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Statistics as of May 27, 2025

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Found total of 7 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
Large Blend
Expense Ratio
0.00%
TTM Yield
2.8%
3yr Sharpe
0.42
YTD Return
-1.4%
3yr Return
47.2%
1yr Return
10.8%
Total Assets
$210M
6M Money Flow
-$7M
Small Blend
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.12
YTD Return
-9.7%
3yr Return
8.1%
1yr Return
-2.1%
Total Assets
$12M
6M Money Flow
$1M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
4.0%
3yr Sharpe
0.20
YTD Return
13.8%
3yr Return
31.7%
1yr Return
11.0%
Total Assets
$20M
6M Money Flow
-$3M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.56
YTD Return
3.7%
3yr Return
37.3%
1yr Return
13.3%
Total Assets
$69M
6M Money Flow
$37M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
5.2%
3yr Sharpe
-0.02
YTD Return
1.0%
3yr Return
12.7%
1yr Return
5.7%
Total Assets
$50M
6M Money Flow
$14M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
5.0%
3yr Sharpe
-0.30
YTD Return
0.2%
3yr Return
3.6%
1yr Return
4.1%
Total Assets
$49M
6M Money Flow
-$729K
Muni National Long
Expense Ratio
0.00%
TTM Yield
4.5%
3yr Sharpe
-0.32
YTD Return
-3.1%
3yr Return
4.5%
1yr Return
0.0%
Total Assets
$27M
6M Money Flow
$4M