Strategy Shares

Statistics as of Apr 04, 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
5.0%
3yr Sharpe
-0.09
YTD Return
-5.2%
3yr Return
3.0%
1yr Return
1.9%
Total Assets
$657M
6M Money Flow
-$102M
Moderately Aggressive Allocation
Expense Ratio
0.85%
TTM Yield
0.8%
3yr Sharpe
0.03
YTD Return
-9.1%
3yr Return
8.3%
1yr Return
1.9%
Total Assets
$32M
6M Money Flow
-$4M
Nontraditional Bond
Expense Ratio
0.79%
TTM Yield
3.3%
3yr Sharpe
0.24
YTD Return
13.2%
3yr Return
26.3%
1yr Return
26.8%
Total Assets
$31M
6M Money Flow
$20M