SP Funds

Statistics as of May 27, 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Real Estate
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.48
YTD Return
-0.4%
3yr Return
-6.3%
1yr Return
6.8%
Total Assets
$151M
6M Money Flow
$7M
Global Bond
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
-0.40
YTD Return
2.3%
3yr Return
7.7%
1yr Return
6.1%
Total Assets
$308M
6M Money Flow
$40M
Foreign Large Growth
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
6.9%
3yr Return
-
1yr Return
5.7%
Total Assets
$52M
6M Money Flow
$21M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.44
YTD Return
-2.4%
3yr Return
51.6%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
$414M
Technology
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
10.8%
Total Assets
$55M
6M Money Flow
$12M
Target-Date 2030
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
-
Total Assets
$4M
6M Money Flow
$444K
Target-Date 2040
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.1%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$440K
Target-Date 2050
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.2%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$1M