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Statistics as of May 27, 2025
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Found total of 54 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 5.21% | TTM Yield 10.7% | 3yr Sharpe 0.11 | YTD Return 7.6% | 3yr Return 22.6% | 1yr Return 19.8% | Total Assets $476M | 6M Money Flow - | |
Expense Ratio 5.20% | TTM Yield 10.2% | 3yr Sharpe 0.21 | YTD Return 4.2% | 3yr Return 24.4% | 1yr Return 21.0% | Total Assets $3B | 6M Money Flow - | |
Expense Ratio 2.48% | TTM Yield 9.9% | 3yr Sharpe 0.10 | YTD Return -2.6% | 3yr Return 19.7% | 1yr Return 7.4% | Total Assets $1B | 6M Money Flow $151M | |
Expense Ratio 5.19% | TTM Yield 9.5% | 3yr Sharpe 0.06 | YTD Return -1.7% | 3yr Return 8.3% | 1yr Return 2.7% | Total Assets $332M | 6M Money Flow -$14M | |
Expense Ratio 5.17% | TTM Yield 9.4% | 3yr Sharpe 0.05 | YTD Return -2.5% | 3yr Return 10.1% | 1yr Return 4.4% | Total Assets $415M | 6M Money Flow -$17M | |
Expense Ratio 5.14% | TTM Yield 9.3% | 3yr Sharpe -0.07 | YTD Return -1.9% | 3yr Return 6.4% | 1yr Return 1.6% | Total Assets $444M | 6M Money Flow - | |
Expense Ratio 4.97% | TTM Yield 8.9% | 3yr Sharpe 0.11 | YTD Return 6.9% | 3yr Return 21.0% | 1yr Return 14.1% | Total Assets $277M | 6M Money Flow -$88K | |
Expense Ratio 4.92% | TTM Yield 8.3% | 3yr Sharpe 0.07 | YTD Return 4.1% | 3yr Return 24.2% | 1yr Return 8.5% | Total Assets $1B | 6M Money Flow - | |
Expense Ratio 0.40% | TTM Yield 8.2% | 3yr Sharpe -0.15 | YTD Return -1.3% | 3yr Return 6.0% | 1yr Return 3.6% | Total Assets $2B | 6M Money Flow -$114M | |
Expense Ratio 0.45% | TTM Yield 8.1% | 3yr Sharpe 0.00 | YTD Return -0.3% | 3yr Return 12.0% | 1yr Return 6.3% | Total Assets $92M | 6M Money Flow -$21M | |
Expense Ratio 4.47% | TTM Yield 7.8% | 3yr Sharpe -0.01 | YTD Return 4.2% | 3yr Return 18.3% | 1yr Return 14.0% | Total Assets $1B | 6M Money Flow -$202K | |
Expense Ratio 4.28% | TTM Yield 7.8% | 3yr Sharpe 0.03 | YTD Return 1.5% | 3yr Return 13.4% | 1yr Return 8.6% | Total Assets $254M | 6M Money Flow - | |
Expense Ratio 4.22% | TTM Yield 7.7% | 3yr Sharpe 0.07 | YTD Return 3.8% | 3yr Return 22.6% | 1yr Return 11.4% | Total Assets $628M | 6M Money Flow -$56K | |
Expense Ratio 0.25% | TTM Yield 7.6% | 3yr Sharpe -0.02 | YTD Return -0.2% | 3yr Return 12.5% | 1yr Return 4.6% | Total Assets $304M | 6M Money Flow $34M | |
Expense Ratio 0.45% | TTM Yield 7.4% | 3yr Sharpe -0.26 | YTD Return -1.6% | 3yr Return 5.0% | 1yr Return 0.4% | Total Assets $498M | 6M Money Flow $67M | |
Expense Ratio 4.89% | TTM Yield 7.0% | 3yr Sharpe -0.15 | YTD Return 3.6% | 3yr Return 6.8% | 1yr Return 16.1% | Total Assets $813M | 6M Money Flow - | |
Expense Ratio 5.11% | TTM Yield 6.9% | 3yr Sharpe -0.12 | YTD Return 2.6% | 3yr Return 5.7% | 1yr Return 15.1% | Total Assets $449M | 6M Money Flow $105K | |
Expense Ratio 0.45% | TTM Yield 6.9% | 3yr Sharpe -0.17 | YTD Return -2.4% | 3yr Return 1.2% | 1yr Return 0.3% | Total Assets $814M | 6M Money Flow -$33M | |
Expense Ratio 0.48% | TTM Yield 6.8% | 3yr Sharpe -0.37 | YTD Return -3.3% | 3yr Return -1.3% | 1yr Return 2.3% | Total Assets $131M | 6M Money Flow -$12M | |
Expense Ratio 5.41% | TTM Yield 6.8% | 3yr Sharpe -0.11 | YTD Return 1.3% | 3yr Return 4.1% | 1yr Return 16.1% | Total Assets $190M | 6M Money Flow -$6M | |
Expense Ratio 0.46% | TTM Yield 6.7% | 3yr Sharpe -0.17 | YTD Return -1.9% | 3yr Return 4.5% | 1yr Return 2.1% | Total Assets $14B | 6M Money Flow -$790M | |
Expense Ratio 5.48% | TTM Yield 6.7% | 3yr Sharpe -0.15 | YTD Return 2.0% | 3yr Return 9.8% | 1yr Return 15.9% | Total Assets $129M | 6M Money Flow - | |
Expense Ratio 0.23% | TTM Yield 6.6% | 3yr Sharpe -0.24 | YTD Return -2.5% | 3yr Return 0.1% | 1yr Return 1.4% | Total Assets $2B | 6M Money Flow -$64M | |
Expense Ratio 5.10% | TTM Yield 6.6% | 3yr Sharpe -0.14 | YTD Return 0.1% | 3yr Return 4.7% | 1yr Return 14.3% | Total Assets $156M | 6M Money Flow - | |
Expense Ratio 0.47% | TTM Yield 6.4% | 3yr Sharpe -0.24 | YTD Return -1.9% | 3yr Return -0.3% | 1yr Return -0.3% | Total Assets $87M | 6M Money Flow -$14M | |
Expense Ratio 0.54% | TTM Yield 6.4% | 3yr Sharpe -0.14 | YTD Return -1.9% | 3yr Return 2.3% | 1yr Return 1.0% | Total Assets $779M | 6M Money Flow -$101M | |
Expense Ratio 0.51% | TTM Yield 6.2% | 3yr Sharpe -0.18 | YTD Return -2.8% | 3yr Return 1.0% | 1yr Return 1.4% | Total Assets $4B | 6M Money Flow -$226M | |
Expense Ratio 0.32% | TTM Yield 6.2% | 3yr Sharpe -0.10 | YTD Return -2.3% | 3yr Return 10.0% | 1yr Return 1.6% | Total Assets $67M | 6M Money Flow -$14M | |
Expense Ratio 0.54% | TTM Yield 6.2% | 3yr Sharpe 0.00 | YTD Return 0.6% | 3yr Return 13.9% | 1yr Return 6.0% | Total Assets $78M | 6M Money Flow $29M | |
Expense Ratio 0.74% | TTM Yield 5.9% | 3yr Sharpe - | YTD Return 1.5% | 3yr Return - | 1yr Return 7.5% | Total Assets $189M | 6M Money Flow $39M | |
Expense Ratio 0.85% | TTM Yield 5.9% | 3yr Sharpe -0.03 | YTD Return 1.2% | 3yr Return 14.8% | 1yr Return 7.3% | Total Assets $6B | 6M Money Flow -$20M | |
Expense Ratio 0.78% | TTM Yield 5.9% | 3yr Sharpe 0.00 | YTD Return 2.6% | 3yr Return 16.3% | 1yr Return 8.1% | Total Assets $5B | 6M Money Flow -$92M | |
Expense Ratio 0.70% Expense Ratio 1.03% Expense Ratio 1.78% | ||||||||
Expense Ratio 0.50% | TTM Yield 5.9% | 3yr Sharpe 0.26 | YTD Return 2.1% | 3yr Return 24.0% | 1yr Return 7.3% | Total Assets $2B | 6M Money Flow $211M | |
Expense Ratio 1.02% | TTM Yield 5.8% | 3yr Sharpe -0.14 | YTD Return -1.2% | 3yr Return 7.0% | 1yr Return 4.1% | Total Assets $12M | 6M Money Flow $197K | |
Expense Ratio 0.85% | TTM Yield 5.7% | 3yr Sharpe 0.06 | YTD Return 2.0% | 3yr Return 18.7% | 1yr Return 7.9% | Total Assets $2B | 6M Money Flow -$339K | |
Expense Ratio 1.06% | TTM Yield 5.7% | 3yr Sharpe -0.06 | YTD Return 1.1% | 3yr Return 14.6% | 1yr Return 6.9% | Total Assets $205M | 6M Money Flow -$32M | |
Expense Ratio 1.41% Expense Ratio 2.16% Expense Ratio 1.31% Expense Ratio 1.66% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.6% | 3yr Sharpe 0.10 | YTD Return 2.6% | 3yr Return 20.2% | 1yr Return 8.9% | Total Assets $1B | 6M Money Flow -$94M | |
Expense Ratio 0.55% | TTM Yield 5.6% | 3yr Sharpe 0.09 | YTD Return 1.9% | 3yr Return 19.6% | 1yr Return 7.9% | Total Assets $1B | 6M Money Flow $63M | |
Expense Ratio 0.60% Expense Ratio 0.85% Expense Ratio 1.35% | ||||||||
Expense Ratio 0.85% | TTM Yield 5.5% | 3yr Sharpe -0.05 | YTD Return 1.5% | 3yr Return 14.7% | 1yr Return 7.3% | Total Assets $8B | 6M Money Flow -$309M | |
Expense Ratio 0.78% Expense Ratio 1.13% Expense Ratio 1.78% Expense Ratio 0.79% Expense Ratio 1.28% | ||||||||
Expense Ratio 0.55% | TTM Yield 5.5% | 3yr Sharpe - | YTD Return 2.6% | 3yr Return - | 1yr Return 7.4% | Total Assets $60M | 6M Money Flow $12M | |
Expense Ratio 0.80% | TTM Yield 5.4% | 3yr Sharpe 0.00 | YTD Return 2.0% | 3yr Return 16.5% | 1yr Return 7.3% | Total Assets $5B | 6M Money Flow -$705M | |
Expense Ratio 0.71% Expense Ratio 1.04% Expense Ratio 1.80% Expense Ratio 1.03% Expense Ratio 0.96% Expense Ratio 1.27% | ||||||||
Expense Ratio 1.13% | TTM Yield 5.3% | 3yr Sharpe -0.04 | YTD Return 1.6% | 3yr Return 15.2% | 1yr Return 7.5% | Total Assets $757M | 6M Money Flow -$184M | |
Expense Ratio 1.23% Expense Ratio 1.48% Expense Ratio 1.28% Expense Ratio 2.23% | ||||||||