Strategy Shares

Statistics as of May 27, 2025

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Found total of 4 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 ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.8%
3yr Return
-
1yr Return
-
Total Assets
$8M
6M Money Flow
-
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
5.0%
3yr Sharpe
0.05
YTD Return
1.1%
3yr Return
16.5%
1yr Return
8.8%
Total Assets
$681M
6M Money Flow
-$99M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.27
YTD Return
-1.8%
3yr Return
23.6%
1yr Return
7.2%
Total Assets
$35M
6M Money Flow
-$6M
Nontraditional Bond
Expense Ratio
0.00%
TTM Yield
3.4%
3yr Sharpe
0.45
YTD Return
19.7%
3yr Return
45.9%
1yr Return
32.0%
Total Assets
$34M
6M Money Flow
$19M