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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▲
Long Government
Expense Ratio
0.15%
TTM Yield
4.4%
3yr Sharpe
-0.63
YTD Return
-0.9%
3yr Return
-20.3%
1yr Return
-1.3%
Total Assets
$50B
6M Money Flow
-$11B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.51
YTD Return
0.6%
3yr Return
48.8%
1yr Return
12.5%
Total Assets
$290B
6M Money Flow
-$11B
Large Growth
Expense Ratio
0.61%
TTM Yield
0.4%
3yr Sharpe
0.54
YTD Return
3.0%
3yr Return
62.5%
1yr Return
16.3%
Total Assets
$280B
6M Money Flow
-$10B
Foreign Large Growth
Expense Ratio
0.47%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
11.5%
3yr Return
28.1%
1yr Return
7.2%
Total Assets
$126B
6M Money Flow
-$10B
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.4%
3yr Sharpe
-0.34
YTD Return
2.1%
3yr Return
2.5%
1yr Return
5.6%
Total Assets
$33B
6M Money Flow
-$7B
Intermediate Core Bond
Expense Ratio
0.02%
TTM Yield
3.9%
3yr Sharpe
-0.36
YTD Return
1.9%
3yr Return
3.6%
1yr Return
5.3%
Total Assets
$306B
6M Money Flow
-$7B
Equity Energy
Expense Ratio
0.08%
TTM Yield
3.5%
3yr Sharpe
0.06
YTD Return
-3.9%
3yr Return
2.7%
1yr Return
-8.7%
Total Assets
$27B
6M Money Flow
-$7B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.4%
3yr Sharpe
0.53
YTD Return
3.6%
3yr Return
39.8%
1yr Return
13.5%
Total Assets
$184B
6M Money Flow
-$6B
Foreign Large Blend
Expense Ratio
0.76%
TTM Yield
2.3%
3yr Sharpe
0.32
YTD Return
15.4%
3yr Return
34.9%
1yr Return
9.7%
Total Assets
$1B
6M Money Flow
-$6B
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.8%
3yr Sharpe
-0.35
YTD Return
2.1%
3yr Return
0.4%
1yr Return
4.2%
Total Assets
$5B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.3%
3yr Sharpe
0.35
YTD Return
2.2%
3yr Return
28.9%
1yr Return
10.4%
Total Assets
$107B
6M Money Flow
-$5B
Large Blend
Expense Ratio
0.58%
TTM Yield
1.1%
3yr Sharpe
0.58
YTD Return
4.5%
3yr Return
52.8%
1yr Return
13.9%
Total Assets
$135B
6M Money Flow
-$5B
Target-Date 2025
Expense Ratio
0.08%
TTM Yield
2.8%
3yr Sharpe
0.21
YTD Return
3.9%
3yr Return
22.8%
1yr Return
9.3%
Total Assets
$73B
6M Money Flow
-$5B
Large Value
Expense Ratio
0.54%
TTM Yield
1.9%
3yr Sharpe
0.27
YTD Return
3.4%
3yr Return
24.3%
1yr Return
8.6%
Total Assets
$55B
6M Money Flow
-$5B
China Region
Expense Ratio
0.74%
TTM Yield
1.5%
3yr Sharpe
0.04
YTD Return
15.8%
3yr Return
23.4%
1yr Return
30.2%
Total Assets
$6B
6M Money Flow
-$5B
Global Large-Stock Blend
Expense Ratio
0.74%
TTM Yield
1.6%
3yr Sharpe
0.42
YTD Return
6.9%
3yr Return
38.9%
1yr Return
10.7%
Total Assets
$123B
6M Money Flow
-$5B
Foreign Large Value
Expense Ratio
0.81%
TTM Yield
2.4%
3yr Sharpe
0.16
YTD Return
17.3%
3yr Return
25.0%
1yr Return
10.5%
Total Assets
$14B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.0%
3yr Sharpe
0.35
YTD Return
3.0%
3yr Return
27.9%
1yr Return
11.4%
Total Assets
$232B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.29%
TTM Yield
1.0%
3yr Sharpe
0.40
YTD Return
1.0%
3yr Return
37.7%
1yr Return
3.3%
Total Assets
$69B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.69%
TTM Yield
0.0%
3yr Sharpe
0.56
YTD Return
1.1%
3yr Return
74.7%
1yr Return
14.8%
Total Assets
$62B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.11%
TTM Yield
1.8%
3yr Sharpe
0.44
YTD Return
2.6%
3yr Return
33.5%
1yr Return
12.1%
Total Assets
$13B
6M Money Flow
-$4B
Global Large-Stock Growth
Expense Ratio
0.73%
TTM Yield
0.6%
3yr Sharpe
0.38
YTD Return
7.0%
3yr Return
44.0%
1yr Return
13.4%
Total Assets
$140B
6M Money Flow
-$4B
Intermediate Core-Plus Bond
Expense Ratio
0.51%
TTM Yield
4.7%
3yr Sharpe
-0.26
YTD Return
2.1%
3yr Return
5.1%
1yr Return
5.7%
Total Assets
$45B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.22%
TTM Yield
1.9%
3yr Sharpe
0.07
YTD Return
1.4%
3yr Return
20.1%
1yr Return
6.6%
Total Assets
$46B
6M Money Flow
-$4B
Long-Term Bond
Expense Ratio
0.11%
TTM Yield
5.2%
3yr Sharpe
-0.31
YTD Return
-0.2%
3yr Return
-4.0%
1yr Return
1.8%
Total Assets
$11B
6M Money Flow
-$4B
Diversified Emerging Mkts
Expense Ratio
1.03%
TTM Yield
0.2%
3yr Sharpe
-0.09
YTD Return
6.7%
3yr Return
12.8%
1yr Return
0.6%
Total Assets
$14B
6M Money Flow
-$4B
Health
Expense Ratio
0.32%
TTM Yield
1.1%
3yr Sharpe
-0.05
YTD Return
-5.8%
3yr Return
3.0%
1yr Return
-11.4%
Total Assets
$38B
6M Money Flow
-$4B
Global Moderate Allocation
Expense Ratio
0.58%
TTM Yield
3.8%
3yr Sharpe
0.24
YTD Return
7.1%
3yr Return
22.8%
1yr Return
14.5%
Total Assets
$127B
6M Money Flow
-$4B
Inflation-Protected Bond
Expense Ratio
0.18%
TTM Yield
2.9%
3yr Sharpe
-0.61
YTD Return
3.1%
3yr Return
1.0%
1yr Return
5.4%
Total Assets
$14B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.52%
TTM Yield
0.0%
3yr Sharpe
0.44
YTD Return
-0.9%
3yr Return
61.1%
1yr Return
11.7%
Total Assets
$48B
6M Money Flow
-$4B
Short-Term Bond
Expense Ratio
0.10%
TTM Yield
4.4%
3yr Sharpe
-0.02
YTD Return
2.5%
3yr Return
12.5%
1yr Return
7.0%
Total Assets
$52B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.0%
3yr Sharpe
0.71
YTD Return
3.8%
3yr Return
58.5%
1yr Return
15.9%
Total Assets
$147B
6M Money Flow
-$4B
Intermediate Government
Expense Ratio
0.11%
TTM Yield
3.7%
3yr Sharpe
-0.33
YTD Return
2.0%
3yr Return
3.0%
1yr Return
5.6%
Total Assets
$11B
6M Money Flow
-$4B
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.31
YTD Return
1.2%
3yr Return
49.6%
1yr Return
8.3%
Total Assets
$17B
6M Money Flow
-$4B
Intermediate Core-Plus Bond
Expense Ratio
0.33%
TTM Yield
4.5%
3yr Sharpe
-0.30
YTD Return
2.3%
3yr Return
4.9%
1yr Return
6.0%
Total Assets
$40B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.63%
TTM Yield
0.1%
3yr Sharpe
0.83
YTD Return
4.4%
3yr Return
79.4%
1yr Return
16.7%
Total Assets
$145B
6M Money Flow
-$4B
Global Small/Mid Stock
Expense Ratio
0.82%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
2.6%
3yr Return
22.2%
1yr Return
1.6%
Total Assets
$22B
6M Money Flow
-$4B
Global Small/Mid Stock
Expense Ratio
0.89%
TTM Yield
2.1%
3yr Sharpe
0.13
YTD Return
2.5%
3yr Return
22.1%
1yr Return
1.5%
Total Assets
$22B
6M Money Flow
-$3B
Large Growth
Expense Ratio
0.45%
TTM Yield
0.3%
3yr Sharpe
0.83
YTD Return
4.8%
3yr Return
79.3%
1yr Return
16.5%
Total Assets
$31B
6M Money Flow
-$3B
Global Moderately Aggressive Allocation
Expense Ratio
0.59%
TTM Yield
3.1%
3yr Sharpe
0.30
YTD Return
8.3%
3yr Return
25.0%
1yr Return
15.2%
Total Assets
$109B
6M Money Flow
-$3B
Intermediate Government
Expense Ratio
0.03%
TTM Yield
4.1%
3yr Sharpe
-0.30
YTD Return
1.8%
3yr Return
3.1%
1yr Return
6.0%
Total Assets
$21B
6M Money Flow
-$3B
Intermediate Government
Expense Ratio
0.04%
TTM Yield
4.1%
3yr Sharpe
-0.30
YTD Return
2.0%
3yr Return
3.1%
1yr Return
5.9%
Total Assets
$16B
6M Money Flow
-$3B