E-Valuator funds

Statistics as of May 27, 2025

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Found total of 6 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
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.8%
3yr Sharpe
-0.15
YTD Return
2.7%
3yr Return
12.7%
1yr Return
6.1%
Total Assets
$49M
6M Money Flow
-$874K
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.3%
3yr Sharpe
-0.41
YTD Return
2.4%
3yr Return
8.8%
1yr Return
5.1%
Total Assets
$22M
6M Money Flow
-$2M
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.02
YTD Return
2.9%
3yr Return
16.0%
1yr Return
6.9%
Total Assets
$32M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.09
YTD Return
3.1%
3yr Return
20.3%
1yr Return
7.8%
Total Assets
$146M
6M Money Flow
-$6M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.17
YTD Return
3.2%
3yr Return
24.9%
1yr Return
8.6%
Total Assets
$258M
6M Money Flow
-$14M
Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.19
YTD Return
3.4%
3yr Return
27.7%
1yr Return
9.2%
Total Assets
$208M
6M Money Flow
$8M