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 Apr 04, 2025

Search , , ,

in

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 SharpeYTD Return3yr Return1yr ReturnTotal Assets ▲6M Money Flow
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
$15
6M Money Flow
-
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
$15
6M Money Flow
-
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
$15
6M Money Flow
-
Miscellaneous Region
Expense Ratio
0.19%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$5K
6M Money Flow
0
Ultrashort Bond
Expense Ratio
1.09%
TTM Yield
4.1%
3yr Sharpe
-2.41
YTD Return
0.9%
3yr Return
10.2%
1yr Return
3.9%
Total Assets
$27K
6M Money Flow
$18
Trading--Inverse Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$47K
6M Money Flow
$21
Trading--Inverse Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$52K
6M Money Flow
0
Target-Date 2065+
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.8%
3yr Return
-
1yr Return
-
Total Assets
$53K
6M Money Flow
-
Trading--Inverse Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-0.97
YTD Return
0.0%
3yr Return
-83.3%
1yr Return
16.1%
Total Assets
$83K
6M Money Flow
$67
Infrastructure
Expense Ratio
3.24%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.8%
3yr Return
-
1yr Return
-
Total Assets
$98K
6M Money Flow
-
Multisector Bond
Expense Ratio
0.59%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
-
Total Assets
$100K
6M Money Flow
-
Trading--Inverse Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$142K
6M Money Flow
$335
Trading--Inverse Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$161K
6M Money Flow
-$307
Small Growth
Expense Ratio
0.75%
TTM Yield
0.2%
3yr Sharpe
-0.38
YTD Return
-22.4%
3yr Return
-23.5%
1yr Return
-21.6%
Total Assets
$167K
6M Money Flow
-$51
Trading--Inverse Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$170K
6M Money Flow
$40
Moderate Allocation
Expense Ratio
0.44%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
-5.7%
3yr Return
-
1yr Return
-1.0%
Total Assets
$173K
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
-3.9%
3yr Return
-
1yr Return
0.7%
Total Assets
$190K
6M Money Flow
$42K
Foreign Large Growth
Expense Ratio
0.68%
TTM Yield
1.7%
3yr Sharpe
0.04
YTD Return
-1.3%
3yr Return
4.9%
1yr Return
-5.4%
Total Assets
$192K
6M Money Flow
-$53
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-42.7%
3yr Return
-
1yr Return
-
Total Assets
$222K
6M Money Flow
-
Global Large-Stock Blend
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.8%
3yr Return
-
1yr Return
-
Total Assets
$222K
6M Money Flow
-
Real Estate
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
$230K
6M Money Flow
-
Trading--Inverse Equity
Expense Ratio
1.64%
TTM Yield
18.3%
3yr Sharpe
-0.29
YTD Return
17.7%
3yr Return
6.8%
1yr Return
15.8%
Total Assets
$247K
6M Money Flow
-$167K
Large Growth
Expense Ratio
0.47%
TTM Yield
0.9%
3yr Sharpe
0.26
YTD Return
-16.5%
3yr Return
15.8%
1yr Return
-4.4%
Total Assets
$255K
6M Money Flow
-$108
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-30.4%
3yr Return
-
1yr Return
-
Total Assets
$256K
6M Money Flow
-
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
0.30
YTD Return
-11.8%
3yr Return
17.8%
1yr Return
-4.0%
Total Assets
$258K
6M Money Flow
$68
Global Large-Stock Growth
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.32
YTD Return
-11.3%
3yr Return
18.9%
1yr Return
-4.3%
Total Assets
$260K
6M Money Flow
-$90
Commodities Broad Basket
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$276K
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-60.6%
3yr Return
-
1yr Return
-
Total Assets
$281K
6M Money Flow
-
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-19.6%
3yr Return
-
1yr Return
-
Total Assets
$297K
6M Money Flow
-
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
-6.3%
3yr Return
-
1yr Return
-12.7%
Total Assets
$303K
6M Money Flow
$20K
Commodities Focused
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-0.31
YTD Return
0.0%
3yr Return
-31.2%
1yr Return
-8.3%
Total Assets
$308K
6M Money Flow
$122
Moderately Conservative Allocation
Expense Ratio
0.02%
TTM Yield
2.9%
3yr Sharpe
-0.16
YTD Return
-0.9%
3yr Return
6.9%
1yr Return
4.2%
Total Assets
$321K
6M Money Flow
$14K
Trading--Inverse Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$333K
6M Money Flow
$463
Trading--Inverse Equity
Expense Ratio
1.75%
TTM Yield
5.4%
3yr Sharpe
-0.59
YTD Return
-2.2%
3yr Return
-31.4%
1yr Return
-16.7%
Total Assets
$335K
6M Money Flow
-$78K
Miscellaneous Region
Expense Ratio
0.72%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
0.0%
1yr Return
0.0%
Total Assets
$342K
6M Money Flow
0
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-26.8%
3yr Return
-
1yr Return
-
Total Assets
$352K
6M Money Flow
-
Small Growth
Expense Ratio
0.89%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-21.7%
3yr Return
-
1yr Return
-13.7%
Total Assets
$371K
6M Money Flow
-$164K
Trading--Leveraged Equity
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-47.2%
3yr Return
-
1yr Return
-
Total Assets
$404K
6M Money Flow
-
Natural Resources
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-13.7%
3yr Return
-
1yr Return
-
Total Assets
$405K
6M Money Flow
$40K
Digital Assets
Expense Ratio
1.46%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-27.9%
3yr Return
-
1yr Return
-
Total Assets
$411K
6M Money Flow
-
Natural Resources
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-19.8%
3yr Return
-
1yr Return
-
Total Assets
$411K
6M Money Flow
$87K
Emerging Markets Bond
Expense Ratio
1.62%
TTM Yield
7.2%
3yr Sharpe
-0.20
YTD Return
1.5%
3yr Return
4.8%
1yr Return
3.6%
Total Assets
$420K
6M Money Flow
-$294K