SMI Funds

Statistics as of Apr 02, 2025

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Found total of 3 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 Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Aggressive Allocation
Expense Ratio
1.79%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-2.3%
3yr Return
10.2%
1yr Return
5.0%
Total Assets
$98M
6M Money Flow
-$6M
Moderately Aggressive Allocation
Expense Ratio
1.77%
TTM Yield
0.5%
3yr Sharpe
-0.17
YTD Return
-0.6%
3yr Return
8.7%
1yr Return
7.1%
Total Assets
$51M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.64%
TTM Yield
1.3%
3yr Sharpe
-0.25
YTD Return
2.4%
3yr Return
6.3%
1yr Return
11.5%
Total Assets
$70M
6M Money Flow
-$5M