.2%
Total Assets
$481M
6M Money Flow
$131M
Long-Short Equity
Expense Ratio
2.00%
TTM Yield
17.5%
3yr Sharpe
1.40
YTD Return
-4.2%
3yr Return
68.5%
1yr Return
10.3%
Total Assets
$50M
6M Money Flow
$6M
Multistrategy
Expense Ratio
3.67%
TTM Yield
8.0%
3yr Sharpe
1.35
YTD Return
0.6%
3yr Return
20.6%
1yr Return
8.1%
Total Assets
$2B
6M Money Flow
$475M
Nontraditional Bond
Expense Ratio
4.32%
TTM Yield
8.9%
3yr Sharpe
1.34
YTD Return
2.8%
3yr Return
23.4%
1yr Return
11.9%
Total Assets
$300M
6M Money Flow
$45M
Multistrategy
Expense Ratio
1.72%
TTM Yield
10.1%
3yr Sharpe
1.33
YTD Return
1.8%
3yr Return
24.5%
1yr Return
4.4%
Total Assets
$3B
6M Money Flow
-$261M
High Yield Bond
Expense Ratio
0.94%
TTM Yield
5.2%
3yr Sharpe
1.31
YTD Return
0.7%
3yr Return
16.0%
1yr Return
4.8%
Total Assets
$756M
6M Money Flow
-$43M
Japan Stock
Expense Ratio
0.48%
TTM Yield
4.0%
3yr Sharpe
1.31
YTD Return
-12.9%
3yr Return
63.4%
1yr Return
-7.0%
Total Assets
$3B
6M Money Flow
-$406M
Nontraditional Bond
Expense Ratio
0.61%
TTM Yield
6.3%
3yr Sharpe
1.31
YTD Return
2.4%
3yr Return
24.9%
1yr Return
8.9%
Total Assets
$614M
6M Money Flow
$9M
Nontraditional Bond
Expense Ratio
2.27%
TTM Yield
11.2%
3yr Sharpe
1.30
YTD Return
2.0%
3yr Return
37.1%
1yr Return
4.0%
Total Assets
$336M
6M Money Flow
$54M
Long-Short Equity
Expense Ratio
1.78%
TTM Yield
0.1%
3yr Sharpe
1.28
YTD Return
4.0%
3yr Return
66.1%
1yr Return
24.0%
Total Assets
$364M
6M Money Flow
$149M
Multistrategy
Expense Ratio
2.13%
TTM Yield
8.4%
3yr Sharpe
1.20
YTD Return
-2.3%
3yr Return
29.4%
1yr Return
5.4%
Total Assets
$2B
6M Money Flow
$161M
High Yield Bond
Expense Ratio
1.65%
TTM Yield
7.2%
3yr Sharpe
1.20
YTD Return
8.6%
3yr Return
85.6%
1yr Return
38.9%
Total Assets
$344M
6M Money Flow
-
Multistrategy
Expense Ratio
4.91%
TTM Yield
2.2%
3yr Sharpe
1.17
YTD Return
5.1%
3yr Return
60.6%
1yr Return
2.8%
Total Assets
$263M
6M Money Flow
$25M
Energy Limited Partnership
Expense Ratio
1.01%
TTM Yield
5.7%
3yr Sharpe
1.16
YTD Return
-2.5%
3yr Return
63.9%
1yr Return
12.8%
Total Assets
$2B
6M Money Flow
-$86M
Ultrashort Bond
Expense Ratio
0.15%
TTM Yield
5.4%
3yr Sharpe
1.15
YTD Return
1.1%
3yr Return
16.2%
1yr Return
5.5%
Total Assets
$11B
6M Money Flow
$3B
Nontraditional Bond
Expense Ratio
2.14%
TTM Yield
9.0%
3yr Sharpe
1.15
YTD Return
2.6%
3yr Return
25.3%
1yr Return
10.4%
Total Assets
$95M
6M Money Flow
-$2M
Global Allocation
Expense Ratio
2.43%
TTM Yield
0.3%
3yr Sharpe
1.14
YTD Return
-0.8%
3yr Return
28.9%
1yr Return
5.8%
Total Assets
$4B
6M Money Flow
$755M
Equity Market Neutral
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
1.14
YTD Return
-1.4%
3yr Return
35.9%
1yr Return
4.3%
Total Assets
$108M
6M Money Flow
$19M
Miscellaneous Sector
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
1.14
YTD Return
-0.2%
3yr Return
30.2%
1yr Return
10.4%
Total Assets
$224M
6M Money Flow
-$11M
Foreign Small/Mid Value
Expense Ratio
1.11%
TTM Yield
3.1%
3yr Sharpe
1.12
YTD Return
4.8%
3yr Return
73.5%
1yr Return
18.5%
Total Assets
$746M
6M Money Flow
$78M
Energy Limited Partnership
Expense Ratio
1.41%
TTM Yield
7.5%
3yr Sharpe
1.11
YTD Return
-1.6%
3yr Return
58.6%
1yr Return
7.1%
Total Assets
$4B
6M Money Flow
-$114M
Energy Limited Partnership
Expense Ratio
0.95%
TTM Yield
4.9%
3yr Sharpe
1.11
YTD Return
-2.3%
3yr Return
71.3%
1yr Return
18.3%
Total Assets
$483M
6M Money Flow
$14M
Trading--Leveraged Equity
Expense Ratio
0.00%
TTM Yield
10.2%
3yr Sharpe
1.10
YTD Return
-1.5%
3yr Return
95.5%
1yr Return
6.3%
Total Assets
$17M
6M Money Flow
-$27M
Energy Limited Partnership
Expense Ratio
1.78%
TTM Yield
5.6%
3yr Sharpe
1.09
YTD Return
-4.6%
3yr Return
68.5%
1yr Return
13.0%
Total Assets
$1B
6M Money Flow
-$11M