Innovative Portfolios

Statistics as of Apr 04, 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 RatioTTM Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Preferred Stock
Expense Ratio
1.02%
TTM Yield
6.1%
3yr Sharpe
-0.22
YTD Return
-6.2%
3yr Return
-3.0%
1yr Return
-1.5%
Total Assets
$11M
6M Money Flow
$456K
Derivative Income
Expense Ratio
1.13%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
-14.9%
3yr Return
5.9%
1yr Return
-6.9%
Total Assets
$18M
6M Money Flow
-$951K