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

Equity Hedgedor search across All Categories

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 106 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 Return ▼Total Assets6M Money Flow
Equity Hedged
Expense Ratio
1.22%
TTM Yield
2.5%
3yr Sharpe
-0.45
YTD Return
19.3%
3yr Return
8.7%
1yr Return
12.6%
Total Assets
$359M
6M Money Flow
-$17M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
3.9%
3yr Sharpe
-0.77
YTD Return
4.1%
3yr Return
1.5%
1yr Return
9.3%
Total Assets
$24M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
0.63%
TTM Yield
0.0%
3yr Sharpe
-0.30
YTD Return
3.3%
3yr Return
6.6%
1yr Return
7.6%
Total Assets
$366M
6M Money Flow
$89M
Equity Hedged
Expense Ratio
1.94%
TTM Yield
0.8%
3yr Sharpe
0.05
YTD Return
-6.7%
3yr Return
7.7%
1yr Return
7.3%
Total Assets
$38M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
1.62%
TTM Yield
0.8%
3yr Sharpe
-0.38
YTD Return
7.1%
3yr Return
11.6%
1yr Return
7.0%
Total Assets
$59M
6M Money Flow
-$7M
Equity Hedged
Expense Ratio
0.59%
TTM Yield
0.8%
3yr Sharpe
0.20
YTD Return
-5.1%
3yr Return
14.5%
1yr Return
6.2%
Total Assets
$5B
6M Money Flow
$466M
Equity Hedged
Expense Ratio
0.44%
TTM Yield
1.3%
3yr Sharpe
0.55
YTD Return
-6.4%
3yr Return
22.8%
1yr Return
6.1%
Total Assets
$386M
6M Money Flow
$199M
Equity Hedged
Expense Ratio
0.68%
TTM Yield
9.1%
3yr Sharpe
0.27
YTD Return
-10.5%
3yr Return
16.2%
1yr Return
6.0%
Total Assets
$273M
6M Money Flow
-$39M
Equity Hedged
Expense Ratio
0.49%
TTM Yield
2.8%
3yr Sharpe
-0.35
YTD Return
-3.3%
3yr Return
-2.3%
1yr Return
5.7%
Total Assets
$243M
6M Money Flow
-$33M
Equity Hedged
Expense Ratio
2.26%
TTM Yield
1.1%
3yr Sharpe
-0.52
YTD Return
5.5%
3yr Return
-5.3%
1yr Return
5.5%
Total Assets
$7M
6M Money Flow
$602K
Equity Hedged
Expense Ratio
2.04%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
2.6%
3yr Return
15.5%
1yr Return
5.2%
Total Assets
$79M
6M Money Flow
-$22M
Equity Hedged
Expense Ratio
0.85%
TTM Yield
0.3%
3yr Sharpe
0.16
YTD Return
-5.5%
3yr Return
15.2%
1yr Return
4.9%
Total Assets
$26M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
0.88%
TTM Yield
0.5%
3yr Sharpe
0.20
YTD Return
-4.6%
3yr Return
16.2%
1yr Return
4.7%
Total Assets
$352M
6M Money Flow
$73M
Equity Hedged
Expense Ratio
1.18%
TTM Yield
1.0%
3yr Sharpe
-0.84
YTD Return
6.8%
3yr Return
-7.2%
1yr Return
4.7%
Total Assets
$66M
6M Money Flow
-$61M
Equity Hedged
Expense Ratio
1.56%
TTM Yield
0.0%
3yr Sharpe
-0.28
YTD Return
-6.5%
3yr Return
0.2%
1yr Return
4.2%
Total Assets
$36M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
1.41%
TTM Yield
0.1%
3yr Sharpe
0.83
YTD Return
-7.1%
3yr Return
23.5%
1yr Return
4.1%
Total Assets
$178M
6M Money Flow
$2M
Equity Hedged
Expense Ratio
0.50%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-7.6%
3yr Return
-
1yr Return
4.1%
Total Assets
$3B
6M Money Flow
$1B
Equity Hedged
Expense Ratio
0.50%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-7.4%
3yr Return
-
1yr Return
3.9%
Total Assets
$306M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
0.55%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-7.4%
3yr Return
-
1yr Return
3.8%
Total Assets
$290M
6M Money Flow
$43M
Equity Hedged
Expense Ratio
1.54%
TTM Yield
0.0%
3yr Sharpe
0.23
YTD Return
-6.1%
3yr Return
15.0%
1yr Return
3.8%
Total Assets
$51M
6M Money Flow
-$99K
Equity Hedged
Expense Ratio
1.13%
TTM Yield
0.4%
3yr Sharpe
0.18
YTD Return
-7.9%
3yr Return
13.2%
1yr Return
3.7%
Total Assets
$89M
6M Money Flow
-$2M
Equity Hedged
Expense Ratio
0.51%
TTM Yield
5.2%
3yr Sharpe
-0.34
YTD Return
0.0%
3yr Return
7.5%
1yr Return
3.6%
Total Assets
$485M
6M Money Flow
$33M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
0.8%
3yr Sharpe
0.17
YTD Return
-7.5%
3yr Return
13.7%
1yr Return
3.6%
Total Assets
$3B
6M Money Flow
-$124M
Equity Hedged
Expense Ratio
1.52%
TTM Yield
2.2%
3yr Sharpe
0.22
YTD Return
-7.5%
3yr Return
14.1%
1yr Return
3.4%
Total Assets
$70M
6M Money Flow
-$13M
Equity Hedged
Expense Ratio
1.25%
TTM Yield
1.5%
3yr Sharpe
0.22
YTD Return
-1.7%
3yr Return
12.5%
1yr Return
3.4%
Total Assets
$231M
6M Money Flow
$40M
Equity Hedged
Expense Ratio
0.79%
TTM Yield
0.5%
3yr Sharpe
0.36
YTD Return
-9.2%
3yr Return
18.7%
1yr Return
3.3%
Total Assets
$2B
6M Money Flow
$370M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-7.7%
3yr Return
-
1yr Return
3.3%
Total Assets
$3B
6M Money Flow
-$123M
Equity Hedged
Expense Ratio
1.43%
TTM Yield
3.2%
3yr Sharpe
-0.71
YTD Return
-1.9%
3yr Return
1.9%
1yr Return
3.2%
Total Assets
$163M
6M Money Flow
-$6M
Equity Hedged
Expense Ratio
1.32%
TTM Yield
1.0%
3yr Sharpe
-0.10
YTD Return
-6.4%
3yr Return
6.0%
1yr Return
3.0%
Total Assets
$130M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
0.25%
TTM Yield
9.8%
3yr Sharpe
0.26
YTD Return
-9.7%
3yr Return
19.2%
1yr Return
3.0%
Total Assets
$2M
6M Money Flow
$428K
Equity Hedged
Expense Ratio
2.00%
TTM Yield
3.8%
3yr Sharpe
-1.56
YTD Return
0.7%
3yr Return
9.1%
1yr Return
3.0%
Total Assets
$57M
6M Money Flow
-$26M
Equity Hedged
Expense Ratio
1.10%
TTM Yield
6.7%
3yr Sharpe
-0.03
YTD Return
-14.3%
3yr Return
3.4%
1yr Return
2.9%
Total Assets
$629M
6M Money Flow
-$50M
Equity Hedged
Expense Ratio
1.33%
TTM Yield
0.1%
3yr Sharpe
0.49
YTD Return
-7.5%
3yr Return
16.2%
1yr Return
2.8%
Total Assets
$670M
6M Money Flow
$44M
Equity Hedged
Expense Ratio
1.28%
TTM Yield
0.9%
3yr Sharpe
0.13
YTD Return
-5.9%
3yr Return
10.0%
1yr Return
2.8%
Total Assets
$49M
6M Money Flow
-$4M
Equity Hedged
Expense Ratio
0.90%
TTM Yield
0.5%
3yr Sharpe
0.22
YTD Return
-6.6%
3yr Return
13.4%
1yr Return
2.4%
Total Assets
$719M
6M Money Flow
-$915K
Equity Hedged
Expense Ratio
0.70%
TTM Yield
0.7%
3yr Sharpe
0.14
YTD Return
-7.7%
3yr Return
10.3%
1yr Return
2.2%
Total Assets
$6B
6M Money Flow
-$59M
Equity Hedged
Expense Ratio
0.58%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
-9.9%
3yr Return
18.7%
1yr Return
2.0%
Total Assets
$19B
6M Money Flow
$529M
Equity Hedged
Expense Ratio
2.69%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
2.0%
Total Assets
$2M
6M Money Flow
-$692K
Equity Hedged
Expense Ratio
0.25%
TTM Yield
1.5%
3yr Sharpe
0.26
YTD Return
-9.2%
3yr Return
17.0%
1yr Return
2.0%
Total Assets
$3M
6M Money Flow
$731K
Equity Hedged
Expense Ratio
0.60%
TTM Yield
2.8%
3yr Sharpe
0.29
YTD Return
2.7%
3yr Return
15.8%
1yr Return
1.9%
Total Assets
$181M
6M Money Flow
-$4M
Equity Hedged
Expense Ratio
1.27%
TTM Yield
0.1%
3yr Sharpe
-0.06
YTD Return
-5.8%
3yr Return
6.1%
1yr Return
1.3%
Total Assets
$618M
6M Money Flow
-$55M
Equity Hedged
Expense Ratio
1.33%
TTM Yield
3.2%
3yr Sharpe
-0.08
YTD Return
-7.7%
3yr Return
5.3%
1yr Return
1.3%
Total Assets
$18M
6M Money Flow
-$1M