Ocean Park Asset Management, LLC

Statistics as of Apr 02, 2025

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Found total of 8 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 Assets6M Money Flow
Tactical Allocation
Expense Ratio
2.01%
TTM Yield
3.2%
3yr Sharpe
-0.61
YTD Return
-1.0%
3yr Return
2.8%
1yr Return
1.3%
Total Assets
$479M
6M Money Flow
-$124M
Tactical Allocation
Expense Ratio
1.23%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
-2.3%
3yr Return
-
1yr Return
1.2%
Total Assets
$10M
6M Money Flow
$6M
Conservative Allocation
Expense Ratio
1.83%
TTM Yield
3.3%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
4.4%
Total Assets
$182M
6M Money Flow
$146M
Moderately Conservative Allocation
Expense Ratio
1.78%
TTM Yield
2.8%
3yr Sharpe
-0.28
YTD Return
-0.3%
3yr Return
7.2%
1yr Return
3.1%
Total Assets
$331M
6M Money Flow
-$17M
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
1.5%
Total Assets
$67M
6M Money Flow
$22M
Nontraditional Bond
Expense Ratio
1.67%
TTM Yield
5.6%
3yr Sharpe
-0.05
YTD Return
1.1%
3yr Return
13.4%
1yr Return
6.9%
Total Assets
$2B
6M Money Flow
$184M
Nontraditional Bond
Expense Ratio
1.65%
TTM Yield
4.9%
3yr Sharpe
-0.59
YTD Return
0.8%
3yr Return
6.1%
1yr Return
4.5%
Total Assets
$1B
6M Money Flow
-$64M
High Yield Muni
Expense Ratio
1.70%
TTM Yield
3.1%
3yr Sharpe
-0.52
YTD Return
-0.5%
3yr Return
5.1%
1yr Return
1.3%
Total Assets
$239M
6M Money Flow
-$49M