Simplify Asset Management

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 36 distinct funds
Download top 1000 CSV
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 ▲
Short-Term Bond
Expense Ratio
0.52%
TTM Yield
7.1%
3yr Sharpe
-
YTD Return
-3.0%
3yr Return
-
1yr Return
-2.8%
Total Assets
$193M
6M Money Flow
-$161M
Large Blend
Expense Ratio
0.72%
TTM Yield
20.1%
3yr Sharpe
0.21
YTD Return
-21.9%
3yr Return
3.4%
1yr Return
-18.6%
Total Assets
$838M
6M Money Flow
-$140M
Equity Market Neutral
Expense Ratio
1.00%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
6.3%
3yr Return
-
1yr Return
-4.1%
Total Assets
$5M
6M Money Flow
-$138M
Health
Expense Ratio
0.50%
TTM Yield
0.4%
3yr Sharpe
-0.08
YTD Return
-7.4%
3yr Return
2.3%
1yr Return
-8.3%
Total Assets
$132M
6M Money Flow
-$79M
Large Blend
Expense Ratio
0.53%
TTM Yield
1.1%
3yr Sharpe
-0.03
YTD Return
-10.5%
3yr Return
7.6%
1yr Return
-1.0%
Total Assets
$55M
6M Money Flow
-$14M
Inflation-Protected Bond
Expense Ratio
0.50%
TTM Yield
3.8%
3yr Sharpe
0.48
YTD Return
-12.8%
3yr Return
88.2%
1yr Return
0.3%
Total Assets
$131M
6M Money Flow
-$7M
Digital Assets
Expense Ratio
0.76%
TTM Yield
1.1%
3yr Sharpe
0.47
YTD Return
-14.5%
3yr Return
30.7%
1yr Return
0.9%
Total Assets
$26M
6M Money Flow
-$5M
Health
Expense Ratio
2.54%
TTM Yield
23.1%
3yr Sharpe
-
YTD Return
-3.4%
3yr Return
-
1yr Return
-29.9%
Total Assets
$61M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.78%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
-5.7%
Total Assets
$12M
6M Money Flow
-$4M
Multistrategy
Expense Ratio
1.00%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
5.0%
3yr Return
-
1yr Return
2.4%
Total Assets
$93M
6M Money Flow
-$3M
India Equity
Expense Ratio
1.21%
TTM Yield
8.2%
3yr Sharpe
-
YTD Return
-10.8%
3yr Return
-
1yr Return
0.0%
Total Assets
$9M
6M Money Flow
-$2M
Large Blend
Expense Ratio
0.53%
TTM Yield
1.1%
3yr Sharpe
-0.23
YTD Return
-3.5%
3yr Return
7.3%
1yr Return
5.6%
Total Assets
$85M
6M Money Flow
-$1M
Large Value
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.0%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-$94K
Large Blend
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-10.4%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-$69K
Muni National Interm
Expense Ratio
0.52%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.3%
3yr Return
-
1yr Return
-
Total Assets
$91M
6M Money Flow
$51K
Large Blend
Expense Ratio
0.57%
TTM Yield
19.6%
3yr Sharpe
-
YTD Return
-12.6%
3yr Return
-
1yr Return
-3.0%
Total Assets
$3M
6M Money Flow
$236K
Emerging Markets Bond
Expense Ratio
0.76%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
-
Total Assets
$11M
6M Money Flow
$649K
Large Growth
Expense Ratio
1.20%
TTM Yield
1.8%
3yr Sharpe
-0.01
YTD Return
-29.8%
3yr Return
12.7%
1yr Return
68.4%
Total Assets
$18M
6M Money Flow
$13M
Multisector Bond
Expense Ratio
1.48%
TTM Yield
6.7%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
6.8%
Total Assets
$99M
6M Money Flow
$21M
Digital Assets
Expense Ratio
6.10%
TTM Yield
34.5%
3yr Sharpe
-
YTD Return
-28.5%
3yr Return
-
1yr Return
-12.2%
Total Assets
$37M
6M Money Flow
$22M
Long-Short Equity
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-17.1%
3yr Return
-
1yr Return
-
Total Assets
$22M
6M Money Flow
$24M
Commodities Broad Basket
Expense Ratio
0.75%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
5.3%
3yr Return
-
1yr Return
22.8%
Total Assets
$40M
6M Money Flow
$26M
High Yield Bond
Expense Ratio
0.25%
TTM Yield
11.6%
3yr Sharpe
0.27
YTD Return
0.9%
3yr Return
13.5%
1yr Return
6.5%
Total Assets
$156M
6M Money Flow
$27M
Long Government
Expense Ratio
0.15%
TTM Yield
4.2%
3yr Sharpe
-0.66
YTD Return
13.1%
3yr Return
-22.4%
1yr Return
9.5%
Total Assets
$166M
6M Money Flow
$31M
Intermediate Core Bond
Expense Ratio
0.29%
TTM Yield
7.2%
3yr Sharpe
-0.25
YTD Return
5.1%
3yr Return
8.9%
1yr Return
8.4%
Total Assets
$340M
6M Money Flow
$54M
Intermediate Core Bond
Expense Ratio
0.15%
TTM Yield
4.4%
3yr Sharpe
-
YTD Return
6.5%
3yr Return
-
1yr Return
7.7%
Total Assets
$704M
6M Money Flow
$107M
Large Blend
Expense Ratio
0.53%
TTM Yield
1.1%
3yr Sharpe
0.12
YTD Return
-17.1%
3yr Return
7.0%
1yr Return
-9.1%
Total Assets
$95M
6M Money Flow
$113M
Ultrashort Bond
Expense Ratio
0.36%
TTM Yield
7.2%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
6.5%
Total Assets
$382M
6M Money Flow
$147M
Equity Hedged
Expense Ratio
0.44%
TTM Yield
1.3%
3yr Sharpe
0.55
YTD Return
-6.4%
3yr Return
22.8%
1yr Return
6.1%
Total Assets
$386M
6M Money Flow
$199M
Intermediate Government
Expense Ratio
0.17%
TTM Yield
5.7%
3yr Sharpe
-
YTD Return
3.0%
3yr Return
-
1yr Return
5.3%
Total Assets
$2B
6M Money Flow
$209M
Systematic Trend
Expense Ratio
0.76%
TTM Yield
4.5%
3yr Sharpe
0.66
YTD Return
3.9%
3yr Return
44.5%
1yr Return
19.7%
Total Assets
$999M
6M Money Flow
$609M
Inflation-Protected Bond
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
9.1%
3yr Return
-
1yr Return
-
Total Assets
$185M
6M Money Flow
-
Commodities Focused
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
22.4%
3yr Return
-
1yr Return
-
Total Assets
$23M
6M Money Flow
-
Single Currency
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
-
Total Assets
$17M
6M Money Flow
-
China Region
Expense Ratio
0.88%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
-
Derivative Income
Expense Ratio
0.55%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-18.1%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
-