Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Bank Loanor search across All Categories

Statistics as of Mar 25, 2025

Search , , ,

in

Further filter by keywords:
Found total of 106 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
Bank Loan
Expense Ratio
0.73%
TTM Yield
8.2%
3yr Sharpe
0.77
YTD Return
0.5%
3yr Return
22.9%
1yr Return
6.8%
Total Assets
$17B
6M Money Flow
$2B
Bank Loan
Expense Ratio
0.65%
TTM Yield
8.2%
3yr Sharpe
0.48
YTD Return
0.3%
3yr Return
20.8%
1yr Return
6.9%
Total Assets
$8B
6M Money Flow
$3B
Bank Loan
Expense Ratio
0.70%
TTM Yield
8.5%
3yr Sharpe
0.19
YTD Return
0.1%
3yr Return
16.4%
1yr Return
6.9%
Total Assets
$8B
6M Money Flow
$3B
Bank Loan
Expense Ratio
2.41%
TTM Yield
8.8%
3yr Sharpe
0.55
YTD Return
0.2%
3yr Return
22.4%
1yr Return
6.6%
Total Assets
$6B
6M Money Flow
$24M
Bank Loan
Expense Ratio
0.60%
TTM Yield
8.3%
3yr Sharpe
0.73
YTD Return
0.7%
3yr Return
22.8%
1yr Return
7.1%
Total Assets
$5B
6M Money Flow
-$70M
Bank Loan
Expense Ratio
0.57%
TTM Yield
8.3%
3yr Sharpe
0.81
YTD Return
0.8%
3yr Return
24.0%
1yr Return
7.8%
Total Assets
$5B
6M Money Flow
$316M
Bank Loan
Expense Ratio
0.81%
TTM Yield
8.2%
3yr Sharpe
0.50
YTD Return
0.3%
3yr Return
19.9%
1yr Return
6.1%
Total Assets
$5B
6M Money Flow
-$167M
Bank Loan
Expense Ratio
6.92%
TTM Yield
9.1%
3yr Sharpe
1.17
YTD Return
1.1%
3yr Return
24.9%
1yr Return
8.7%
Total Assets
$4B
6M Money Flow
$314M
Bank Loan
Expense Ratio
0.71%
TTM Yield
8.0%
3yr Sharpe
0.72
YTD Return
0.4%
3yr Return
22.8%
1yr Return
6.3%
Total Assets
$4B
6M Money Flow
$132M
Bank Loan
Expense Ratio
0.77%
TTM Yield
8.0%
3yr Sharpe
0.76
YTD Return
0.7%
3yr Return
23.2%
1yr Return
7.4%
Total Assets
$4B
6M Money Flow
$635M
Bank Loan
Expense Ratio
0.80%
TTM Yield
8.3%
3yr Sharpe
0.73
YTD Return
0.3%
3yr Return
23.3%
1yr Return
6.1%
Total Assets
$4B
6M Money Flow
$151M
Bank Loan
Expense Ratio
1.09%
TTM Yield
9.1%
3yr Sharpe
0.64
YTD Return
0.1%
3yr Return
20.1%
1yr Return
5.9%
Total Assets
$3B
6M Money Flow
-$165M
Bank Loan
Expense Ratio
0.84%
TTM Yield
9.5%
3yr Sharpe
0.48
YTD Return
0.4%
3yr Return
19.3%
1yr Return
5.9%
Total Assets
$2B
6M Money Flow
-$172M
Bank Loan
Expense Ratio
0.75%
TTM Yield
8.5%
3yr Sharpe
0.61
YTD Return
0.5%
3yr Return
22.5%
1yr Return
7.1%
Total Assets
$2B
6M Money Flow
$308M
Bank Loan
Expense Ratio
0.86%
TTM Yield
7.4%
3yr Sharpe
0.41
YTD Return
0.8%
3yr Return
20.0%
1yr Return
7.2%
Total Assets
$2B
6M Money Flow
$90M
Bank Loan
Expense Ratio
0.70%
TTM Yield
8.8%
3yr Sharpe
0.67
YTD Return
0.3%
3yr Return
22.0%
1yr Return
6.5%
Total Assets
$2B
6M Money Flow
-$90M
Bank Loan
Expense Ratio
0.76%
TTM Yield
8.0%
3yr Sharpe
0.49
YTD Return
0.1%
3yr Return
19.9%
1yr Return
5.7%
Total Assets
$2B
6M Money Flow
-$168M
Bank Loan
Expense Ratio
0.48%
TTM Yield
7.6%
3yr Sharpe
0.41
YTD Return
0.2%
3yr Return
24.0%
1yr Return
7.6%
Total Assets
$2B
6M Money Flow
$950M
Bank Loan
Expense Ratio
0.96%
TTM Yield
7.8%
3yr Sharpe
0.62
YTD Return
0.4%
3yr Return
21.3%
1yr Return
6.5%
Total Assets
$2B
6M Money Flow
$11M
Bank Loan
Expense Ratio
0.74%
TTM Yield
8.6%
3yr Sharpe
0.69
YTD Return
0.6%
3yr Return
21.8%
1yr Return
7.6%
Total Assets
$2B
6M Money Flow
$93M
Bank Loan
Expense Ratio
12.73%
TTM Yield
0.0%
3yr Sharpe
0.05
YTD Return
-3.0%
3yr Return
14.3%
1yr Return
12.2%
Total Assets
$2B
6M Money Flow
-
Bank Loan
Expense Ratio
0.95%
TTM Yield
9.1%
3yr Sharpe
0.64
YTD Return
0.2%
3yr Return
21.7%
1yr Return
4.8%
Total Assets
$2B
6M Money Flow
$62M
Bank Loan
Expense Ratio
5.52%
TTM Yield
12.1%
3yr Sharpe
0.17
YTD Return
-2.4%
3yr Return
22.4%
1yr Return
10.0%
Total Assets
$1B
6M Money Flow
-$27M
Bank Loan
Expense Ratio
0.64%
TTM Yield
9.6%
3yr Sharpe
0.67
YTD Return
0.2%
3yr Return
21.5%
1yr Return
7.0%
Total Assets
$1B
6M Money Flow
$3M
Bank Loan
Expense Ratio
0.60%
TTM Yield
7.8%
3yr Sharpe
-
YTD Return
0.2%
3yr Return
-
1yr Return
6.5%
Total Assets
$1B
6M Money Flow
$410M
Bank Loan
Expense Ratio
1.03%
TTM Yield
7.6%
3yr Sharpe
0.28
YTD Return
0.3%
3yr Return
17.3%
1yr Return
6.4%
Total Assets
$1B
6M Money Flow
-$121M
Bank Loan
Expense Ratio
0.80%
TTM Yield
8.0%
3yr Sharpe
0.50
YTD Return
0.7%
3yr Return
20.9%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
-$22M
Bank Loan
Expense Ratio
0.45%
TTM Yield
7.7%
3yr Sharpe
0.54
YTD Return
0.1%
3yr Return
22.7%
1yr Return
6.1%
Total Assets
$1B
6M Money Flow
$358M
Bank Loan
Expense Ratio
0.63%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
-0.1%
3yr Return
-
1yr Return
6.8%
Total Assets
$936M
6M Money Flow
$439M
Bank Loan
Expense Ratio
0.75%
TTM Yield
8.6%
3yr Sharpe
0.83
YTD Return
0.8%
3yr Return
24.9%
1yr Return
8.2%
Total Assets
$899M
6M Money Flow
$93M
Bank Loan
Expense Ratio
0.43%
TTM Yield
6.7%
3yr Sharpe
3.15
YTD Return
1.6%
3yr Return
25.0%
1yr Return
8.2%
Total Assets
$898M
6M Money Flow
$80M
Bank Loan
Expense Ratio
8.58%
TTM Yield
22.0%
3yr Sharpe
0.09
YTD Return
-4.7%
3yr Return
16.2%
1yr Return
-0.5%
Total Assets
$881M
6M Money Flow
-$16M
Bank Loan
Expense Ratio
0.50%
TTM Yield
8.6%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
8.1%
Total Assets
$844M
6M Money Flow
$522M
Bank Loan
Expense Ratio
3.26%
TTM Yield
10.6%
3yr Sharpe
0.43
YTD Return
0.4%
3yr Return
18.0%
1yr Return
5.9%
Total Assets
$841M
6M Money Flow
$9M
Bank Loan
Expense Ratio
0.74%
TTM Yield
9.0%
3yr Sharpe
0.32
YTD Return
0.4%
3yr Return
17.9%
1yr Return
6.5%
Total Assets
$833M
6M Money Flow
$2M
Bank Loan
Expense Ratio
0.80%
TTM Yield
8.3%
3yr Sharpe
0.63
YTD Return
0.4%
3yr Return
21.8%
1yr Return
5.6%
Total Assets
$833M
6M Money Flow
-$51M
Bank Loan
Expense Ratio
0.82%
TTM Yield
7.9%
3yr Sharpe
0.41
YTD Return
0.5%
3yr Return
19.4%
1yr Return
6.2%
Total Assets
$821M
6M Money Flow
-$64M
Bank Loan
Expense Ratio
1.45%
TTM Yield
9.0%
3yr Sharpe
-0.74
YTD Return
1.3%
3yr Return
-42.1%
1yr Return
-17.3%
Total Assets
$806M
6M Money Flow
-
Bank Loan
Expense Ratio
0.76%
TTM Yield
8.1%
3yr Sharpe
0.49
YTD Return
0.5%
3yr Return
19.9%
1yr Return
6.6%
Total Assets
$782M
6M Money Flow
$50M
Bank Loan
Expense Ratio
0.69%
TTM Yield
8.5%
3yr Sharpe
0.78
YTD Return
0.6%
3yr Return
23.0%
1yr Return
7.0%
Total Assets
$780M
6M Money Flow
$141M
Bank Loan
Expense Ratio
5.48%
TTM Yield
12.1%
3yr Sharpe
0.31
YTD Return
-2.8%
3yr Return
26.2%
1yr Return
8.9%
Total Assets
$778M
6M Money Flow
-
Bank Loan
Expense Ratio
5.28%
TTM Yield
8.8%
3yr Sharpe
0.09
YTD Return
-0.1%
3yr Return
17.0%
1yr Return
5.1%
Total Assets
$745M
6M Money Flow
-$3M