WBI Investments

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 4 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 Return ▼1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
5.0%
3yr Sharpe
0.08
YTD Return
0.4%
3yr Return
18.2%
1yr Return
2.5%
Total Assets
$58M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.45%
TTM Yield
0.1%
3yr Sharpe
-0.26
YTD Return
-8.4%
3yr Return
4.6%
1yr Return
-6.5%
Total Assets
$33M
6M Money Flow
-$5M
Tactical Allocation
Expense Ratio
1.52%
TTM Yield
0.8%
3yr Sharpe
-0.55
YTD Return
2.3%
3yr Return
-5.9%
1yr Return
-3.2%
Total Assets
$30M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.49%
TTM Yield
2.4%
3yr Sharpe
-0.84
YTD Return
-3.6%
3yr Return
-13.1%
1yr Return
-6.4%
Total Assets
$36M
6M Money Flow
-$4M