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

Equity Hedgedor search across All Categories

Statistics as of Jun 06, 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 Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Equity Hedged
Expense Ratio
2.07%
TTM Yield
3.8%
3yr Sharpe
-1.59
YTD Return
1.6%
3yr Return
10.4%
1yr Return
3.1%
Total Assets
$54M
6M Money Flow
-$22M
Equity Hedged
Expense Ratio
1.17%
TTM Yield
4.0%
3yr Sharpe
-0.89
YTD Return
-5.5%
3yr Return
3.4%
1yr Return
-4.1%
Total Assets
$69M
6M Money Flow
$581K
Equity Hedged
Expense Ratio
1.18%
TTM Yield
1.0%
3yr Sharpe
-0.81
YTD Return
6.1%
3yr Return
-7.5%
1yr Return
7.6%
Total Assets
$59M
6M Money Flow
-$51M
Equity Hedged
Expense Ratio
1.43%
TTM Yield
3.1%
3yr Sharpe
-0.59
YTD Return
-0.3%
3yr Return
6.5%
1yr Return
4.3%
Total Assets
$161M
6M Money Flow
-$3M
Equity Hedged
Expense Ratio
0.51%
TTM Yield
5.2%
3yr Sharpe
-0.50
YTD Return
1.3%
3yr Return
9.2%
1yr Return
4.0%
Total Assets
$481M
6M Money Flow
-$2M
Equity Hedged
Expense Ratio
1.25%
TTM Yield
4.7%
3yr Sharpe
-0.44
YTD Return
-0.7%
3yr Return
-3.7%
1yr Return
-2.6%
Total Assets
$30M
6M Money Flow
-$17M
Equity Hedged
Expense Ratio
1.27%
TTM Yield
3.3%
3yr Sharpe
-0.40
YTD Return
-1.2%
3yr Return
-0.6%
1yr Return
-1.0%
Total Assets
$52M
6M Money Flow
$2M
Equity Hedged
Expense Ratio
1.62%
TTM Yield
0.9%
3yr Sharpe
-0.39
YTD Return
2.7%
3yr Return
7.1%
1yr Return
5.5%
Total Assets
$55M
6M Money Flow
-$9M
Equity Hedged
Expense Ratio
2.09%
TTM Yield
0.0%
3yr Sharpe
-0.35
YTD Return
0.0%
3yr Return
6.3%
1yr Return
-0.3%
Total Assets
$195M
6M Money Flow
-$64M
Equity Hedged
Expense Ratio
1.22%
TTM Yield
2.5%
3yr Sharpe
-0.35
YTD Return
18.4%
3yr Return
1.1%
1yr Return
14.3%
Total Assets
$375M
6M Money Flow
$20M
Equity Hedged
Expense Ratio
2.45%
TTM Yield
0.6%
3yr Sharpe
-0.33
YTD Return
4.9%
3yr Return
8.7%
1yr Return
0.3%
Total Assets
$19M
6M Money Flow
-$3M
Equity Hedged
Expense Ratio
2.27%
TTM Yield
1.0%
3yr Sharpe
-0.31
YTD Return
14.5%
3yr Return
5.8%
1yr Return
12.8%
Total Assets
$7M
6M Money Flow
$615K
Equity Hedged
Expense Ratio
3.02%
TTM Yield
17.4%
3yr Sharpe
-0.27
YTD Return
7.5%
3yr Return
2.1%
1yr Return
7.8%
Total Assets
$14M
6M Money Flow
-$2M
Equity Hedged
Expense Ratio
2.77%
TTM Yield
17.5%
3yr Sharpe
-0.26
YTD Return
7.6%
3yr Return
2.6%
1yr Return
8.0%
Total Assets
$15M
6M Money Flow
-$2M
Equity Hedged
Expense Ratio
0.39%
TTM Yield
2.1%
3yr Sharpe
-0.25
YTD Return
-6.4%
3yr Return
7.7%
1yr Return
-3.5%
Total Assets
$94M
6M Money Flow
-$11M
Equity Hedged
Expense Ratio
0.49%
TTM Yield
3.0%
3yr Sharpe
-0.20
YTD Return
13.8%
3yr Return
7.3%
1yr Return
5.8%
Total Assets
$31M
6M Money Flow
-$5M
Equity Hedged
Expense Ratio
2.04%
TTM Yield
3.0%
3yr Sharpe
-0.18
YTD Return
2.4%
3yr Return
13.2%
1yr Return
4.4%
Total Assets
$77M
6M Money Flow
-$19M
Equity Hedged
Expense Ratio
0.63%
TTM Yield
0.0%
3yr Sharpe
-0.11
YTD Return
1.5%
3yr Return
11.6%
1yr Return
5.0%
Total Assets
$405M
6M Money Flow
$101M
Equity Hedged
Expense Ratio
1.99%
TTM Yield
0.0%
3yr Sharpe
-0.05
YTD Return
-2.2%
3yr Return
12.5%
1yr Return
5.1%
Total Assets
$137M
6M Money Flow
-$714K
Equity Hedged
Expense Ratio
0.70%
TTM Yield
4.9%
3yr Sharpe
-0.04
YTD Return
3.0%
3yr Return
14.5%
1yr Return
6.3%
Total Assets
$56M
6M Money Flow
-$9M
Equity Hedged
Expense Ratio
2.02%
TTM Yield
2.3%
3yr Sharpe
-0.04
YTD Return
-3.8%
3yr Return
14.5%
1yr Return
-0.9%
Total Assets
$40M
6M Money Flow
-$22M
Equity Hedged
Expense Ratio
0.41%
TTM Yield
2.4%
3yr Sharpe
-0.02
YTD Return
4.2%
3yr Return
12.9%
1yr Return
7.8%
Total Assets
$19M
6M Money Flow
-$3M
Equity Hedged
Expense Ratio
0.49%
TTM Yield
2.6%
3yr Sharpe
-0.02
YTD Return
1.8%
3yr Return
15.2%
1yr Return
7.9%
Total Assets
$247M
6M Money Flow
-$24M
Equity Hedged
Expense Ratio
0.65%
TTM Yield
1.7%
3yr Sharpe
-0.02
YTD Return
2.7%
3yr Return
11.8%
1yr Return
7.4%
Total Assets
$54M
6M Money Flow
$892K
Equity Hedged
Expense Ratio
1.25%
TTM Yield
3.6%
3yr Sharpe
-0.01
YTD Return
2.6%
3yr Return
15.9%
1yr Return
0.5%
Total Assets
$59M
6M Money Flow
-$6M
Equity Hedged
Expense Ratio
2.05%
TTM Yield
1.3%
3yr Sharpe
0.02
YTD Return
3.6%
3yr Return
16.3%
1yr Return
4.1%
Total Assets
$91M
6M Money Flow
-$4M
Equity Hedged
Expense Ratio
2.49%
TTM Yield
3.0%
3yr Sharpe
0.05
YTD Return
2.8%
3yr Return
14.8%
1yr Return
2.4%
Total Assets
$318M
6M Money Flow
-$41M
Equity Hedged
Expense Ratio
1.96%
TTM Yield
0.1%
3yr Sharpe
0.10
YTD Return
-0.1%
3yr Return
20.2%
1yr Return
7.7%
Total Assets
$52M
6M Money Flow
-$7M
Equity Hedged
Expense Ratio
1.10%
TTM Yield
0.9%
3yr Sharpe
0.11
YTD Return
3.4%
3yr Return
19.9%
1yr Return
9.3%
Total Assets
$26M
6M Money Flow
-$3M
Equity Hedged
Expense Ratio
0.98%
TTM Yield
0.4%
3yr Sharpe
0.11
YTD Return
-0.8%
3yr Return
19.6%
1yr Return
4.3%
Total Assets
$271M
6M Money Flow
$80M
Equity Hedged
Expense Ratio
1.61%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
3.1%
3yr Return
18.8%
1yr Return
11.8%
Total Assets
$39M
6M Money Flow
$2M
Equity Hedged
Expense Ratio
0.89%
TTM Yield
7.4%
3yr Sharpe
0.17
YTD Return
-0.2%
3yr Return
23.3%
1yr Return
10.2%
Total Assets
$2B
6M Money Flow
-$23M
Equity Hedged
Expense Ratio
1.29%
TTM Yield
3.1%
3yr Sharpe
0.21
YTD Return
13.5%
3yr Return
23.0%
1yr Return
10.1%
Total Assets
$26M
6M Money Flow
-$9M
Equity Hedged
Expense Ratio
0.66%
TTM Yield
0.5%
3yr Sharpe
0.22
YTD Return
-0.7%
3yr Return
21.3%
1yr Return
7.2%
Total Assets
$529M
6M Money Flow
-$100M
Equity Hedged
Expense Ratio
1.10%
TTM Yield
5.9%
3yr Sharpe
0.25
YTD Return
-1.1%
3yr Return
28.6%
1yr Return
11.6%
Total Assets
$640M
6M Money Flow
-$50M
Equity Hedged
Expense Ratio
1.27%
TTM Yield
0.1%
3yr Sharpe
0.26
YTD Return
1.0%
3yr Return
22.4%
1yr Return
7.6%
Total Assets
$637M
6M Money Flow
-$68M
Equity Hedged
Expense Ratio
1.42%
TTM Yield
1.0%
3yr Sharpe
0.27
YTD Return
2.5%
3yr Return
30.4%
1yr Return
8.8%
Total Assets
$52M
6M Money Flow
-$9M
Equity Hedged
Expense Ratio
1.99%
TTM Yield
2.8%
3yr Sharpe
0.27
YTD Return
-3.3%
3yr Return
22.2%
1yr Return
2.2%
Total Assets
$18M
6M Money Flow
-$2M
Equity Hedged
Expense Ratio
1.33%
TTM Yield
2.9%
3yr Sharpe
0.28
YTD Return
2.1%
3yr Return
24.6%
1yr Return
9.5%
Total Assets
$20M
6M Money Flow
-$894K
Equity Hedged
Expense Ratio
0.79%
TTM Yield
0.4%
3yr Sharpe
0.29
YTD Return
0.6%
3yr Return
27.6%
1yr Return
10.1%
Total Assets
$231M
6M Money Flow
$17M
Equity Hedged
Expense Ratio
1.94%
TTM Yield
0.7%
3yr Sharpe
0.34
YTD Return
7.7%
3yr Return
31.4%
1yr Return
10.6%
Total Assets
$43M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
1.43%
TTM Yield
0.0%
3yr Sharpe
0.37
YTD Return
1.8%
3yr Return
29.5%
1yr Return
9.4%
Total Assets
$47M
6M Money Flow
$11M