SMI Funds

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 3 distinct funds
Download top 1000 CSV
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
Tactical Allocation
Expense Ratio
1.64%
TTM Yield
1.4%
3yr Sharpe
-0.25
YTD Return
-3.1%
3yr Return
0.6%
1yr Return
5.9%
Total Assets
$66M
6M Money Flow
-$5M
Moderately Aggressive Allocation
Expense Ratio
1.77%
TTM Yield
0.5%
3yr Sharpe
-0.17
YTD Return
-8.9%
3yr Return
-0.5%
1yr Return
-1.3%
Total Assets
$47M
6M Money Flow
-$3M
Aggressive Allocation
Expense Ratio
1.79%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-13.0%
3yr Return
-1.9%
1yr Return
-6.0%
Total Assets
$88M
6M Money Flow
-$6M