Morningstar
Statistics as of Apr 04, 2025
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Found total of 9 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.
| Name | Expense Ratio ▼ | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 1.42% | TTM Yield 3.0% | 3yr Sharpe 0.14 | YTD Return 1.5% | 3yr Return 13.9% | 1yr Return 5.6% | Total Assets $212M | 6M Money Flow -$22M | |
Expense Ratio 1.00% | TTM Yield 3.0% | 3yr Sharpe 0.01 | YTD Return -1.4% | 3yr Return 3.6% | 1yr Return -2.2% | Total Assets $800M | 6M Money Flow $6M | |
Expense Ratio 0.85% | TTM Yield 1.0% | 3yr Sharpe 0.25 | YTD Return -11.5% | 3yr Return 14.4% | 1yr Return -2.1% | Total Assets $1B | 6M Money Flow -$103M | |
Expense Ratio 0.82% | TTM Yield 2.5% | 3yr Sharpe 0.19 | YTD Return -5.6% | 3yr Return 12.1% | 1yr Return 0.4% | Total Assets $271M | 6M Money Flow -$31M | |
Expense Ratio 0.79% | TTM Yield 5.5% | 3yr Sharpe -0.20 | YTD Return 1.3% | 3yr Return 6.6% | 1yr Return 5.6% | Total Assets $170M | 6M Money Flow -$12M | |
Expense Ratio 0.74% | TTM Yield 5.8% | 3yr Sharpe 0.08 | YTD Return 0.6% | 3yr Return 10.5% | 1yr Return 3.5% | Total Assets $136M | 6M Money Flow -$59M | |
Expense Ratio 0.59% | TTM Yield 3.3% | 3yr Sharpe -0.54 | YTD Return 0.9% | 3yr Return 6.4% | 1yr Return 3.6% | Total Assets $321M | 6M Money Flow -$5M | |
Expense Ratio 0.54% | TTM Yield 3.7% | 3yr Sharpe -0.58 | YTD Return 2.8% | 3yr Return 0.7% | 1yr Return 5.9% | Total Assets $916M | 6M Money Flow $23M | |
Expense Ratio 0.51% | TTM Yield 4.1% | 3yr Sharpe -0.25 | YTD Return 2.5% | 3yr Return 12.1% | 1yr Return 6.4% | Total Assets $117M | 6M Money Flow -$15M | |