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 Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 105 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 ▼
Equity Hedged
Expense Ratio
0.50%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-7.6%
3yr Return
-
1yr Return
4.1%
Total Assets
$3B
6M Money Flow
$1B
Equity Hedged
Expense Ratio
0.58%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
-9.9%
3yr Return
18.7%
1yr Return
2.0%
Total Assets
$19B
6M Money Flow
$529M
Equity Hedged
Expense Ratio
0.59%
TTM Yield
0.8%
3yr Sharpe
0.20
YTD Return
-5.1%
3yr Return
14.5%
1yr Return
6.2%
Total Assets
$5B
6M Money Flow
$466M
Equity Hedged
Expense Ratio
0.79%
TTM Yield
0.5%
3yr Sharpe
0.36
YTD Return
-9.2%
3yr Return
18.7%
1yr Return
3.3%
Total Assets
$2B
6M Money Flow
$370M
Equity Hedged
Expense Ratio
0.44%
TTM Yield
1.3%
3yr Sharpe
0.55
YTD Return
-6.4%
3yr Return
22.8%
1yr Return
6.1%
Total Assets
$386M
6M Money Flow
$199M
Equity Hedged
Expense Ratio
0.63%
TTM Yield
0.0%
3yr Sharpe
-0.30
YTD Return
3.3%
3yr Return
6.6%
1yr Return
7.6%
Total Assets
$366M
6M Money Flow
$89M
Equity Hedged
Expense Ratio
0.88%
TTM Yield
0.5%
3yr Sharpe
0.20
YTD Return
-4.6%
3yr Return
16.2%
1yr Return
4.7%
Total Assets
$352M
6M Money Flow
$73M
Equity Hedged
Expense Ratio
0.29%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-8.7%
3yr Return
-
1yr Return
1.0%
Total Assets
$80M
6M Money Flow
$46M
Equity Hedged
Expense Ratio
1.33%
TTM Yield
0.1%
3yr Sharpe
0.49
YTD Return
-7.5%
3yr Return
16.2%
1yr Return
2.8%
Total Assets
$670M
6M Money Flow
$44M
Equity Hedged
Expense Ratio
0.55%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-7.4%
3yr Return
-
1yr Return
3.8%
Total Assets
$290M
6M Money Flow
$43M
Equity Hedged
Expense Ratio
0.98%
TTM Yield
0.5%
3yr Sharpe
0.03
YTD Return
-7.0%
3yr Return
10.6%
1yr Return
1.0%
Total Assets
$195M
6M Money Flow
$42M
Equity Hedged
Expense Ratio
1.25%
TTM Yield
1.5%
3yr Sharpe
0.22
YTD Return
-1.7%
3yr Return
12.5%
1yr Return
3.4%
Total Assets
$231M
6M Money Flow
$40M
Equity Hedged
Expense Ratio
0.51%
TTM Yield
5.2%
3yr Sharpe
-0.34
YTD Return
0.0%
3yr Return
7.5%
1yr Return
3.6%
Total Assets
$485M
6M Money Flow
$33M
Equity Hedged
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
-
Total Assets
$37M
6M Money Flow
$31M
Equity Hedged
Expense Ratio
0.49%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-13.9%
3yr Return
-
1yr Return
-
Total Assets
$24M
6M Money Flow
$28M
Equity Hedged
Expense Ratio
1.18%
TTM Yield
1.5%
3yr Sharpe
0.36
YTD Return
-6.4%
3yr Return
13.4%
1yr Return
0.8%
Total Assets
$228M
6M Money Flow
$23M
Equity Hedged
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.6%
3yr Return
-
1yr Return
-
Total Assets
$29M
6M Money Flow
$22M
Equity Hedged
Expense Ratio
1.43%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-9.0%
3yr Return
4.5%
1yr Return
0.0%
Total Assets
$52M
6M Money Flow
$22M
Equity Hedged
Expense Ratio
1.28%
TTM Yield
0.2%
3yr Sharpe
0.55
YTD Return
-7.4%
3yr Return
20.9%
1yr Return
0.7%
Total Assets
$180M
6M Money Flow
$21M
Equity Hedged
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-14.2%
3yr Return
-
1yr Return
-
Total Assets
$14M
6M Money Flow
$15M
Equity Hedged
Expense Ratio
0.79%
TTM Yield
0.5%
3yr Sharpe
-0.07
YTD Return
-11.9%
3yr Return
2.1%
1yr Return
0.1%
Total Assets
$210M
6M Money Flow
$14M
Equity Hedged
Expense Ratio
0.55%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.6%
3yr Return
-
1yr Return
-
Total Assets
$28M
6M Money Flow
$14M
Equity Hedged
Expense Ratio
0.47%
TTM Yield
2.6%
3yr Sharpe
0.38
YTD Return
-8.6%
3yr Return
15.0%
1yr Return
1.2%
Total Assets
$1B
6M Money Flow
$13M
Equity Hedged
Expense Ratio
0.69%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.1%
3yr Return
-
1yr Return
-
Total Assets
$13M
6M Money Flow
$10M
Equity Hedged
Expense Ratio
1.12%
TTM Yield
0.4%
3yr Sharpe
0.32
YTD Return
-10.3%
3yr Return
15.2%
1yr Return
-0.2%
Total Assets
$43M
6M Money Flow
$9M
Equity Hedged
Expense Ratio
0.29%
TTM Yield
2.8%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
0.2%
Total Assets
$37M
6M Money Flow
$8M
Equity Hedged
Expense Ratio
1.99%
TTM Yield
0.0%
3yr Sharpe
-0.12
YTD Return
-6.8%
3yr Return
3.7%
1yr Return
-0.2%
Total Assets
$137M
6M Money Flow
$8M
Equity Hedged
Expense Ratio
0.56%
TTM Yield
8.4%
3yr Sharpe
0.15
YTD Return
-8.6%
3yr Return
8.2%
1yr Return
-0.8%
Total Assets
$426M
6M Money Flow
$6M
Equity Hedged
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-10.7%
3yr Return
-
1yr Return
-
Total Assets
$8M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
1.32%
TTM Yield
1.0%
3yr Sharpe
-0.10
YTD Return
-6.4%
3yr Return
6.0%
1yr Return
3.0%
Total Assets
$130M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
2.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.0%
3yr Return
-
1yr Return
-0.9%
Total Assets
$65M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
1.46%
TTM Yield
1.2%
3yr Sharpe
-0.02
YTD Return
-10.1%
3yr Return
8.2%
1yr Return
1.3%
Total Assets
$22M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
0.53%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-11.1%
3yr Return
-
1yr Return
0.2%
Total Assets
$135M
6M Money Flow
$5M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
3.9%
3yr Sharpe
-0.77
YTD Return
4.1%
3yr Return
1.5%
1yr Return
9.3%
Total Assets
$24M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
1.94%
TTM Yield
0.8%
3yr Sharpe
0.05
YTD Return
-6.7%
3yr Return
7.7%
1yr Return
7.3%
Total Assets
$38M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
0.85%
TTM Yield
0.3%
3yr Sharpe
0.16
YTD Return
-5.5%
3yr Return
15.2%
1yr Return
4.9%
Total Assets
$26M
6M Money Flow
$4M
Equity Hedged
Expense Ratio
0.50%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-7.4%
3yr Return
-
1yr Return
3.9%
Total Assets
$306M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
0.39%
TTM Yield
2.1%
3yr Sharpe
-0.21
YTD Return
-8.6%
3yr Return
-1.4%
1yr Return
-4.4%
Total Assets
$107M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
1.56%
TTM Yield
0.0%
3yr Sharpe
-0.28
YTD Return
-6.5%
3yr Return
0.2%
1yr Return
4.2%
Total Assets
$36M
6M Money Flow
$3M
Equity Hedged
Expense Ratio
0.65%
TTM Yield
1.8%
3yr Sharpe
0.12
YTD Return
-1.5%
3yr Return
15.3%
1yr Return
0.3%
Total Assets
$52M
6M Money Flow
$2M
Equity Hedged
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.8%
3yr Return
-
1yr Return
-
Total Assets
$9M
6M Money Flow
$2M
Equity Hedged
Expense Ratio
1.41%
TTM Yield
0.1%
3yr Sharpe
0.83
YTD Return
-7.1%
3yr Return
23.5%
1yr Return
4.1%
Total Assets
$178M
6M Money Flow
$2M