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Statistics as of Apr 04, 2025

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Top Funds Filter

Limit results to the top 5 funds by 3yr sharpe ratio per asset category for these broad classes:

Found total of 11073 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 ▲
Large Growth
Expense Ratio
0.30%
TTM Yield
0.9%
3yr Sharpe
0.25
YTD Return
-15.3%
3yr Return
14.2%
1yr Return
-1.7%
Total Assets
$311B
6M Money Flow
-$11B
Large Growth
Expense Ratio
0.61%
TTM Yield
0.5%
3yr Sharpe
0.23
YTD Return
-15.4%
3yr Return
13.1%
1yr Return
-2.0%
Total Assets
$298B
6M Money Flow
-$11B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.5%
3yr Sharpe
0.31
YTD Return
-13.4%
3yr Return
16.4%
1yr Return
-0.1%
Total Assets
$293B
6M Money Flow
-$11B
Foreign Large Growth
Expense Ratio
0.47%
TTM Yield
1.7%
3yr Sharpe
-0.07
YTD Return
-5.4%
3yr Return
-0.9%
1yr Return
-6.7%
Total Assets
$130B
6M Money Flow
-$9B
Foreign Large Growth
Expense Ratio
0.47%
TTM Yield
1.7%
3yr Sharpe
-0.07
YTD Return
-5.4%
3yr Return
-0.8%
1yr Return
-6.7%
Total Assets
$16B
6M Money Flow
-$9B
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.3%
3yr Sharpe
-0.52
YTD Return
4.2%
3yr Return
1.7%
1yr Return
6.7%
Total Assets
$35B
6M Money Flow
-$8B
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.7%
3yr Sharpe
-0.53
YTD Return
3.5%
3yr Return
-2.1%
1yr Return
4.5%
Total Assets
$5B
6M Money Flow
-$6B
Foreign Large Blend
Expense Ratio
0.76%
TTM Yield
2.7%
3yr Sharpe
0.09
YTD Return
-0.5%
3yr Return
7.4%
1yr Return
-1.9%
Total Assets
$971M
6M Money Flow
-$6B
Intermediate Government
Expense Ratio
0.03%
TTM Yield
2.8%
3yr Sharpe
-0.71
YTD Return
4.1%
3yr Return
1.3%
1yr Return
6.4%
Total Assets
$9B
6M Money Flow
-$6B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.5%
3yr Sharpe
0.39
YTD Return
-8.5%
3yr Return
18.6%
1yr Return
2.1%
Total Assets
$196B
6M Money Flow
-$5B
Long Government
Expense Ratio
0.15%
TTM Yield
4.1%
3yr Sharpe
-0.78
YTD Return
7.4%
3yr Return
-21.7%
1yr Return
4.4%
Total Assets
$52B
6M Money Flow
-$5B
Intermediate Core-Plus Bond
Expense Ratio
0.51%
TTM Yield
4.6%
3yr Sharpe
-0.45
YTD Return
4.3%
3yr Return
4.5%
1yr Return
7.5%
Total Assets
$45B
6M Money Flow
-$5B
Target-Date 2025
Expense Ratio
0.08%
TTM Yield
3.1%
3yr Sharpe
-0.02
YTD Return
-3.3%
3yr Return
7.5%
1yr Return
3.0%
Total Assets
$73B
6M Money Flow
-$5B
Large Blend
Expense Ratio
0.58%
TTM Yield
1.3%
3yr Sharpe
0.36
YTD Return
-12.1%
3yr Return
18.7%
1yr Return
-1.6%
Total Assets
$142B
6M Money Flow
-$5B
Equity Energy
Expense Ratio
0.08%
TTM Yield
3.6%
3yr Sharpe
0.26
YTD Return
-7.3%
3yr Return
13.7%
1yr Return
-16.2%
Total Assets
$28B
6M Money Flow
-$5B
Foreign Large Value
Expense Ratio
0.81%
TTM Yield
2.8%
3yr Sharpe
0.00
YTD Return
-0.6%
3yr Return
3.5%
1yr Return
-4.7%
Total Assets
$12B
6M Money Flow
-$5B
Intermediate Core Bond
Expense Ratio
0.45%
TTM Yield
4.6%
3yr Sharpe
-0.55
YTD Return
3.5%
3yr Return
-0.5%
1yr Return
5.7%
Total Assets
$3B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.6%
3yr Sharpe
0.14
YTD Return
-7.4%
3yr Return
10.8%
1yr Return
2.2%
Total Assets
$108B
6M Money Flow
-$5B
Large Value
Expense Ratio
0.54%
TTM Yield
2.0%
3yr Sharpe
0.21
YTD Return
-5.3%
3yr Return
11.5%
1yr Return
-0.5%
Total Assets
$52B
6M Money Flow
-$5B
Large Growth
Expense Ratio
0.69%
TTM Yield
0.0%
3yr Sharpe
0.22
YTD Return
-18.0%
3yr Return
13.3%
1yr Return
-0.8%
Total Assets
$51B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.29%
TTM Yield
2.1%
3yr Sharpe
0.02
YTD Return
-6.9%
3yr Return
6.2%
1yr Return
-1.3%
Total Assets
$47B
6M Money Flow
-$4B
Global Large-Stock Blend
Expense Ratio
0.74%
TTM Yield
1.9%
3yr Sharpe
0.19
YTD Return
-8.5%
3yr Return
10.8%
1yr Return
-2.5%
Total Assets
$127B
6M Money Flow
-$4B
Global Large-Stock Growth
Expense Ratio
0.73%
TTM Yield
0.7%
3yr Sharpe
0.08
YTD Return
-10.6%
3yr Return
5.2%
1yr Return
-2.5%
Total Assets
$147B
6M Money Flow
-$4B
Global Large-Stock Growth
Expense Ratio
1.52%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-10.7%
3yr Return
2.7%
1yr Return
-3.2%
Total Assets
$59M
6M Money Flow
-$4B
Long Government
Expense Ratio
0.04%
TTM Yield
4.1%
3yr Sharpe
-0.74
YTD Return
7.1%
3yr Return
-18.1%
1yr Return
5.5%
Total Assets
$14B
6M Money Flow
-$4B
Long Government
Expense Ratio
0.06%
TTM Yield
4.1%
3yr Sharpe
-0.74
YTD Return
7.1%
3yr Return
-18.1%
1yr Return
5.5%
Total Assets
$14B
6M Money Flow
-$4B
Long Government
Expense Ratio
0.03%
TTM Yield
4.2%
3yr Sharpe
-0.75
YTD Return
7.2%
3yr Return
-18.1%
1yr Return
5.4%
Total Assets
$10B
6M Money Flow
-$4B
Diversified Emerging Mkts
Expense Ratio
1.03%
TTM Yield
0.3%
3yr Sharpe
-0.27
YTD Return
-4.1%
3yr Return
-9.3%
1yr Return
-7.6%
Total Assets
$14B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.29%
TTM Yield
1.2%
3yr Sharpe
0.28
YTD Return
-12.0%
3yr Return
12.9%
1yr Return
-6.4%
Total Assets
$72B
6M Money Flow
-$4B
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
4.2%
3yr Sharpe
0.14
YTD Return
-1.5%
3yr Return
10.8%
1yr Return
5.9%
Total Assets
$130B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.52%
TTM Yield
0.0%
3yr Sharpe
0.10
YTD Return
-18.1%
3yr Return
6.5%
1yr Return
-3.8%
Total Assets
$41B
6M Money Flow
-$4B
Inflation-Protected Bond
Expense Ratio
0.18%
TTM Yield
3.0%
3yr Sharpe
-0.71
YTD Return
4.5%
3yr Return
0.4%
1yr Return
6.5%
Total Assets
$15B
6M Money Flow
-$4B
Long-Term Bond
Expense Ratio
0.10%
TTM Yield
5.0%
3yr Sharpe
-0.50
YTD Return
3.6%
3yr Return
-8.2%
1yr Return
4.0%
Total Assets
$12B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.2%
3yr Sharpe
0.48
YTD Return
-11.9%
3yr Return
23.7%
1yr Return
1.2%
Total Assets
$156B
6M Money Flow
-$4B
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
-16.4%
3yr Return
-1.9%
1yr Return
-9.5%
Total Assets
$14B
6M Money Flow
-$4B
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.3%
3yr Sharpe
0.06
YTD Return
-9.8%
3yr Return
5.8%
1yr Return
-9.2%
Total Assets
$22B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.45%
TTM Yield
0.4%
3yr Sharpe
0.51
YTD Return
-13.5%
3yr Return
28.4%
1yr Return
0.2%
Total Assets
$32B
6M Money Flow
-$4B
Intermediate Government
Expense Ratio
0.11%
TTM Yield
3.6%
3yr Sharpe
-0.48
YTD Return
3.9%
3yr Return
3.2%
1yr Return
6.8%
Total Assets
$11B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.67%
TTM Yield
0.5%
3yr Sharpe
0.12
YTD Return
-14.9%
3yr Return
8.0%
1yr Return
-5.1%
Total Assets
$92B
6M Money Flow
-$4B
Health
Expense Ratio
0.30%
TTM Yield
1.1%
3yr Sharpe
-0.15
YTD Return
-6.1%
3yr Return
-1.2%
1yr Return
-9.1%
Total Assets
$39B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.5%
3yr Sharpe
0.25
YTD Return
-13.9%
3yr Return
13.7%
1yr Return
-1.1%
Total Assets
$27B
6M Money Flow
-$4B
Mid-Cap Blend
Expense Ratio
0.04%
TTM Yield
0.6%
3yr Sharpe
-0.08
YTD Return
-17.9%
3yr Return
-3.9%
1yr Return
-7.5%
Total Assets
$37B
6M Money Flow
-$4B