Aspiriant

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 4 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
Global Large-Stock Blend
Expense Ratio
0.98%
TTM Yield
1.5%
3yr Sharpe
0.33
YTD Return
2.1%
3yr Return
24.8%
1yr Return
9.8%
Total Assets
$1B
6M Money Flow
-$127M
Multistrategy
Expense Ratio
4.13%
TTM Yield
4.5%
3yr Sharpe
-0.05
YTD Return
4.1%
3yr Return
12.9%
1yr Return
6.8%
Total Assets
$971M
6M Money Flow
-$176M
Intermediate Core-Plus Bond
Expense Ratio
1.08%
TTM Yield
5.9%
3yr Sharpe
-0.33
YTD Return
3.1%
3yr Return
7.6%
1yr Return
6.9%
Total Assets
$284M
6M Money Flow
-$30M
Muni National Interm
Expense Ratio
0.47%
TTM Yield
2.8%
3yr Sharpe
-0.56
YTD Return
-0.9%
3yr Return
4.0%
1yr Return
1.0%
Total Assets
$1B
6M Money Flow
-$32M