Innovative Portfolios

Statistics as of Apr 02, 2025

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Found total of 2 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
Derivative Income
Expense Ratio
1.13%
TTM Yield
2.0%
3yr Sharpe
0.14
YTD Return
2.0%
3yr Return
27.1%
1yr Return
10.6%
Total Assets
$21M
6M Money Flow
-$951K
Preferred Stock
Expense Ratio
1.02%
TTM Yield
5.8%
3yr Sharpe
-0.22
YTD Return
-0.8%
3yr Return
2.7%
1yr Return
4.4%
Total Assets
$12M
6M Money Flow
$456K