Simplify Asset Management
Statistics as of Apr 02, 2025
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Found total of 36 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 1.20% | TTM Yield 1.8% | 3yr Sharpe -0.01 | YTD Return -28.3% | 3yr Return 20.6% | 1yr Return 68.9% | Total Assets $16M | 6M Money Flow $13M | |
Expense Ratio 0.75% | TTM Yield 2.9% | 3yr Sharpe - | YTD Return 17.6% | 3yr Return - | 1yr Return 38.9% | Total Assets $38M | 6M Money Flow $26M | |
Expense Ratio 0.76% | TTM Yield 4.4% | 3yr Sharpe 0.66 | YTD Return 7.6% | 3yr Return 49.6% | 1yr Return 23.6% | Total Assets $972M | 6M Money Flow $609M | |
Expense Ratio 0.25% | TTM Yield 10.8% | 3yr Sharpe 0.27 | YTD Return 8.2% | 3yr Return 22.3% | 1yr Return 14.6% | Total Assets $154M | 6M Money Flow $27M | |
Expense Ratio 0.76% | TTM Yield 1.0% | 3yr Sharpe 0.47 | YTD Return -4.2% | 3yr Return 47.7% | 1yr Return 12.2% | Total Assets $29M | 6M Money Flow -$5M | |
Expense Ratio 0.44% | TTM Yield 1.3% | 3yr Sharpe 0.55 | YTD Return -2.3% | 3yr Return 28.7% | 1yr Return 10.5% | Total Assets $410M | 6M Money Flow $199M | |
Expense Ratio 1.48% | TTM Yield 6.6% | 3yr Sharpe - | YTD Return 3.1% | 3yr Return - | 1yr Return 8.8% | Total Assets $100M | 6M Money Flow $21M | |
Expense Ratio 0.29% | TTM Yield 7.2% | 3yr Sharpe -0.25 | YTD Return 4.5% | 3yr Return 8.2% | 1yr Return 8.1% | Total Assets $316M | 6M Money Flow $54M | |
Expense Ratio 0.36% | TTM Yield 7.2% | 3yr Sharpe - | YTD Return 2.5% | 3yr Return - | 1yr Return 7.0% | Total Assets $357M | 6M Money Flow $147M | |
Expense Ratio 0.15% | TTM Yield 4.4% | 3yr Sharpe -0.66 | YTD Return 9.2% | 3yr Return -25.1% | 1yr Return 6.9% | Total Assets $159M | 6M Money Flow $31M | |
Expense Ratio 1.21% | TTM Yield 7.7% | 3yr Sharpe - | YTD Return -5.8% | 3yr Return - | 1yr Return 6.3% | Total Assets $9M | 6M Money Flow -$2M | |
Expense Ratio 0.15% | TTM Yield 4.5% | 3yr Sharpe - | YTD Return 4.1% | 3yr Return - | 1yr Return 5.8% | Total Assets $692M | 6M Money Flow $107M | |
Expense Ratio 6.10% | TTM Yield 29.6% | 3yr Sharpe - | YTD Return -16.5% | 3yr Return - | 1yr Return 5.8% | Total Assets $42M | 6M Money Flow $22M | |
Expense Ratio 0.17% | TTM Yield 5.7% | 3yr Sharpe - | YTD Return 2.7% | 3yr Return - | 1yr Return 5.4% | Total Assets $2B | 6M Money Flow $209M | |
Expense Ratio 0.50% | TTM Yield 3.6% | 3yr Sharpe 0.48 | YTD Return -7.6% | 3yr Return 99.9% | 1yr Return 3.7% | Total Assets $138M | 6M Money Flow -$7M | |
Expense Ratio 0.57% | TTM Yield 18.3% | 3yr Sharpe - | YTD Return -6.2% | 3yr Return - | 1yr Return 2.9% | Total Assets $3M | 6M Money Flow $236K | |
Expense Ratio 0.53% | TTM Yield 1.0% | 3yr Sharpe -0.03 | YTD Return -5.8% | 3yr Return 13.5% | 1yr Return 2.7% | Total Assets $57M | 6M Money Flow -$14M | |
Expense Ratio 0.53% | TTM Yield 0.9% | 3yr Sharpe 0.12 | YTD Return -5.1% | 3yr Return 23.4% | 1yr Return 1.9% | Total Assets $107M | 6M Money Flow $113M | |
Expense Ratio 0.53% | TTM Yield 1.1% | 3yr Sharpe -0.23 | YTD Return -5.8% | 3yr Return 5.2% | 1yr Return 1.8% | Total Assets $87M | 6M Money Flow -$1M | |
Expense Ratio 0.52% | TTM Yield 7.0% | 3yr Sharpe - | YTD Return -2.1% | 3yr Return - | 1yr Return -2.1% | Total Assets $198M | 6M Money Flow -$161M | |
Expense Ratio 0.78% | TTM Yield 3.2% | 3yr Sharpe - | YTD Return 5.0% | 3yr Return - | 1yr Return -2.4% | Total Assets $12M | 6M Money Flow -$4M | |
Expense Ratio 0.50% | TTM Yield 0.4% | 3yr Sharpe -0.08 | YTD Return -0.9% | 3yr Return 8.4% | 1yr Return -2.8% | Total Assets $139M | 6M Money Flow -$79M | |
Expense Ratio 0.72% | TTM Yield 16.9% | 3yr Sharpe 0.21 | YTD Return -7.1% | 3yr Return 24.4% | 1yr Return -3.6% | Total Assets $1B | 6M Money Flow -$140M | |
Expense Ratio 1.00% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return -3.8% | 3yr Return - | 1yr Return -6.2% | Total Assets $104M | 6M Money Flow -$3M | |
Expense Ratio 1.00% | TTM Yield 1.4% | 3yr Sharpe - | YTD Return 1.7% | 3yr Return - | 1yr Return -8.6% | Total Assets $5M | 6M Money Flow -$138M | |
Expense Ratio 2.54% | TTM Yield 21.5% | 3yr Sharpe - | YTD Return 3.8% | 3yr Return - | 1yr Return -26.2% | Total Assets $67M | 6M Money Flow -$4M | |
Expense Ratio 0.50% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 3.1% | 3yr Return - | 1yr Return - | Total Assets $166M | 6M Money Flow - | |
Expense Ratio 0.52% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.7% | 3yr Return - | 1yr Return - | Total Assets $87M | 6M Money Flow $51K | |
Expense Ratio 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -7.3% | 3yr Return - | 1yr Return - | Total Assets $24M | 6M Money Flow $24M | |
Expense Ratio 0.50% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 23.3% | 3yr Return - | 1yr Return - | Total Assets $23M | 6M Money Flow - | |
Expense Ratio 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 9.1% | 3yr Return - | 1yr Return - | Total Assets $18M | 6M Money Flow - | |
Expense Ratio 0.76% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.3% | 3yr Return - | 1yr Return - | Total Assets $11M | 6M Money Flow $649K | |
Expense Ratio 0.88% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.7% | 3yr Return - | 1yr Return - | Total Assets $10M | 6M Money Flow - | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -9.1% | 3yr Return - | 1yr Return - | Total Assets $3M | 6M Money Flow - | |
Expense Ratio 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.3% | 3yr Return - | 1yr Return - | Total Assets $1M | 6M Money Flow -$69K | |
Expense Ratio 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.5% | 3yr Return - | 1yr Return - | Total Assets $1M | 6M Money Flow -$94K | |