E-Valuator funds

Statistics as of Apr 04, 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 Ratio ▲TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
2.3%
3yr Sharpe
-0.03
YTD Return
-8.7%
3yr Return
3.6%
1yr Return
-2.3%
Total Assets
$231M
6M Money Flow
-$14M
Aggressive Allocation
Expense Ratio
0.85%
TTM Yield
1.7%
3yr Sharpe
0.00
YTD Return
-10.4%
3yr Return
3.1%
1yr Return
-3.6%
Total Assets
$180M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.9%
3yr Sharpe
-0.11
YTD Return
-6.8%
3yr Return
3.1%
1yr Return
-1.2%
Total Assets
$135M
6M Money Flow
-$6M
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
4.0%
3yr Sharpe
-0.33
YTD Return
-1.8%
3yr Return
4.3%
1yr Return
2.0%
Total Assets
$48M
6M Money Flow
-$799K
Moderately Conservative Allocation
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
Conservative Allocation
Expense Ratio
1.09%
TTM Yield
4.4%
3yr Sharpe
-0.56
YTD Return
0.1%
3yr Return
4.1%
1yr Return
2.8%
Total Assets
$22M
6M Money Flow
-$708K