Aspiriant

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 4 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Intermediate Core-Plus Bond
Expense Ratio
1.08%
TTM Yield
5.9%
3yr Sharpe
-0.33
YTD Return
3.4%
3yr Return
7.8%
1yr Return
6.8%
Total Assets
$285M
6M Money Flow
-$30M
Multistrategy
Expense Ratio
4.13%
TTM Yield
4.6%
3yr Sharpe
-0.05
YTD Return
2.2%
3yr Return
10.8%
1yr Return
4.6%
Total Assets
$952M
6M Money Flow
-$176M
Muni National Interm
Expense Ratio
0.47%
TTM Yield
2.8%
3yr Sharpe
-0.56
YTD Return
-0.2%
3yr Return
4.5%
1yr Return
1.6%
Total Assets
$1B
6M Money Flow
-$32M
Global Large-Stock Blend
Expense Ratio
0.98%
TTM Yield
1.6%
3yr Sharpe
0.33
YTD Return
-4.8%
3yr Return
15.8%
1yr Return
2.8%
Total Assets
$1B
6M Money Flow
-$127M