Moderately Aggressive Allocationor search across All Categories
Statistics as of Apr 02, 2025
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Found total of 85 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 1.50% | TTM Yield 1.8% | 3yr Sharpe -0.18 | YTD Return -9.2% | 3yr Return 5.8% | 1yr Return 12.0% | Total Assets $98M | 6M Money Flow -$4M | |
Expense Ratio 1.07% | TTM Yield 4.5% | 3yr Sharpe 0.10 | YTD Return -7.5% | 3yr Return 20.4% | 1yr Return 9.1% | Total Assets $666M | 6M Money Flow -$12M | |
Expense Ratio 3.90% | TTM Yield 7.5% | 3yr Sharpe 0.06 | YTD Return -6.2% | 3yr Return 19.5% | 1yr Return 8.7% | Total Assets $3B | 6M Money Flow -$52M | |
Expense Ratio 0.78% | TTM Yield 1.2% | 3yr Sharpe 0.29 | YTD Return -5.8% | 3yr Return 33.9% | 1yr Return -6.0% | Total Assets $514M | 6M Money Flow $4M | |
Expense Ratio 1.08% | TTM Yield 0.6% | 3yr Sharpe 0.23 | YTD Return -5.5% | 3yr Return 27.7% | 1yr Return 3.0% | Total Assets $1B | 6M Money Flow -$29M | |
Expense Ratio 0.76% Expense Ratio 1.83% Expense Ratio 1.01% | ||||||||
Expense Ratio 2.70% | TTM Yield 7.3% | 3yr Sharpe 0.44 | YTD Return -4.6% | 3yr Return 42.7% | 1yr Return 14.3% | Total Assets $289M | 6M Money Flow -$25M | |
Expense Ratio 1.30% | TTM Yield 1.4% | 3yr Sharpe -0.40 | YTD Return -4.5% | 3yr Return -2.8% | 1yr Return -0.5% | Total Assets $124M | 6M Money Flow -$5M | |
Expense Ratio 1.55% | ||||||||
Expense Ratio 2.50% | TTM Yield 3.5% | 3yr Sharpe -0.29 | YTD Return -3.9% | 3yr Return 2.4% | 1yr Return 3.6% | Total Assets $12M | 6M Money Flow -$6M | |
Expense Ratio 2.62% Expense Ratio 3.12% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.8% | 3yr Sharpe 0.12 | YTD Return -3.8% | 3yr Return 19.7% | 1yr Return 8.0% | Total Assets $3B | 6M Money Flow -$73M | |
Expense Ratio 0.80% Expense Ratio 1.80% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.85% | TTM Yield 0.8% | 3yr Sharpe 0.03 | YTD Return -3.2% | 3yr Return 15.4% | 1yr Return 7.7% | Total Assets $34M | 6M Money Flow -$4M | |
Expense Ratio 1.02% | TTM Yield 0.7% | 3yr Sharpe 0.22 | YTD Return -2.8% | 3yr Return 24.2% | 1yr Return 6.4% | Total Assets $25M | 6M Money Flow $126K | |
Expense Ratio 1.45% | TTM Yield 0.1% | 3yr Sharpe 0.07 | YTD Return -2.7% | 3yr Return 16.6% | 1yr Return 9.1% | Total Assets $181M | 6M Money Flow -$24M | |
Expense Ratio 1.05% Expense Ratio 2.05% Expense Ratio 1.30% | ||||||||
Expense Ratio 0.97% | TTM Yield 1.1% | 3yr Sharpe 0.03 | YTD Return -2.6% | 3yr Return 15.7% | 1yr Return 6.3% | Total Assets $115M | 6M Money Flow -$7M | |
Expense Ratio 1.15% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.91% | TTM Yield 5.5% | 3yr Sharpe 0.13 | YTD Return -2.3% | 3yr Return 23.1% | 1yr Return 15.3% | Total Assets $161M | 6M Money Flow -$7M | |
Expense Ratio 0.97% Expense Ratio 1.23% Expense Ratio 1.98% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.47% | TTM Yield 10.1% | 3yr Sharpe 0.29 | YTD Return -2.0% | 3yr Return 26.7% | 1yr Return 12.5% | Total Assets $2B | 6M Money Flow - | |
Expense Ratio 2.28% | TTM Yield 1.6% | 3yr Sharpe 0.05 | YTD Return -1.7% | 3yr Return 16.3% | 1yr Return 4.2% | Total Assets $1M | 6M Money Flow $16K | |
Expense Ratio 3.28% Expense Ratio 2.53% | ||||||||
Expense Ratio 0.89% | TTM Yield 2.5% | 3yr Sharpe -0.07 | YTD Return -1.6% | 3yr Return 11.2% | 1yr Return 3.3% | Total Assets $800M | 6M Money Flow -$38M | |
Expense Ratio 1.10% Expense Ratio 0.64% Expense Ratio 1.85% Expense Ratio 1.15% | ||||||||
Expense Ratio 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -1.5% | 3yr Return - | 1yr Return - | Total Assets $153M | 6M Money Flow $13M | |
Expense Ratio 0.85% | TTM Yield 0.7% | 3yr Sharpe - | YTD Return -1.5% | 3yr Return - | 1yr Return 6.3% | Total Assets $238M | 6M Money Flow $153M | |
Expense Ratio 0.50% Expense Ratio 1.56% Expense Ratio 0.99% Expense Ratio 0.45% Expense Ratio 0.84% | ||||||||
Expense Ratio 0.87% | TTM Yield 1.8% | 3yr Sharpe 0.02 | YTD Return -1.4% | 3yr Return 14.5% | 1yr Return 5.6% | Total Assets $133M | 6M Money Flow $9M | |
Expense Ratio 1.14% Expense Ratio 1.22% Expense Ratio 1.64% Expense Ratio 0.62% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.7% | 3yr Sharpe -0.05 | YTD Return -1.4% | 3yr Return 12.1% | 1yr Return 6.8% | Total Assets $602M | 6M Money Flow -$51M | |
Expense Ratio 1.84% Expense Ratio 0.84% | ||||||||
Expense Ratio 1.12% | TTM Yield 2.0% | 3yr Sharpe 0.00 | YTD Return -1.4% | 3yr Return 14.4% | 1yr Return 5.8% | Total Assets $5B | 6M Money Flow -$25M | |
Expense Ratio 0.91% | ||||||||
Expense Ratio 1.03% | TTM Yield 1.5% | 3yr Sharpe 0.07 | YTD Return -1.3% | 3yr Return 17.1% | 1yr Return 7.2% | Total Assets $1B | 6M Money Flow -$68M | |
Expense Ratio 0.78% Expense Ratio 1.78% Expense Ratio 0.70% Expense Ratio 1.28% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe -0.16 | YTD Return -1.3% | 3yr Return 8.6% | 1yr Return 2.9% | Total Assets $152M | 6M Money Flow -$10M | |
Expense Ratio 0.80% | TTM Yield 1.5% | 3yr Sharpe -0.03 | YTD Return -1.0% | 3yr Return 12.7% | 1yr Return 5.8% | Total Assets $548M | 6M Money Flow -$46M | |
Expense Ratio 0.33% | TTM Yield 1.9% | 3yr Sharpe 0.09 | YTD Return -1.0% | 3yr Return 18.1% | 1yr Return 6.6% | Total Assets $2B | 6M Money Flow $360M | |
Expense Ratio 0.31% Expense Ratio 0.67% Expense Ratio 1.42% Expense Ratio 0.83% | ||||||||
Expense Ratio 0.69% | TTM Yield 2.1% | 3yr Sharpe 0.08 | YTD Return -0.9% | 3yr Return 17.4% | 1yr Return 7.4% | Total Assets $2B | 6M Money Flow -$153M | |
Expense Ratio 0.26% | ||||||||
Expense Ratio 2.53% | TTM Yield 6.3% | 3yr Sharpe -0.20 | YTD Return -0.9% | 3yr Return 1.8% | 1yr Return 8.2% | Total Assets $2B | 6M Money Flow -$55M | |
Expense Ratio 0.42% | TTM Yield 2.3% | 3yr Sharpe 0.09 | YTD Return -0.8% | 3yr Return 18.1% | 1yr Return 7.0% | Total Assets $277M | 6M Money Flow -$63M | |
Expense Ratio 0.57% | ||||||||
Expense Ratio 0.49% | TTM Yield 1.3% | 3yr Sharpe 0.06 | YTD Return -0.8% | 3yr Return 16.6% | 1yr Return 7.8% | Total Assets $439M | 6M Money Flow -$40M | |
Expense Ratio 0.23% Expense Ratio 0.74% Expense Ratio 0.24% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.45% | TTM Yield 2.6% | 3yr Sharpe -0.12 | YTD Return -0.8% | 3yr Return 9.4% | 1yr Return 3.8% | Total Assets $938M | 6M Money Flow -$39M | |
Expense Ratio 0.70% Expense Ratio 1.20% Expense Ratio 0.35% Expense Ratio 0.20% Expense Ratio 0.09% | ||||||||
Expense Ratio 0.84% | TTM Yield 1.3% | 3yr Sharpe 0.14 | YTD Return -0.8% | 3yr Return 20.6% | 1yr Return 7.0% | Total Assets $1B | 6M Money Flow $183M | |
Expense Ratio 0.51% Expense Ratio 1.55% Expense Ratio 1.01% Expense Ratio 0.44% Expense Ratio 0.83% | ||||||||
Expense Ratio 1.12% | TTM Yield 1.6% | 3yr Sharpe 0.12 | YTD Return -0.8% | 3yr Return 19.1% | 1yr Return 6.7% | Total Assets $490M | 6M Money Flow -$20M | |
Expense Ratio 0.81% Expense Ratio 1.83% Expense Ratio 1.49% | ||||||||
Expense Ratio 0.84% | TTM Yield 2.1% | 3yr Sharpe -0.03 | YTD Return -0.7% | 3yr Return 13.3% | 1yr Return 5.8% | Total Assets $249M | 6M Money Flow -$14M | |
Expense Ratio 1.24% | ||||||||
Expense Ratio 0.46% | TTM Yield 2.2% | 3yr Sharpe -0.12 | YTD Return -0.7% | 3yr Return 9.1% | 1yr Return 4.0% | Total Assets $2B | 6M Money Flow -$113M | |
Expense Ratio 0.72% Expense Ratio 1.22% Expense Ratio 0.22% Expense Ratio 0.15% | ||||||||
Expense Ratio 1.77% | TTM Yield 0.5% | 3yr Sharpe -0.17 | YTD Return -0.6% | 3yr Return 8.7% | 1yr Return 7.1% | Total Assets $51M | 6M Money Flow -$3M | |
Expense Ratio 1.01% | TTM Yield 2.1% | 3yr Sharpe 0.31 | YTD Return -0.6% | 3yr Return 28.0% | 1yr Return 9.0% | Total Assets $3B | 6M Money Flow -$72M | |
Expense Ratio 0.68% Expense Ratio 0.76% Expense Ratio 1.76% Expense Ratio 1.26% Expense Ratio 0.78% | ||||||||
Expense Ratio 1.07% | TTM Yield 1.5% | 3yr Sharpe - | YTD Return -0.6% | 3yr Return - | 1yr Return 3.0% | Total Assets $4M | 6M Money Flow $2M | |
Expense Ratio 0.81% | TTM Yield 2.0% | 3yr Sharpe 0.06 | YTD Return -0.5% | 3yr Return 16.6% | 1yr Return 5.4% | Total Assets $296M | 6M Money Flow -$16M | |
Expense Ratio 0.78% Expense Ratio 0.53% Expense Ratio 0.63% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.08% | TTM Yield 2.5% | 3yr Sharpe 0.08 | YTD Return -0.4% | 3yr Return 18.0% | 1yr Return 6.6% | Total Assets $320M | 6M Money Flow -$24M | |
Expense Ratio 0.48% | TTM Yield 1.7% | 3yr Sharpe -0.04 | YTD Return -0.4% | 3yr Return 12.4% | 1yr Return 5.0% | Total Assets $111M | 6M Money Flow $922K | |
Expense Ratio 0.50% | TTM Yield 3.2% | 3yr Sharpe 0.05 | YTD Return -0.3% | 3yr Return 16.3% | 1yr Return 6.4% | Total Assets $870M | 6M Money Flow -$69M | |
Expense Ratio 0.90% Expense Ratio 0.84% Expense Ratio 1.14% Expense Ratio 0.61% | ||||||||