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Statistics as of Apr 02, 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
0.79%
TTM Yield
2.7%
3yr Sharpe
0.22
YTD Return
-4.8%
3yr Return
28.1%
1yr Return
9.1%
Total Assets
$208M
6M Money Flow
$22M
Large Blend
Expense Ratio
0.85%
TTM Yield
0.3%
3yr Sharpe
0.16
YTD Return
-2.1%
3yr Return
20.1%
1yr Return
8.0%
Total Assets
$26M
6M Money Flow
$4M
Small Blend
Expense Ratio
0.83%
TTM Yield
3.8%
3yr Sharpe
-0.19
YTD Return
-8.6%
3yr Return
0.9%
1yr Return
-0.1%
Total Assets
$12M
6M Money Flow
$1M
Foreign Large Blend
Expense Ratio
0.83%
TTM Yield
4.3%
3yr Sharpe
0.00
YTD Return
5.9%
3yr Return
13.4%
1yr Return
6.3%
Total Assets
$16M
6M Money Flow
-$3M
Short-Term Bond
Expense Ratio
0.80%
TTM Yield
5.1%
3yr Sharpe
-0.21
YTD Return
0.8%
3yr Return
10.6%
1yr Return
5.9%
Total Assets
$49M
6M Money Flow
$4M
Intermediate Core Bond
Expense Ratio
0.79%
TTM Yield
4.8%
3yr Sharpe
-0.48
YTD Return
1.7%
3yr Return
1.0%
1yr Return
5.0%
Total Assets
$52M
6M Money Flow
$2M
Muni National Long
Expense Ratio
0.83%
TTM Yield
4.2%
3yr Sharpe
-0.44
YTD Return
-1.8%
3yr Return
3.3%
1yr Return
0.5%
Total Assets
$31M
6M Money Flow
$9M