Ladenburg Thalmann

Statistics as of Apr 04, 2025

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Found total of 5 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 Assets ▲6M Money Flow
Conservative Allocation
Expense Ratio
1.12%
TTM Yield
2.7%
3yr Sharpe
-0.21
YTD Return
-1.1%
3yr Return
5.9%
1yr Return
5.6%
Total Assets
$10M
6M Money Flow
-$1M
Aggressive Allocation
Expense Ratio
0.99%
TTM Yield
0.9%
3yr Sharpe
0.02
YTD Return
-12.5%
3yr Return
3.5%
1yr Return
-3.8%
Total Assets
$49M
6M Money Flow
-$5M
Moderately Conservative Allocation
Expense Ratio
1.09%
TTM Yield
2.3%
3yr Sharpe
-0.11
YTD Return
-4.5%
3yr Return
5.5%
1yr Return
2.5%
Total Assets
$54M
6M Money Flow
-$6M
Moderately Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
1.2%
3yr Sharpe
0.03
YTD Return
-11.0%
3yr Return
5.1%
1yr Return
-2.2%
Total Assets
$106M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.7%
3yr Sharpe
-0.04
YTD Return
-7.9%
3yr Return
4.8%
1yr Return
-0.3%
Total Assets
$151M
6M Money Flow
-$11M