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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 SharpeYTD Return3yr Return1yr ReturnTotal Assets ▼6M Money Flow
Large Blend
Expense Ratio
0.02%
TTM Yield
1.5%
3yr Sharpe
0.24
YTD Return
-13.9%
3yr Return
12.9%
1yr Return
-1.1%
Total Assets
$2T
6M Money Flow
-$3B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.5%
3yr Sharpe
0.24
YTD Return
-14.0%
3yr Return
12.8%
1yr Return
-1.1%
Total Assets
$2T
6M Money Flow
-$3B
Large Blend
Expense Ratio
0.04%
TTM Yield
1.5%
3yr Sharpe
0.30
YTD Return
-13.4%
3yr Return
15.8%
1yr Return
-0.1%
Total Assets
$1T
6M Money Flow
$78B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.5%
3yr Sharpe
0.30
YTD Return
-13.3%
3yr Return
16.1%
1yr Return
0.1%
Total Assets
$1T
6M Money Flow
$78B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.5%
3yr Sharpe
0.30
YTD Return
-13.4%
3yr Return
16.0%
1yr Return
-0.1%
Total Assets
$598B
6M Money Flow
$11B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.5%
3yr Sharpe
0.30
YTD Return
-13.5%
3yr Return
15.8%
1yr Return
-0.2%
Total Assets
$527B
6M Money Flow
$61B
Large Blend
Expense Ratio
0.09%
TTM Yield
1.4%
3yr Sharpe
0.30
YTD Return
-13.5%
3yr Return
15.6%
1yr Return
-0.3%
Total Assets
$512B
6M Money Flow
-$2B
Foreign Large Blend
Expense Ratio
0.09%
TTM Yield
3.3%
3yr Sharpe
0.02
YTD Return
-1.9%
3yr Return
4.7%
1yr Return
-0.5%
Total Assets
$455B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.05%
TTM Yield
3.4%
3yr Sharpe
0.02
YTD Return
-2.2%
3yr Return
4.1%
1yr Return
-0.8%
Total Assets
$455B
6M Money Flow
$5B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.7%
3yr Sharpe
-0.54
YTD Return
3.6%
3yr Return
2.6%
1yr Return
6.3%
Total Assets
$355B
6M Money Flow
$15B
Intermediate Core Bond
Expense Ratio
0.05%
TTM Yield
3.7%
3yr Sharpe
-0.55
YTD Return
3.7%
3yr Return
2.7%
1yr Return
6.3%
Total Assets
$355B
6M Money Flow
$15B
Intermediate Core Bond
Expense Ratio
0.02%
TTM Yield
3.8%
3yr Sharpe
-0.54
YTD Return
3.6%
3yr Return
2.7%
1yr Return
6.4%
Total Assets
$318B
6M Money Flow
$12B
Large Growth
Expense Ratio
0.30%
TTM Yield
0.9%
3yr Sharpe
0.25
YTD Return
-15.3%
3yr Return
14.2%
1yr Return
-1.7%
Total Assets
$311B
6M Money Flow
-$11B
Large Growth
Expense Ratio
0.61%
TTM Yield
0.5%
3yr Sharpe
0.23
YTD Return
-15.4%
3yr Return
13.1%
1yr Return
-2.0%
Total Assets
$298B
6M Money Flow
-$11B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.5%
3yr Sharpe
0.31
YTD Return
-13.4%
3yr Return
16.4%
1yr Return
-0.1%
Total Assets
$293B
6M Money Flow
-$11B
Large Growth
Expense Ratio
0.20%
TTM Yield
0.7%
3yr Sharpe
0.26
YTD Return
-17.2%
3yr Return
16.8%
1yr Return
-2.3%
Total Assets
$267B
6M Money Flow
$15B
Large Growth
Expense Ratio
0.05%
TTM Yield
0.6%
3yr Sharpe
0.25
YTD Return
-18.5%
3yr Return
15.7%
1yr Return
-0.6%
Total Assets
$261B
6M Money Flow
$8B
Large Growth
Expense Ratio
0.04%
TTM Yield
0.6%
3yr Sharpe
0.25
YTD Return
-18.5%
3yr Return
15.8%
1yr Return
-0.6%
Total Assets
$261B
6M Money Flow
$8B
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.2%
3yr Sharpe
0.18
YTD Return
-5.7%
3yr Return
12.4%
1yr Return
3.3%
Total Assets
$241B
6M Money Flow
-$3B
Foreign Large Blend
Expense Ratio
0.05%
TTM Yield
3.3%
3yr Sharpe
0.06
YTD Return
-1.4%
3yr Return
6.3%
1yr Return
-2.2%
Total Assets
$205B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
3.3%
3yr Sharpe
0.06
YTD Return
-1.2%
3yr Return
6.6%
1yr Return
-2.1%
Total Assets
$205B
6M Money Flow
$5B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.5%
3yr Sharpe
0.39
YTD Return
-8.5%
3yr Return
18.6%
1yr Return
2.1%
Total Assets
$196B
6M Money Flow
-$5B
Large Value
Expense Ratio
0.04%
TTM Yield
2.5%
3yr Sharpe
0.27
YTD Return
-6.8%
3yr Return
14.5%
1yr Return
0.7%
Total Assets
$191B
6M Money Flow
$6B
Large Value
Expense Ratio
0.05%
TTM Yield
2.4%
3yr Sharpe
0.27
YTD Return
-6.8%
3yr Return
14.4%
1yr Return
0.7%
Total Assets
$191B
6M Money Flow
$6B
Multisector Bond
Expense Ratio
0.83%
TTM Yield
6.2%
3yr Sharpe
0.05
YTD Return
3.3%
3yr Return
14.5%
1yr Return
7.5%
Total Assets
$182B
6M Money Flow
$12B
Mid-Cap Blend
Expense Ratio
0.05%
TTM Yield
1.8%
3yr Sharpe
0.01
YTD Return
-10.9%
3yr Return
2.3%
1yr Return
-2.4%
Total Assets
$175B
6M Money Flow
$2B
Mid-Cap Blend
Expense Ratio
0.04%
TTM Yield
1.8%
3yr Sharpe
0.01
YTD Return
-10.9%
3yr Return
2.3%
1yr Return
-2.3%
Total Assets
$175B
6M Money Flow
$2B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.2%
3yr Sharpe
0.48
YTD Return
-11.9%
3yr Return
23.7%
1yr Return
1.2%
Total Assets
$156B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.31%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-13.3%
3yr Return
15.8%
1yr Return
-2.3%
Total Assets
$148B
6M Money Flow
$14B
Global Large-Stock Growth
Expense Ratio
0.73%
TTM Yield
0.7%
3yr Sharpe
0.08
YTD Return
-10.6%
3yr Return
5.2%
1yr Return
-2.5%
Total Assets
$147B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.63%
TTM Yield
0.1%
3yr Sharpe
0.51
YTD Return
-13.0%
3yr Return
29.3%
1yr Return
0.9%
Total Assets
$145B
6M Money Flow
-$3B
Small Blend
Expense Ratio
0.05%
TTM Yield
1.7%
3yr Sharpe
-0.07
YTD Return
-16.1%
3yr Return
-1.9%
1yr Return
-8.1%
Total Assets
$143B
6M Money Flow
$1B
Small Blend
Expense Ratio
0.05%
TTM Yield
1.7%
3yr Sharpe
-0.06
YTD Return
-16.1%
3yr Return
-1.8%
1yr Return
-8.2%
Total Assets
$143B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.58%
TTM Yield
1.3%
3yr Sharpe
0.36
YTD Return
-12.1%
3yr Return
18.7%
1yr Return
-1.6%
Total Assets
$142B
6M Money Flow
-$5B
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
4.2%
3yr Sharpe
0.14
YTD Return
-1.5%
3yr Return
10.8%
1yr Return
5.9%
Total Assets
$130B
6M Money Flow
-$4B
Foreign Large Growth
Expense Ratio
0.47%
TTM Yield
1.7%
3yr Sharpe
-0.07
YTD Return
-5.4%
3yr Return
-0.9%
1yr Return
-6.7%
Total Assets
$130B
6M Money Flow
-$9B
Global Large-Stock Blend
Expense Ratio
0.74%
TTM Yield
1.9%
3yr Sharpe
0.19
YTD Return
-8.5%
3yr Return
10.8%
1yr Return
-2.5%
Total Assets
$127B
6M Money Flow
-$4B
Global Bond-USD Hedged
Expense Ratio
0.07%
TTM Yield
4.4%
3yr Sharpe
-0.52
YTD Return
0.9%
3yr Return
4.9%
1yr Return
4.7%
Total Assets
$126B
6M Money Flow
$2B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.7%
3yr Sharpe
-0.54
YTD Return
3.6%
3yr Return
2.6%
1yr Return
6.3%
Total Assets
$126B
6M Money Flow
$5B
Large Value
Expense Ratio
0.51%
TTM Yield
1.6%
3yr Sharpe
0.28
YTD Return
-6.6%
3yr Return
14.7%
1yr Return
0.4%
Total Assets
$119B
6M Money Flow
-$3B
Large Value
Expense Ratio
0.41%
TTM Yield
1.8%
3yr Sharpe
0.29
YTD Return
-6.6%
3yr Return
15.1%
1yr Return
0.5%
Total Assets
$118B
6M Money Flow
-$3B
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
3.5%
3yr Sharpe
0.11
YTD Return
-1.0%
3yr Return
8.3%
1yr Return
-1.7%
Total Assets
$118B
6M Money Flow
$3B