Aspiriant

Statistics as of May 27, 2025

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Found total of 4 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.46
YTD Return
4.4%
3yr Return
34.6%
1yr Return
9.8%
Total Assets
$1B
6M Money Flow
-$120M
Multistrategy
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
0.13
YTD Return
5.7%
3yr Return
16.5%
1yr Return
6.2%
Total Assets
$966M
6M Money Flow
-$147M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
5.9%
3yr Sharpe
-0.15
YTD Return
2.3%
3yr Return
9.3%
1yr Return
5.9%
Total Assets
$282M
6M Money Flow
-$39M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
-0.46
YTD Return
-2.3%
3yr Return
4.3%
1yr Return
-0.3%
Total Assets
$1B
6M Money Flow
-$89M