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 May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 108 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
0.00%
TTM Yield
7.3%
3yr Sharpe
0.54
YTD Return
1.7%
3yr Return
27.6%
1yr Return
6.1%
Total Assets
$1B
6M Money Flow
$430M
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.0%
3yr Sharpe
1.10
YTD Return
2.5%
3yr Return
28.4%
1yr Return
8.0%
Total Assets
$5B
6M Money Flow
$371M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.2%
3yr Sharpe
0.87
YTD Return
2.2%
3yr Return
26.1%
1yr Return
7.3%
Total Assets
$5B
6M Money Flow
$371M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.0%
3yr Sharpe
0.79
YTD Return
2.1%
3yr Return
28.0%
1yr Return
7.3%
Total Assets
$5B
6M Money Flow
$349M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.7%
3yr Sharpe
0.72
YTD Return
2.0%
3yr Return
27.2%
1yr Return
7.0%
Total Assets
$4B
6M Money Flow
$331M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.2%
3yr Sharpe
0.49
YTD Return
1.6%
3yr Return
27.4%
1yr Return
7.1%
Total Assets
$2B
6M Money Flow
$271M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.4%
3yr Sharpe
-
YTD Return
2.4%
3yr Return
-
1yr Return
8.8%
Total Assets
$690M
6M Money Flow
$236M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.9%
3yr Sharpe
0.36
YTD Return
1.3%
3yr Return
31.3%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
$192M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.2%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
6.7%
Total Assets
$1B
6M Money Flow
$175M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.2%
3yr Sharpe
0.46
YTD Return
1.9%
3yr Return
24.7%
1yr Return
7.0%
Total Assets
$2B
6M Money Flow
$134M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.3%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
6.3%
Total Assets
$736M
6M Money Flow
$133M
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.8%
3yr Sharpe
-
YTD Return
4.5%
3yr Return
-
1yr Return
11.4%
Total Assets
$532M
6M Money Flow
$126M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.1%
3yr Sharpe
0.64
YTD Return
2.0%
3yr Return
27.6%
1yr Return
7.0%
Total Assets
$653M
6M Money Flow
$112M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.1%
3yr Sharpe
-
YTD Return
1.5%
3yr Return
-
1yr Return
6.5%
Total Assets
$300M
6M Money Flow
$93M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.4%
3yr Sharpe
0.61
YTD Return
1.7%
3yr Return
30.1%
1yr Return
6.5%
Total Assets
$488M
6M Money Flow
$79M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.2%
3yr Sharpe
0.76
YTD Return
1.6%
3yr Return
26.8%
1yr Return
6.6%
Total Assets
$744M
6M Money Flow
$63M
Bank Loan
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.9%
3yr Return
-
1yr Return
-
Total Assets
$101M
6M Money Flow
$51M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.6%
3yr Sharpe
0.53
YTD Return
0.9%
3yr Return
24.6%
1yr Return
5.8%
Total Assets
$310M
6M Money Flow
$41M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.0%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
-
Total Assets
$330M
6M Money Flow
$38M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.9%
3yr Sharpe
0.76
YTD Return
2.0%
3yr Return
27.9%
1yr Return
6.9%
Total Assets
$511M
6M Money Flow
$38M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.7%
3yr Sharpe
0.53
YTD Return
2.0%
3yr Return
26.6%
1yr Return
6.1%
Total Assets
$1B
6M Money Flow
$38M
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.4%
3yr Sharpe
0.26
YTD Return
1.9%
3yr Return
21.9%
1yr Return
6.6%
Total Assets
$583M
6M Money Flow
$30M
Bank Loan
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.0%
3yr Return
-
1yr Return
-
Total Assets
$93M
6M Money Flow
$24M
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.5%
3yr Sharpe
1.44
YTD Return
1.7%
3yr Return
28.2%
1yr Return
6.7%
Total Assets
$309M
6M Money Flow
$22M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.3%
3yr Sharpe
0.52
YTD Return
1.8%
3yr Return
26.7%
1yr Return
6.9%
Total Assets
$185M
6M Money Flow
$20M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.3%
3yr Sharpe
0.51
YTD Return
1.7%
3yr Return
24.3%
1yr Return
6.8%
Total Assets
$273M
6M Money Flow
$16M
Bank Loan
Expense Ratio
0.00%
TTM Yield
11.6%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
7.4%
Total Assets
$184M
6M Money Flow
$14M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.4%
3yr Sharpe
3.04
YTD Return
2.6%
3yr Return
25.6%
1yr Return
7.6%
Total Assets
$912M
6M Money Flow
$9M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.8%
3yr Sharpe
0.65
YTD Return
2.0%
3yr Return
25.9%
1yr Return
6.5%
Total Assets
$83M
6M Money Flow
$8M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.2%
3yr Sharpe
-
YTD Return
1.4%
3yr Return
27.5%
1yr Return
6.4%
Total Assets
$87M
6M Money Flow
$7M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.4%
3yr Sharpe
0.68
YTD Return
1.9%
3yr Return
26.0%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
$5M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.2%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
5.8%
Total Assets
$60M
6M Money Flow
$3M
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.9%
3yr Sharpe
-
YTD Return
2.2%
3yr Return
-
1yr Return
8.8%
Total Assets
$58M
6M Money Flow
$792K
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.8%
3yr Sharpe
0.89
YTD Return
1.4%
3yr Return
28.2%
1yr Return
6.5%
Total Assets
$129M
6M Money Flow
-$341K
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.9%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
-
1yr Return
10.8%
Total Assets
$21M
6M Money Flow
-$626K
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.4%
3yr Sharpe
0.31
YTD Return
1.7%
3yr Return
24.0%
1yr Return
6.1%
Total Assets
$123M
6M Money Flow
-$1M
Bank Loan
Expense Ratio
0.00%
TTM Yield
9.1%
3yr Sharpe
0.88
YTD Return
0.4%
3yr Return
28.1%
1yr Return
5.7%
Total Assets
$102M
6M Money Flow
-$3M
Bank Loan
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.49
YTD Return
2.4%
3yr Return
8.9%
1yr Return
6.2%
Total Assets
$34M
6M Money Flow
-$4M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.8%
3yr Sharpe
0.47
YTD Return
2.0%
3yr Return
24.9%
1yr Return
6.6%
Total Assets
$744M
6M Money Flow
-$4M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.2%
3yr Sharpe
0.44
YTD Return
1.7%
3yr Return
24.6%
1yr Return
5.9%
Total Assets
$125M
6M Money Flow
-$5M
Bank Loan
Expense Ratio
0.00%
TTM Yield
7.2%
3yr Sharpe
0.56
YTD Return
2.0%
3yr Return
25.4%
1yr Return
7.9%
Total Assets
$150M
6M Money Flow
-$5M
Bank Loan
Expense Ratio
0.00%
TTM Yield
11.3%
3yr Sharpe
0.53
YTD Return
-3.5%
3yr Return
47.3%
1yr Return
7.9%
Total Assets
$440M
6M Money Flow
-$7M