Moderately Conservative Allocationor search across All Categories
Statistics as of Apr 04, 2025
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Found total of 111 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 0.38% | TTM Yield 5.1% | 3yr Sharpe - | YTD Return -1.4% | 3yr Return - | 1yr Return 3.9% | Total Assets $545M | 6M Money Flow $226M | |
Expense Ratio 0.70% | TTM Yield 3.3% | 3yr Sharpe -0.09 | YTD Return -0.2% | 3yr Return 8.1% | 1yr Return 5.5% | Total Assets $4B | 6M Money Flow $162M | |
Expense Ratio 0.43% Expense Ratio 1.45% Expense Ratio 0.93% Expense Ratio 0.36% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.37% | TTM Yield 3.1% | 3yr Sharpe -0.14 | YTD Return -2.7% | 3yr Return 5.1% | 1yr Return 1.0% | Total Assets $843M | 6M Money Flow $130M | |
Expense Ratio 0.02% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.43% | TTM Yield 2.7% | 3yr Sharpe 0.14 | YTD Return -2.8% | 3yr Return 12.7% | 1yr Return 3.6% | Total Assets $5B | 6M Money Flow $125M | |
Expense Ratio 0.33% | ||||||||
Expense Ratio 0.64% | TTM Yield 2.5% | 3yr Sharpe 0.12 | YTD Return -2.9% | 3yr Return 12.0% | 1yr Return 3.4% | Total Assets $5B | 6M Money Flow $125M | |
Expense Ratio 1.36% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.09% | TTM Yield 2.3% | 3yr Sharpe 0.14 | YTD Return -6.1% | 3yr Return 12.7% | 1yr Return 1.7% | Total Assets $10B | 6M Money Flow $108M | |
Expense Ratio 0.69% | TTM Yield 3.4% | 3yr Sharpe -0.26 | YTD Return 1.3% | 3yr Return 6.6% | 1yr Return 6.0% | Total Assets $4B | 6M Money Flow $93M | |
Expense Ratio 0.42% Expense Ratio 1.44% Expense Ratio 0.92% Expense Ratio 0.35% Expense Ratio 0.74% | ||||||||
Expense Ratio 0.80% | TTM Yield 4.1% | 3yr Sharpe -0.21 | YTD Return -6.6% | 3yr Return 0.7% | 1yr Return -1.3% | Total Assets $3B | 6M Money Flow $66M | |
Expense Ratio 0.84% Expense Ratio 0.74% Expense Ratio 1.09% Expense Ratio 1.84% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.49% | TTM Yield 4.4% | 3yr Sharpe 0.06 | YTD Return -2.5% | 3yr Return 10.3% | 1yr Return 3.4% | Total Assets $2B | 6M Money Flow $59M | |
Expense Ratio 0.82% Expense Ratio 0.57% Expense Ratio 1.57% Expense Ratio 0.48% Expense Ratio 0.48% | ||||||||
Expense Ratio 0.64% | TTM Yield 3.2% | 3yr Sharpe -0.18 | YTD Return -3.6% | 3yr Return 3.4% | 1yr Return 2.2% | Total Assets $677M | 6M Money Flow $57M | |
Expense Ratio 0.28% Expense Ratio 0.30% Expense Ratio 1.39% Expense Ratio 0.80% | ||||||||
Expense Ratio 0.65% | TTM Yield 3.3% | 3yr Sharpe - | YTD Return -2.5% | 3yr Return - | 1yr Return 3.7% | Total Assets $252M | 6M Money Flow $42M | |
Expense Ratio 0.49% | ||||||||
Expense Ratio 1.04% | TTM Yield 2.9% | 3yr Sharpe -0.20 | YTD Return -2.0% | 3yr Return 4.6% | 1yr Return 2.5% | Total Assets $470M | 6M Money Flow $31M | |
Expense Ratio 0.91% Expense Ratio 1.85% Expense Ratio 0.72% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.15% | TTM Yield 3.2% | 3yr Sharpe -0.09 | YTD Return -2.0% | 3yr Return 7.0% | 1yr Return 3.6% | Total Assets $1B | 6M Money Flow $21M | |
Expense Ratio 0.15% | TTM Yield 3.4% | 3yr Sharpe -0.18 | YTD Return -0.8% | 3yr Return 6.2% | 1yr Return 4.2% | Total Assets $613M | 6M Money Flow $17M | |
Expense Ratio 1.30% | TTM Yield 2.2% | 3yr Sharpe - | YTD Return -13.2% | 3yr Return - | 1yr Return 0.1% | Total Assets $105M | 6M Money Flow $16M | |
Expense Ratio 1.55% Expense Ratio 2.30% | ||||||||
Expense Ratio 0.82% | TTM Yield 4.3% | 3yr Sharpe 0.06 | YTD Return -2.4% | 3yr Return 11.3% | 1yr Return 3.2% | Total Assets $76M | 6M Money Flow $5M | |
Expense Ratio 1.07% Expense Ratio 1.32% | ||||||||
Expense Ratio 1.03% | TTM Yield 2.5% | 3yr Sharpe -0.02 | YTD Return -4.3% | 3yr Return 8.6% | 1yr Return 1.1% | Total Assets $173M | 6M Money Flow $2M | |
Expense Ratio 0.95% Expense Ratio 1.34% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.2% | 3yr Sharpe -0.13 | YTD Return -3.6% | 3yr Return 6.6% | 1yr Return 0.2% | Total Assets $228M | 6M Money Flow $2M | |
Expense Ratio 0.85% | ||||||||
Expense Ratio 0.94% | TTM Yield 2.7% | 3yr Sharpe -0.18 | YTD Return -3.9% | 3yr Return 3.8% | 1yr Return 1.0% | Total Assets $47M | 6M Money Flow $1M | |
Expense Ratio 1.19% Expense Ratio 1.29% Expense Ratio 1.69% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.51% | TTM Yield 1.9% | 3yr Sharpe 0.04 | YTD Return -5.9% | 3yr Return 10.2% | 1yr Return 2.5% | Total Assets $789M | 6M Money Flow $1M | |
Expense Ratio 0.54% Expense Ratio 0.83% Expense Ratio 1.58% | ||||||||
Expense Ratio 1.08% | TTM Yield 2.2% | 3yr Sharpe -0.22 | YTD Return -4.2% | 3yr Return 3.4% | 1yr Return 0.2% | Total Assets $30M | 6M Money Flow $1M | |
Expense Ratio 1.47% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.9% | 3yr Sharpe -0.15 | YTD Return 0.3% | 3yr Return 4.4% | 1yr Return 4.3% | Total Assets $36M | 6M Money Flow $873K | |
Expense Ratio 2.68% | TTM Yield 8.3% | 3yr Sharpe 0.02 | YTD Return -9.5% | 3yr Return 5.8% | 1yr Return -2.2% | Total Assets $17M | 6M Money Flow $398K | |
Expense Ratio 2.93% Expense Ratio 3.68% | ||||||||
Expense Ratio 0.65% | TTM Yield 6.6% | 3yr Sharpe 0.05 | YTD Return -4.6% | 3yr Return 9.7% | 1yr Return 4.6% | Total Assets $71M | 6M Money Flow $166K | |
Expense Ratio 1.36% | TTM Yield 5.5% | 3yr Sharpe 0.59 | YTD Return -4.1% | 3yr Return 18.1% | 1yr Return 6.0% | Total Assets $11M | 6M Money Flow $151K | |
Expense Ratio 2.36% Expense Ratio 1.61% | ||||||||
Expense Ratio 1.82% | TTM Yield 2.4% | 3yr Sharpe -0.09 | YTD Return 0.6% | 3yr Return 6.7% | 1yr Return 3.1% | Total Assets $13M | 6M Money Flow $47K | |
Expense Ratio 0.02% | TTM Yield 2.9% | 3yr Sharpe -0.16 | YTD Return -0.9% | 3yr Return 6.9% | 1yr Return 4.2% | Total Assets $321K | 6M Money Flow $14K | |
Expense Ratio 1.72% | TTM Yield 2.5% | 3yr Sharpe -0.09 | YTD Return -3.7% | 3yr Return 7.8% | 1yr Return 1.8% | Total Assets $3M | 6M Money Flow -$52K | |
Expense Ratio 2.72% Expense Ratio 1.97% | ||||||||
Expense Ratio 0.18% | TTM Yield 3.1% | 3yr Sharpe -0.16 | YTD Return -2.1% | 3yr Return 5.1% | 1yr Return 3.3% | Total Assets $6M | 6M Money Flow -$83K | |
Expense Ratio 0.17% | TTM Yield 3.0% | 3yr Sharpe -0.26 | YTD Return -1.4% | 3yr Return 3.0% | 1yr Return 3.9% | Total Assets $28M | 6M Money Flow -$126K | |
Expense Ratio 0.35% | TTM Yield 4.0% | 3yr Sharpe - | YTD Return -1.0% | 3yr Return - | 1yr Return 5.2% | Total Assets $5M | 6M Money Flow -$128K | |
Expense Ratio 0.18% | TTM Yield 3.2% | 3yr Sharpe -0.25 | YTD Return -0.6% | 3yr Return 4.5% | 1yr Return 4.1% | Total Assets $8M | 6M Money Flow -$141K | |
Expense Ratio 0.39% | TTM Yield 2.9% | 3yr Sharpe -0.25 | YTD Return -2.0% | 3yr Return 3.2% | 1yr Return 2.9% | Total Assets $61M | 6M Money Flow -$183K | |
Expense Ratio 0.49% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.4% | 3yr Sharpe -0.29 | YTD Return -0.7% | 3yr Return 3.7% | 1yr Return 3.6% | Total Assets $24M | 6M Money Flow -$441K | |
Expense Ratio 0.10% | TTM Yield 3.2% | 3yr Sharpe -0.07 | YTD Return -1.8% | 3yr Return 7.6% | 1yr Return 3.7% | Total Assets $736M | 6M Money Flow -$503K | |
Expense Ratio 0.35% Expense Ratio 0.25% Expense Ratio 0.20% | ||||||||
Expense Ratio 0.59% | TTM Yield 4.1% | 3yr Sharpe 0.06 | YTD Return -1.8% | 3yr Return 10.0% | 1yr Return 4.8% | Total Assets $8B | 6M Money Flow -$774K | |
Expense Ratio 0.40% Expense Ratio 1.34% Expense Ratio 0.63% Expense Ratio 0.30% Expense Ratio 0.30% Expense Ratio 0.66% Expense Ratio 0.40% Expense Ratio 0.92% Expense Ratio 1.38% Expense Ratio 0.63% Expense Ratio 1.39% Expense Ratio 0.43% Expense Ratio 0.35% Expense Ratio 0.87% Expense Ratio 0.53% Expense Ratio 1.36% Expense Ratio 1.10% Expense Ratio 0.32% Expense Ratio 0.35% Expense Ratio 0.71% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.15 | YTD Return 0.4% | 3yr Return 5.0% | 1yr Return 4.3% | Total Assets $63M | 6M Money Flow -$822K | |
Expense Ratio 0.71% | TTM Yield 12.6% | 3yr Sharpe -0.30 | YTD Return -29.6% | 3yr Return -24.4% | 1yr Return -30.6% | Total Assets $7M | 6M Money Flow -$898K | |
Expense Ratio 0.46% Expense Ratio 1.46% | ||||||||
Expense Ratio 1.12% | TTM Yield 4.4% | 3yr Sharpe -0.09 | YTD Return -0.5% | 3yr Return 8.0% | 1yr Return 4.6% | Total Assets $31M | 6M Money Flow -$1M | |
Expense Ratio 1.28% | ||||||||
Expense Ratio 0.90% | TTM Yield 2.3% | 3yr Sharpe -0.10 | YTD Return -2.6% | 3yr Return 7.8% | 1yr Return 3.9% | Total Assets $73M | 6M Money Flow -$2M | |
Expense Ratio 3.02% | TTM Yield 2.5% | 3yr Sharpe -0.23 | YTD Return -3.1% | 3yr Return 3.3% | 1yr Return 0.8% | Total Assets $97M | 6M Money Flow -$3M | |
Expense Ratio 0.78% | TTM Yield 3.2% | 3yr Sharpe -0.23 | YTD Return -3.3% | 3yr Return 2.5% | 1yr Return 1.4% | Total Assets $57M | 6M Money Flow -$3M | |
Expense Ratio 1.03% Expense Ratio 1.78% | ||||||||