Rational Funds

Statistics as of Apr 04, 2025

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Found total of 8 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 Return ▼Total Assets6M Money Flow
Multisector Bond
Expense Ratio
1.76%
TTM Yield
6.5%
3yr Sharpe
0.41
YTD Return
1.8%
3yr Return
16.7%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
$189M
Equity Hedged
Expense Ratio
1.56%
TTM Yield
0.0%
3yr Sharpe
-0.28
YTD Return
-6.5%
3yr Return
0.2%
1yr Return
4.2%
Total Assets
$36M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
2.00%
TTM Yield
3.8%
3yr Sharpe
-1.56
YTD Return
0.7%
3yr Return
9.1%
1yr Return
3.0%
Total Assets
$57M
6M Money Flow
-$26M
Convertibles
Expense Ratio
0.99%
TTM Yield
1.9%
3yr Sharpe
-0.50
YTD Return
-5.8%
3yr Return
-4.3%
1yr Return
0.4%
Total Assets
$195M
6M Money Flow
$59M
Large Growth
Expense Ratio
1.20%
TTM Yield
0.0%
3yr Sharpe
0.15
YTD Return
-14.9%
3yr Return
12.2%
1yr Return
-1.7%
Total Assets
$64M
6M Money Flow
-$5M
Macro Trading
Expense Ratio
2.02%
TTM Yield
5.1%
3yr Sharpe
-0.59
YTD Return
-10.1%
3yr Return
-11.6%
1yr Return
-8.4%
Total Assets
$59M
6M Money Flow
-$14M
Moderately Conservative Allocation
Expense Ratio
0.71%
TTM Yield
12.6%
3yr Sharpe
-0.30
YTD Return
-29.6%
3yr Return
-24.4%
1yr Return
-30.6%
Total Assets
$7M
6M Money Flow
-$898K
Long-Short Equity
Expense Ratio
1.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-13.5%
3yr Return
-
1yr Return
-
Total Assets
$8M
6M Money Flow
$9M