Ladenburg Thalmann

Statistics as of May 27, 2025

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Found total of 5 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
2.7%
3yr Sharpe
-0.05
YTD Return
1.1%
3yr Return
12.6%
1yr Return
7.9%
Total Assets
$10M
6M Money Flow
-$807K
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
0.05
YTD Return
0.2%
3yr Return
17.0%
1yr Return
7.2%
Total Assets
$58M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.13
YTD Return
-0.2%
3yr Return
22.1%
1yr Return
7.4%
Total Assets
$163M
6M Money Flow
-$10M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.20
YTD Return
-0.5%
3yr Return
28.2%
1yr Return
8.1%
Total Assets
$117M
6M Money Flow
-$8M
Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.19
YTD Return
-1.1%
3yr Return
28.8%
1yr Return
7.7%
Total Assets
$56M
6M Money Flow
-$3M