Ladenburg Thalmann

Statistics as of Apr 02, 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
1.12%
TTM Yield
2.7%
3yr Sharpe
-0.21
YTD Return
1.2%
3yr Return
8.7%
1yr Return
8.0%
Total Assets
$10M
6M Money Flow
-$1M
Moderately Conservative Allocation
Expense Ratio
1.09%
TTM Yield
2.2%
3yr Sharpe
-0.11
YTD Return
-0.2%
3yr Return
10.6%
1yr Return
6.7%
Total Assets
$57M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.5%
3yr Sharpe
-0.04
YTD Return
-1.5%
3yr Return
12.6%
1yr Return
6.2%
Total Assets
$160M
6M Money Flow
-$11M
Moderately Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
1.1%
3yr Sharpe
0.03
YTD Return
-2.6%
3yr Return
15.7%
1yr Return
6.3%
Total Assets
$115M
6M Money Flow
-$7M
Aggressive Allocation
Expense Ratio
0.99%
TTM Yield
0.8%
3yr Sharpe
0.02
YTD Return
-3.3%
3yr Return
15.3%
1yr Return
5.5%
Total Assets
$53M
6M Money Flow
-$5M