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Convertiblesor search across All Categories

Statistics as of Apr 04, 2025

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Found total of 32 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
Convertibles
Expense Ratio
0.40%
TTM Yield
2.0%
3yr Sharpe
-0.20
YTD Return
-6.1%
3yr Return
-0.7%
1yr Return
3.2%
Total Assets
$4B
6M Money Flow
$183M
Convertibles
Expense Ratio
0.20%
TTM Yield
2.4%
3yr Sharpe
-0.17
YTD Return
-5.4%
3yr Return
0.7%
1yr Return
4.1%
Total Assets
$2B
6M Money Flow
$471M
Convertibles
Expense Ratio
0.69%
TTM Yield
3.9%
3yr Sharpe
-0.16
YTD Return
-8.7%
3yr Return
0.2%
1yr Return
2.2%
Total Assets
$2B
6M Money Flow
-$22M
Convertibles
Expense Ratio
0.61%
TTM Yield
3.8%
3yr Sharpe
-0.09
YTD Return
-6.6%
3yr Return
3.9%
1yr Return
0.4%
Total Assets
$1B
6M Money Flow
-$67M
Convertibles
Expense Ratio
0.71%
TTM Yield
2.6%
3yr Sharpe
-0.25
YTD Return
-7.9%
3yr Return
-1.8%
1yr Return
3.6%
Total Assets
$1B
6M Money Flow
-$79M
Convertibles
Expense Ratio
0.83%
TTM Yield
2.3%
3yr Sharpe
-0.27
YTD Return
-7.0%
3yr Return
-3.8%
1yr Return
1.8%
Total Assets
$1B
6M Money Flow
-$91M
Convertibles
Expense Ratio
0.83%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.0%
3yr Return
-4.4%
1yr Return
1.6%
Total Assets
$1B
6M Money Flow
-$89M
Convertibles
Expense Ratio
0.88%
TTM Yield
1.5%
3yr Sharpe
-0.35
YTD Return
-8.9%
3yr Return
-6.3%
1yr Return
-1.0%
Total Assets
$864M
6M Money Flow
-$31M
Convertibles
Expense Ratio
4.54%
TTM Yield
12.7%
3yr Sharpe
-0.23
YTD Return
-21.0%
3yr Return
-10.1%
1yr Return
-7.4%
Total Assets
$741M
6M Money Flow
-
Convertibles
Expense Ratio
4.52%
TTM Yield
12.7%
3yr Sharpe
-0.22
YTD Return
-23.7%
3yr Return
-9.7%
1yr Return
-10.5%
Total Assets
$714M
6M Money Flow
-
Convertibles
Expense Ratio
0.96%
TTM Yield
2.4%
3yr Sharpe
-0.32
YTD Return
-8.2%
3yr Return
-3.5%
1yr Return
0.6%
Total Assets
$646M
6M Money Flow
-$81M
Convertibles
Expense Ratio
1.02%
TTM Yield
4.9%
3yr Sharpe
-0.56
YTD Return
-3.3%
3yr Return
-1.4%
1yr Return
-1.9%
Total Assets
$580M
6M Money Flow
-$73M
Convertibles
Expense Ratio
0.89%
TTM Yield
2.5%
3yr Sharpe
-0.37
YTD Return
-5.5%
3yr Return
-4.8%
1yr Return
3.7%
Total Assets
$530M
6M Money Flow
-$39M
Convertibles
Expense Ratio
5.80%
TTM Yield
8.6%
3yr Sharpe
-0.12
YTD Return
-8.2%
3yr Return
-6.2%
1yr Return
0.1%
Total Assets
$523M
6M Money Flow
-$18M
Convertibles
Expense Ratio
1.03%
TTM Yield
2.1%
3yr Sharpe
-0.24
YTD Return
-8.1%
3yr Return
-1.5%
1yr Return
2.5%
Total Assets
$455M
6M Money Flow
-$38M
Convertibles
Expense Ratio
4.80%
TTM Yield
12.0%
3yr Sharpe
0.00
YTD Return
-18.4%
3yr Return
1.0%
1yr Return
1.7%
Total Assets
$434M
6M Money Flow
-$22M
Convertibles
Expense Ratio
3.41%
TTM Yield
8.0%
3yr Sharpe
-0.27
YTD Return
-11.8%
3yr Return
-15.1%
1yr Return
3.1%
Total Assets
$317M
6M Money Flow
-
Convertibles
Expense Ratio
0.94%
TTM Yield
2.5%
3yr Sharpe
-0.27
YTD Return
-4.3%
3yr Return
1.4%
1yr Return
2.5%
Total Assets
$255M
6M Money Flow
-$10M
Convertibles
Expense Ratio
2.74%
TTM Yield
7.8%
3yr Sharpe
-0.22
YTD Return
-11.7%
3yr Return
-11.6%
1yr Return
3.9%
Total Assets
$247M
6M Money Flow
-$23M
Convertibles
Expense Ratio
0.99%
TTM Yield
1.9%
3yr Sharpe
-0.50
YTD Return
-5.8%
3yr Return
-4.3%
1yr Return
0.4%
Total Assets
$195M
6M Money Flow
$59M
Convertibles
Expense Ratio
1.46%
TTM Yield
6.2%
3yr Sharpe
-0.18
YTD Return
-10.1%
3yr Return
-4.3%
1yr Return
14.7%
Total Assets
$144M
6M Money Flow
-
Convertibles
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-0.16
YTD Return
-2.7%
3yr Return
2.6%
1yr Return
4.1%
Total Assets
$135M
6M Money Flow
$243K
Convertibles
Expense Ratio
1.41%
TTM Yield
7.9%
3yr Sharpe
-0.30
YTD Return
-6.3%
3yr Return
-11.9%
1yr Return
12.5%
Total Assets
$105M
6M Money Flow
-
Convertibles
Expense Ratio
2.41%
TTM Yield
13.8%
3yr Sharpe
-0.54
YTD Return
-5.5%
3yr Return
-22.3%
1yr Return
8.5%
Total Assets
$70M
6M Money Flow
-
Convertibles
Expense Ratio
0.95%
TTM Yield
1.9%
3yr Sharpe
-0.44
YTD Return
-10.0%
3yr Return
-10.5%
1yr Return
-0.8%
Total Assets
$69M
6M Money Flow
$11M
Convertibles
Expense Ratio
0.32%
TTM Yield
2.9%
3yr Sharpe
-0.27
YTD Return
-5.7%
3yr Return
-0.5%
1yr Return
3.9%
Total Assets
$45M
6M Money Flow
$7M
Convertibles
Expense Ratio
1.50%
TTM Yield
4.6%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
6.0%
Total Assets
$29M
6M Money Flow
-$303K
Convertibles
Expense Ratio
1.14%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.7%
3yr Return
-
1yr Return
-
Total Assets
$26M
6M Money Flow
-
Convertibles
Expense Ratio
0.69%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-11.5%
3yr Return
-
1yr Return
-1.2%
Total Assets
$24M
6M Money Flow
$14M
Convertibles
Expense Ratio
0.63%
TTM Yield
3.6%
3yr Sharpe
-0.15
YTD Return
-5.4%
3yr Return
3.6%
1yr Return
5.5%
Total Assets
$24M
6M Money Flow
-$1M
Convertibles
Expense Ratio
0.75%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
-6.6%
3yr Return
-
1yr Return
-0.6%
Total Assets
$14M
6M Money Flow
$2M
Convertibles
Expense Ratio
0.90%
TTM Yield
3.1%
3yr Sharpe
-0.34
YTD Return
-7.8%
3yr Return
-7.5%
1yr Return
4.0%
Total Assets
$12M
6M Money Flow
-$2M