Global Aggressive Allocationor search across All Categories
Statistics as of Jun 06, 2025
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Found total of 30 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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return ▼ | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 2.57% | TTM Yield 6.5% | 3yr Sharpe 0.41 | YTD Return 15.1% | 3yr Return 44.5% | 1yr Return 18.7% | Total Assets $2B | 6M Money Flow -$52M | |
Expense Ratio 2.04% | TTM Yield 1.0% | 3yr Sharpe 0.04 | YTD Return 11.1% | 3yr Return 17.5% | 1yr Return 6.9% | Total Assets $8M | 6M Money Flow $307K | |
Expense Ratio 0.85% | TTM Yield 3.3% | 3yr Sharpe 0.01 | YTD Return 10.3% | 3yr Return 15.8% | 1yr Return 10.4% | Total Assets $15M | 6M Money Flow -$191K | |
Expense Ratio 1.10% Expense Ratio 0.85% | ||||||||
Expense Ratio 1.88% | TTM Yield 8.3% | 3yr Sharpe - | YTD Return 8.9% | 3yr Return - | 1yr Return 12.7% | Total Assets $62M | 6M Money Flow $18M | |
Expense Ratio 1.01% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return 7.0% | 3yr Return 30.6% | 1yr Return 10.7% | Total Assets $3B | 6M Money Flow -$103M | |
Expense Ratio 0.68% Expense Ratio 0.76% Expense Ratio 1.76% Expense Ratio 0.76% Expense Ratio 1.01% | ||||||||
Expense Ratio 0.98% | TTM Yield 1.2% | 3yr Sharpe 0.48 | YTD Return 6.8% | 3yr Return 39.6% | 1yr Return 12.9% | Total Assets $495M | 6M Money Flow -$32M | |
Expense Ratio 0.91% Expense Ratio 1.73% Expense Ratio 0.66% | ||||||||
Expense Ratio 1.39% | TTM Yield 0.9% | 3yr Sharpe 1.11 | YTD Return 6.7% | 3yr Return 102.8% | 1yr Return 41.2% | Total Assets $67M | 6M Money Flow $18M | |
Expense Ratio 2.14% Expense Ratio 1.64% | ||||||||
Expense Ratio 1.20% | TTM Yield 0.8% | 3yr Sharpe 0.49 | YTD Return 6.7% | 3yr Return 42.9% | 1yr Return 13.0% | Total Assets $1B | 6M Money Flow $40M | |
Expense Ratio 1.06% Expense Ratio 2.03% Expense Ratio 0.85% Expense Ratio 0.73% | ||||||||
Expense Ratio 1.29% | TTM Yield 2.5% | 3yr Sharpe 0.39 | YTD Return 6.5% | 3yr Return 36.5% | 1yr Return 16.5% | Total Assets $60M | 6M Money Flow -$103M | |
Expense Ratio 1.04% | ||||||||
Expense Ratio 0.45% | TTM Yield 3.0% | 3yr Sharpe 0.31 | YTD Return 6.2% | 3yr Return 32.3% | 1yr Return 9.8% | Total Assets $774M | 6M Money Flow $10M | |
Expense Ratio 0.10% | ||||||||
Expense Ratio 0.65% | TTM Yield 1.4% | 3yr Sharpe 0.37 | YTD Return 6.2% | 3yr Return 34.1% | 1yr Return 10.7% | Total Assets $5B | 6M Money Flow $132M | |
Expense Ratio 0.57% Expense Ratio 0.94% Expense Ratio 0.69% Expense Ratio 1.19% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.50% | TTM Yield 1.8% | 3yr Sharpe 0.42 | YTD Return 6.2% | 3yr Return 38.1% | 1yr Return 12.2% | Total Assets $965M | 6M Money Flow -$23M | |
Expense Ratio 0.15% | TTM Yield 2.2% | 3yr Sharpe 0.43 | YTD Return 6.1% | 3yr Return 35.2% | 1yr Return 11.4% | Total Assets $2B | 6M Money Flow $108M | |
Expense Ratio 1.20% | TTM Yield 7.7% | 3yr Sharpe -0.20 | YTD Return 6.1% | 3yr Return 4.0% | 1yr Return 10.6% | Total Assets $144M | 6M Money Flow -$10M | |
Expense Ratio 1.26% | TTM Yield 1.2% | 3yr Sharpe 0.35 | YTD Return 5.9% | 3yr Return 33.6% | 1yr Return 10.8% | Total Assets $306M | 6M Money Flow -$21M | |
Expense Ratio 1.01% Expense Ratio 2.01% Expense Ratio 1.43% Expense Ratio 0.93% | ||||||||
Expense Ratio 1.03% | TTM Yield 1.7% | 3yr Sharpe 0.35 | YTD Return 5.8% | 3yr Return 34.5% | 1yr Return 11.2% | Total Assets $336M | 6M Money Flow -$27M | |
Expense Ratio 1.53% | ||||||||
Expense Ratio 0.68% | TTM Yield 1.5% | 3yr Sharpe 0.31 | YTD Return 5.8% | 3yr Return 32.2% | 1yr Return 11.6% | Total Assets $615M | 6M Money Flow $2M | |
Expense Ratio 1.04% Expense Ratio 0.63% | ||||||||
Expense Ratio 0.94% | TTM Yield 1.3% | 3yr Sharpe 0.44 | YTD Return 5.6% | 3yr Return 39.8% | 1yr Return 9.8% | Total Assets $245M | 6M Money Flow -$21M | |
Expense Ratio 0.90% Expense Ratio 0.65% Expense Ratio 0.75% Expense Ratio 0.80% | ||||||||
Expense Ratio 0.02% | TTM Yield 1.8% | 3yr Sharpe 0.47 | YTD Return 5.5% | 3yr Return 38.5% | 1yr Return 12.2% | Total Assets $2M | 6M Money Flow $254K | |
Expense Ratio 0.91% | TTM Yield 2.0% | 3yr Sharpe 0.22 | YTD Return 5.4% | 3yr Return 26.5% | 1yr Return 10.2% | Total Assets $838M | 6M Money Flow -$28M | |
Expense Ratio 1.17% Expense Ratio 1.67% Expense Ratio 0.67% Expense Ratio 0.59% | ||||||||
Expense Ratio 0.33% | TTM Yield 2.8% | 3yr Sharpe 0.39 | YTD Return 5.3% | 3yr Return 29.9% | 1yr Return 10.0% | Total Assets $181M | 6M Money Flow -$8M | |
Expense Ratio 0.18% | TTM Yield 2.0% | 3yr Sharpe 0.39 | YTD Return 5.2% | 3yr Return 33.7% | 1yr Return 11.0% | Total Assets $30M | 6M Money Flow -$1M | |
Expense Ratio 0.88% | TTM Yield 3.1% | 3yr Sharpe 0.35 | YTD Return 5.2% | 3yr Return 31.2% | 1yr Return 10.2% | Total Assets $983M | 6M Money Flow -$22M | |
Expense Ratio 0.51% Expense Ratio 0.52% Expense Ratio 1.63% Expense Ratio 0.63% Expense Ratio 0.51% Expense Ratio 1.13% Expense Ratio 1.02% | ||||||||
Expense Ratio 1.06% | TTM Yield 1.7% | 3yr Sharpe 0.30 | YTD Return 5.1% | 3yr Return 31.2% | 1yr Return 9.9% | Total Assets $3B | 6M Money Flow -$199M | |
Expense Ratio 1.43% Expense Ratio 1.07% Expense Ratio 2.13% Expense Ratio 1.52% Expense Ratio 1.13% Expense Ratio 1.07% Expense Ratio 1.27% | ||||||||
Expense Ratio 0.97% | TTM Yield 2.2% | 3yr Sharpe 0.43 | YTD Return 4.8% | 3yr Return 36.4% | 1yr Return 10.0% | Total Assets $6B | 6M Money Flow $29M | |
Expense Ratio 0.74% Expense Ratio 0.49% Expense Ratio 1.50% | ||||||||
Expense Ratio 0.50% | TTM Yield 2.8% | 3yr Sharpe 0.40 | YTD Return 4.7% | 3yr Return 36.7% | 1yr Return 10.5% | Total Assets $644M | 6M Money Flow -$56M | |
Expense Ratio 0.90% Expense Ratio 0.84% Expense Ratio 1.14% Expense Ratio 0.63% | ||||||||
Expense Ratio 1.16% | TTM Yield 1.6% | 3yr Sharpe 0.46 | YTD Return 4.6% | 3yr Return 39.3% | 1yr Return 7.6% | Total Assets $399M | 6M Money Flow $12M | |
Expense Ratio 1.09% Expense Ratio 1.42% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.3% | 3yr Sharpe 0.26 | YTD Return 4.4% | 3yr Return 28.8% | 1yr Return 9.8% | Total Assets $346M | 6M Money Flow -$11M | |
Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.1% | 3yr Sharpe 0.31 | YTD Return 4.0% | 3yr Return 33.0% | 1yr Return 10.2% | Total Assets $113M | 6M Money Flow $8M | |
Expense Ratio 1.16% Expense Ratio 1.25% Expense Ratio 1.66% Expense Ratio 0.65% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.1% | 3yr Sharpe 0.22 | YTD Return 3.2% | 3yr Return 27.1% | 1yr Return 7.8% | Total Assets $450M | 6M Money Flow -$22M | |
Expense Ratio 1.13% Expense Ratio 1.20% Expense Ratio 1.88% Expense Ratio 0.70% | ||||||||