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Statistics as of Apr 04, 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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Equity Hedged
Expense Ratio
0.85%
TTM Yield
0.3%
3yr Sharpe
0.16
YTD Return
-5.5%
3yr Return
15.2%
1yr Return
4.9%
Total Assets
$26M
6M Money Flow
$4M
Large Blend
Expense Ratio
0.79%
TTM Yield
3.2%
3yr Sharpe
0.22
YTD Return
-15.4%
3yr Return
12.9%
1yr Return
-1.8%
Total Assets
$182M
6M Money Flow
$22M
Small Blend
Expense Ratio
0.83%
TTM Yield
4.3%
3yr Sharpe
-0.19
YTD Return
-19.7%
3yr Return
-10.9%
1yr Return
-11.5%
Total Assets
$11M
6M Money Flow
$1M
Muni National Long
Expense Ratio
0.83%
TTM Yield
4.5%
3yr Sharpe
-0.44
YTD Return
-2.4%
3yr Return
2.7%
1yr Return
0.4%
Total Assets
$31M
6M Money Flow
$9M
Foreign Large Blend
Expense Ratio
0.83%
TTM Yield
4.8%
3yr Sharpe
0.00
YTD Return
-3.7%
3yr Return
2.7%
1yr Return
-2.8%
Total Assets
$14M
6M Money Flow
-$3M
Intermediate Core Bond
Expense Ratio
0.79%
TTM Yield
4.9%
3yr Sharpe
-0.48
YTD Return
1.4%
3yr Return
0.6%
1yr Return
4.9%
Total Assets
$52M
6M Money Flow
$2M
Short-Term Bond
Expense Ratio
0.80%
TTM Yield
5.3%
3yr Sharpe
-0.21
YTD Return
-0.1%
3yr Return
9.6%
1yr Return
5.2%
Total Assets
$49M
6M Money Flow
$4M