Innovative Portfolios

Statistics as of May 27, 2025

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Found total of 2 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
Derivative Income
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
0.23
YTD Return
4.0%
3yr Return
41.6%
1yr Return
12.9%
Total Assets
$22M
6M Money Flow
-$951K
Preferred Stock
Expense Ratio
0.00%
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