Conservative Allocationor search across All Categories
Statistics as of Apr 04, 2025
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Found total of 47 distinct funds
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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 Ratio | TTM Yield | 3yr Sharpe ▲ | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.67% | TTM Yield 3.9% | 3yr Sharpe -0.95 | YTD Return 1.9% | 3yr Return 0.8% | 1yr Return 2.1% | Total Assets $201M | 6M Money Flow $45M | |
Expense Ratio 2.26% | ||||||||
Expense Ratio 2.25% | TTM Yield 2.0% | 3yr Sharpe -0.57 | YTD Return 1.0% | 3yr Return 1.6% | 1yr Return 4.3% | Total Assets $218M | 6M Money Flow -$54K | |
Expense Ratio 1.09% | TTM Yield 4.4% | 3yr Sharpe -0.56 | YTD Return 0.1% | 3yr Return 4.1% | 1yr Return 2.8% | Total Assets $22M | 6M Money Flow -$708K | |
Expense Ratio 1.47% | ||||||||
Expense Ratio 2.41% | TTM Yield 2.1% | 3yr Sharpe -0.50 | YTD Return 6.5% | 3yr Return -8.0% | 1yr Return 2.2% | Total Assets $34M | 6M Money Flow $7M | |
Expense Ratio 2.01% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.5% | 3yr Sharpe -0.46 | YTD Return 1.1% | 3yr Return 3.5% | 1yr Return 4.8% | Total Assets $93M | 6M Money Flow -$13M | |
Expense Ratio 1.79% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.99% | TTM Yield 2.8% | 3yr Sharpe -0.41 | YTD Return -1.4% | 3yr Return 0.7% | 1yr Return 1.8% | Total Assets $39M | 6M Money Flow -$4M | |
Expense Ratio 1.01% | TTM Yield 4.0% | 3yr Sharpe -0.40 | YTD Return 0.8% | 3yr Return 2.3% | 1yr Return 4.3% | Total Assets $64M | 6M Money Flow -$10M | |
Expense Ratio 1.76% Expense Ratio 0.82% Expense Ratio 1.19% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.64% | TTM Yield 4.1% | 3yr Sharpe -0.37 | YTD Return -0.6% | 3yr Return 2.2% | 1yr Return 4.1% | Total Assets $430M | 6M Money Flow $1M | |
Expense Ratio 0.28% Expense Ratio 0.30% Expense Ratio 1.39% Expense Ratio 0.95% | ||||||||
Expense Ratio 0.83% | TTM Yield 3.7% | 3yr Sharpe -0.37 | YTD Return 0.6% | 3yr Return 4.3% | 1yr Return 4.2% | Total Assets $266M | 6M Money Flow -$30M | |
Expense Ratio 0.53% Expense Ratio 0.93% Expense Ratio 0.59% Expense Ratio 1.18% | ||||||||
Expense Ratio 3.10% | TTM Yield 12.3% | 3yr Sharpe -0.35 | YTD Return -4.1% | 3yr Return -15.1% | 1yr Return 7.3% | Total Assets $791M | 6M Money Flow -$33M | |
Expense Ratio 0.72% | TTM Yield 3.2% | 3yr Sharpe -0.34 | YTD Return -0.9% | 3yr Return 4.2% | 1yr Return 3.7% | Total Assets $363M | 6M Money Flow -$22M | |
Expense Ratio 1.22% | ||||||||
Expense Ratio 0.54% | TTM Yield 3.2% | 3yr Sharpe -0.33 | YTD Return -0.9% | 3yr Return 3.6% | 1yr Return 3.8% | Total Assets $244M | 6M Money Flow -$21M | |
Expense Ratio 0.29% | ||||||||
Expense Ratio 1.01% | TTM Yield 4.0% | 3yr Sharpe -0.33 | YTD Return -1.8% | 3yr Return 4.3% | 1yr Return 2.0% | Total Assets $48M | 6M Money Flow -$799K | |
Expense Ratio 1.40% | ||||||||
Expense Ratio 0.90% | TTM Yield 3.3% | 3yr Sharpe -0.33 | YTD Return 0.4% | 3yr Return 5.7% | 1yr Return 4.3% | Total Assets $310M | 6M Money Flow -$28M | |
Expense Ratio 0.65% Expense Ratio 1.61% Expense Ratio 1.10% Expense Ratio 0.10% | ||||||||
Expense Ratio 1.11% | TTM Yield 4.3% | 3yr Sharpe -0.33 | YTD Return -1.5% | 3yr Return 3.1% | 1yr Return 3.2% | Total Assets $125M | 6M Money Flow -$11M | |
Expense Ratio 1.86% Expense Ratio 0.86% | ||||||||
Expense Ratio 0.96% | TTM Yield 3.3% | 3yr Sharpe -0.32 | YTD Return 0.0% | 3yr Return 4.3% | 1yr Return 4.4% | Total Assets $148M | 6M Money Flow -$13M | |
Expense Ratio 0.71% Expense Ratio 1.71% | ||||||||
Expense Ratio 0.11% | TTM Yield 3.8% | 3yr Sharpe -0.32 | YTD Return 0.5% | 3yr Return 4.8% | 1yr Return 4.8% | Total Assets $4B | 6M Money Flow -$157M | |
Expense Ratio 0.49% | TTM Yield 3.4% | 3yr Sharpe -0.32 | YTD Return -0.5% | 3yr Return 5.4% | 1yr Return 3.6% | Total Assets $5B | 6M Money Flow $54M | |
Expense Ratio 0.46% Expense Ratio 0.77% Expense Ratio 1.02% Expense Ratio 0.52% Expense Ratio 1.52% | ||||||||
Expense Ratio 0.77% | TTM Yield 3.3% | 3yr Sharpe -0.30 | YTD Return 0.6% | 3yr Return 4.2% | 1yr Return 4.7% | Total Assets $173M | 6M Money Flow -$13M | |
Expense Ratio 0.87% Expense Ratio 0.57% Expense Ratio 1.07% Expense Ratio 1.02% Expense Ratio 1.27% Expense Ratio 0.67% Expense Ratio 0.67% | ||||||||
Expense Ratio 0.26% | TTM Yield 0.4% | 3yr Sharpe -0.28 | YTD Return -1.0% | 3yr Return 5.0% | 1yr Return 4.5% | Total Assets $97M | 6M Money Flow -$3M | |
Expense Ratio 0.24% Expense Ratio 0.51% Expense Ratio 0.76% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.37% | TTM Yield 3.2% | 3yr Sharpe -0.25 | YTD Return -1.2% | 3yr Return 4.8% | 1yr Return 2.4% | Total Assets $1B | 6M Money Flow $136M | |
Expense Ratio 0.02% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.62% | TTM Yield 5.4% | 3yr Sharpe -0.25 | YTD Return 0.4% | 3yr Return 10.6% | 1yr Return 3.6% | Total Assets $458M | 6M Money Flow -$45M | |
Expense Ratio 0.52% | ||||||||
Expense Ratio 0.85% | TTM Yield 3.1% | 3yr Sharpe -0.24 | YTD Return -0.6% | 3yr Return 5.2% | 1yr Return 4.3% | Total Assets $2B | 6M Money Flow -$156M | |
Expense Ratio 1.00% Expense Ratio 0.73% Expense Ratio 1.80% Expense Ratio 0.95% Expense Ratio 1.26% | ||||||||
Expense Ratio 1.18% | TTM Yield 4.7% | 3yr Sharpe -0.23 | YTD Return 1.9% | 3yr Return 3.5% | 1yr Return 6.0% | Total Assets $72M | 6M Money Flow -$8M | |
Expense Ratio 1.93% | ||||||||
Expense Ratio 0.97% | TTM Yield 3.9% | 3yr Sharpe -0.23 | YTD Return -0.2% | 3yr Return 4.5% | 1yr Return 4.7% | Total Assets $834M | 6M Money Flow -$102M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 0.70% Expense Ratio 0.65% Expense Ratio 1.22% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.9% | 3yr Sharpe -0.23 | YTD Return 1.1% | 3yr Return 5.2% | 1yr Return 5.0% | Total Assets $56M | 6M Money Flow -$5M | |
Expense Ratio 0.71% | TTM Yield 3.6% | 3yr Sharpe -0.21 | YTD Return -0.2% | 3yr Return 7.7% | 1yr Return 4.0% | Total Assets $76M | 6M Money Flow $652K | |
Expense Ratio 0.69% Expense Ratio 0.44% Expense Ratio 0.52% Expense Ratio 0.59% | ||||||||
Expense Ratio 0.25% | TTM Yield 4.3% | 3yr Sharpe -0.21 | YTD Return -0.5% | 3yr Return 6.5% | 1yr Return 4.1% | Total Assets $2B | 6M Money Flow -$109M | |
Expense Ratio 0.61% Expense Ratio 0.21% Expense Ratio 1.32% Expense Ratio 0.31% Expense Ratio 0.68% Expense Ratio 0.46% Expense Ratio 0.26% | ||||||||
Expense Ratio 1.12% | TTM Yield 2.7% | 3yr Sharpe -0.21 | YTD Return -1.1% | 3yr Return 5.9% | 1yr Return 5.6% | Total Assets $10M | 6M Money Flow -$1M | |
Expense Ratio 1.27% Expense Ratio 2.02% | ||||||||
Expense Ratio 0.70% | TTM Yield 4.3% | 3yr Sharpe -0.20 | YTD Return -1.3% | 3yr Return 6.2% | 1yr Return 4.1% | Total Assets $947M | 6M Money Flow -$33M | |
Expense Ratio 0.95% | ||||||||
Expense Ratio 0.75% | TTM Yield 3.8% | 3yr Sharpe -0.18 | YTD Return -0.2% | 3yr Return 6.9% | 1yr Return 4.6% | Total Assets $339M | 6M Money Flow $8M | |
Expense Ratio 1.11% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.42% | TTM Yield 4.1% | 3yr Sharpe -0.18 | YTD Return -1.1% | 3yr Return 7.7% | 1yr Return 3.7% | Total Assets $394M | 6M Money Flow -$26M | |
Expense Ratio 0.17% | ||||||||
Expense Ratio 0.77% | TTM Yield 3.2% | 3yr Sharpe -0.16 | YTD Return 5.6% | 3yr Return 8.9% | 1yr Return 11.1% | Total Assets $197M | 6M Money Flow $2M | |
Expense Ratio 0.96% | TTM Yield 3.0% | 3yr Sharpe -0.15 | YTD Return -1.6% | 3yr Return 8.0% | 1yr Return 3.0% | Total Assets $153M | 6M Money Flow $15M | |
Expense Ratio 0.89% Expense Ratio 1.23% | ||||||||
Expense Ratio 0.60% | TTM Yield 4.0% | 3yr Sharpe -0.15 | YTD Return 0.6% | 3yr Return 8.8% | 1yr Return 5.1% | Total Assets $207M | 6M Money Flow -$3M | |
Expense Ratio 1.95% | TTM Yield 3.7% | 3yr Sharpe -0.14 | YTD Return 3.4% | 3yr Return 6.7% | 1yr Return 6.2% | Total Assets $2B | 6M Money Flow -$21M | |
Expense Ratio 2.05% Expense Ratio 2.40% Expense Ratio 2.10% | ||||||||
Expense Ratio 1.00% | TTM Yield 3.7% | 3yr Sharpe -0.11 | YTD Return -2.1% | 3yr Return 7.3% | 1yr Return 3.9% | Total Assets $553M | 6M Money Flow -$10M | |
Expense Ratio 0.75% Expense Ratio 0.67% Expense Ratio 1.75% Expense Ratio 1.25% Expense Ratio 0.74% | ||||||||
Expense Ratio 0.38% | TTM Yield 5.8% | 3yr Sharpe -0.09 | YTD Return 1.1% | 3yr Return 9.8% | 1yr Return 5.4% | Total Assets $772M | 6M Money Flow -$3M | |
Expense Ratio 0.63% Expense Ratio 0.33% Expense Ratio 1.38% | ||||||||
Expense Ratio 2.51% | TTM Yield 6.7% | 3yr Sharpe -0.09 | YTD Return -2.2% | 3yr Return 6.3% | 1yr Return 0.9% | Total Assets $39M | 6M Money Flow -$688K | |
Expense Ratio 0.24% | TTM Yield 3.6% | 3yr Sharpe -0.08 | YTD Return -1.3% | 3yr Return 9.7% | 1yr Return 3.5% | Total Assets $645M | 6M Money Flow -$39M | |
Expense Ratio 0.83% | TTM Yield 4.2% | 3yr Sharpe -0.06 | YTD Return -2.2% | 3yr Return 8.6% | 1yr Return 3.5% | Total Assets $217M | 6M Money Flow -$6M | |
Expense Ratio 0.58% Expense Ratio 1.58% Expense Ratio 1.08% Expense Ratio 0.45% Expense Ratio 0.55% | ||||||||
Expense Ratio 0.41% | TTM Yield 3.1% | 3yr Sharpe -0.05 | YTD Return 1.6% | 3yr Return 11.8% | 1yr Return 6.0% | Total Assets $729M | 6M Money Flow $52M | |