E-Valuator funds

Statistics as of Apr 02, 2025

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Found total of 6 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
3.9%
3yr Sharpe
-0.33
YTD Return
1.2%
3yr Return
7.6%
1yr Return
5.2%
Total Assets
$49M
6M Money Flow
-$799K
Conservative Allocation
Expense Ratio
1.09%
TTM Yield
4.4%
3yr Sharpe
-0.56
YTD Return
1.6%
3yr Return
5.8%
1yr Return
4.6%
Total Assets
$22M
6M Money Flow
-$708K
Moderately Conservative Allocation
Expense Ratio
1.08%
TTM Yield
2.1%
3yr Sharpe
-0.22
YTD Return
0.4%
3yr Return
8.7%
1yr Return
5.0%
Total Assets
$31M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.7%
3yr Sharpe
-0.11
YTD Return
-0.3%
3yr Return
10.7%
1yr Return
5.3%
Total Assets
$143M
6M Money Flow
-$6M
Moderately Aggressive Allocation
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
Aggressive Allocation
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
0.00
YTD Return
-1.2%
3yr Return
14.4%
1yr Return
5.8%
Total Assets
$197M
6M Money Flow
$7M