Global Conservative Allocationor search across All Categories
Statistics as of May 27, 2025
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Found total of 25 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 1.95% | TTM Yield 3.6% | 3yr Sharpe -0.14 | YTD Return 5.6% | 3yr Return 10.2% | 1yr Return 7.8% | Total Assets $2B | 6M Money Flow $8M | |
Expense Ratio 2.05% Expense Ratio 2.40% Expense Ratio 2.10% | ||||||||
Expense Ratio 1.13% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 5.4% | 3yr Return - | 1yr Return - | Total Assets $10M | 6M Money Flow $144K | |
Expense Ratio 1.38% | ||||||||
Expense Ratio 0.60% | TTM Yield 3.9% | 3yr Sharpe 0.06 | YTD Return 3.4% | 3yr Return 15.2% | 1yr Return 7.4% | Total Assets $210M | 6M Money Flow -$1M | |
Expense Ratio 0.81% | TTM Yield 3.8% | 3yr Sharpe 0.21 | YTD Return 3.3% | 3yr Return 17.2% | 1yr Return 7.0% | Total Assets $30M | 6M Money Flow -$2M | |
Expense Ratio 1.56% Expense Ratio 1.06% | ||||||||
Expense Ratio 0.15% | TTM Yield 3.3% | 3yr Sharpe 0.04 | YTD Return 2.9% | 3yr Return 15.1% | 1yr Return 7.7% | Total Assets $626M | 6M Money Flow $22M | |
Expense Ratio 1.04% | TTM Yield 2.8% | 3yr Sharpe 0.01 | YTD Return 2.8% | 3yr Return 14.9% | 1yr Return 7.4% | Total Assets $485M | 6M Money Flow $30M | |
Expense Ratio 0.91% Expense Ratio 1.85% Expense Ratio 0.72% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.11% | TTM Yield 3.7% | 3yr Sharpe -0.10 | YTD Return 2.6% | 3yr Return 11.1% | 1yr Return 6.9% | Total Assets $4B | 6M Money Flow -$153M | |
Expense Ratio 0.75% | TTM Yield 3.7% | 3yr Sharpe 0.02 | YTD Return 2.5% | 3yr Return 14.0% | 1yr Return 7.1% | Total Assets $347M | 6M Money Flow $9M | |
Expense Ratio 1.11% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.18% | TTM Yield 3.2% | 3yr Sharpe -0.03 | YTD Return 2.5% | 3yr Return 12.7% | 1yr Return 7.0% | Total Assets $8M | 6M Money Flow -$140K | |
Expense Ratio 1.31% | TTM Yield 2.0% | 3yr Sharpe -0.44 | YTD Return 2.5% | 3yr Return 5.5% | 1yr Return 4.8% | Total Assets $156M | 6M Money Flow -$1M | |
Expense Ratio 1.51% Expense Ratio 1.81% | ||||||||
Expense Ratio 0.42% | TTM Yield 4.0% | 3yr Sharpe 0.03 | YTD Return 2.5% | 3yr Return 15.2% | 1yr Return 6.6% | Total Assets $405M | 6M Money Flow -$15M | |
Expense Ratio 0.17% | ||||||||
Expense Ratio 0.24% | TTM Yield 3.4% | 3yr Sharpe 0.09 | YTD Return 2.4% | 3yr Return 16.2% | 1yr Return 6.4% | Total Assets $660M | 6M Money Flow -$39M | |
Expense Ratio 0.25% | TTM Yield 4.2% | 3yr Sharpe -0.04 | YTD Return 2.4% | 3yr Return 13.6% | 1yr Return 6.6% | Total Assets $2B | 6M Money Flow -$96M | |
Expense Ratio 0.61% Expense Ratio 0.21% Expense Ratio 1.32% Expense Ratio 0.31% Expense Ratio 0.68% Expense Ratio 0.46% Expense Ratio 0.26% | ||||||||
Expense Ratio 0.37% | TTM Yield 3.1% | 3yr Sharpe -0.11 | YTD Return 2.3% | 3yr Return 12.0% | 1yr Return 5.8% | Total Assets $1B | 6M Money Flow $151M | |
Expense Ratio 0.02% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.49% | TTM Yield 3.3% | 3yr Sharpe -0.13 | YTD Return 2.2% | 3yr Return 12.1% | 1yr Return 6.0% | Total Assets $5B | 6M Money Flow $18M | |
Expense Ratio 0.46% Expense Ratio 0.77% Expense Ratio 1.02% Expense Ratio 0.52% Expense Ratio 1.52% | ||||||||
Expense Ratio 0.71% | TTM Yield 3.5% | 3yr Sharpe -0.02 | YTD Return 2.2% | 3yr Return 13.9% | 1yr Return 6.1% | Total Assets $75M | 6M Money Flow -$722K | |
Expense Ratio 0.69% Expense Ratio 0.44% Expense Ratio 0.59% Expense Ratio 0.52% | ||||||||
Expense Ratio 1.01% | TTM Yield 4.0% | 3yr Sharpe -0.22 | YTD Return 2.2% | 3yr Return 8.0% | 1yr Return 5.7% | Total Assets $62M | 6M Money Flow -$10M | |
Expense Ratio 1.76% Expense Ratio 0.82% Expense Ratio 1.19% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.42% | TTM Yield 4.3% | 3yr Sharpe -0.25 | YTD Return 2.1% | 3yr Return 8.3% | 1yr Return 5.6% | Total Assets $351M | 6M Money Flow -$21M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 0.18% Expense Ratio 0.07% | ||||||||
Expense Ratio 1.75% | TTM Yield 3.7% | 3yr Sharpe -0.15 | YTD Return 2.0% | 3yr Return 12.5% | 1yr Return 6.0% | Total Assets $14M | 6M Money Flow $408K | |
Expense Ratio 0.62% | TTM Yield 5.3% | 3yr Sharpe -0.12 | YTD Return 1.7% | 3yr Return 13.1% | 1yr Return 4.2% | Total Assets $455M | 6M Money Flow -$45M | |
Expense Ratio 0.52% | ||||||||
Expense Ratio 0.83% | TTM Yield 3.6% | 3yr Sharpe -0.18 | YTD Return 1.7% | 3yr Return 9.7% | 1yr Return 5.4% | Total Assets $261M | 6M Money Flow -$31M | |
Expense Ratio 0.53% Expense Ratio 0.93% Expense Ratio 0.59% Expense Ratio 1.18% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.5% | 3yr Sharpe -0.29 | YTD Return 1.4% | 3yr Return 6.2% | 1yr Return 5.1% | Total Assets $90M | 6M Money Flow -$13M | |
Expense Ratio 1.79% Expense Ratio 0.70% | ||||||||
Expense Ratio 2.60% | TTM Yield 2.9% | 3yr Sharpe -0.54 | YTD Return 0.6% | 3yr Return 1.9% | 1yr Return 2.7% | Total Assets $108M | 6M Money Flow -$10M | |
Expense Ratio 1.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.1% | 3yr Return - | 1yr Return - | Total Assets $11M | 6M Money Flow - | |
Expense Ratio 1.83% | TTM Yield 3.4% | 3yr Sharpe - | YTD Return -1.0% | 3yr Return - | 1yr Return 2.0% | Total Assets $177M | 6M Money Flow $145M | |
Expense Ratio 2.23% | ||||||||