SMI Funds

Statistics as of May 01, 2025

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Found total of 3 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
1.64%
TTM Yield
1.3%
3yr Sharpe
-0.05
YTD Return
2.8%
3yr Return
11.9%
1yr Return
14.6%
Total Assets
$69M
6M Money Flow
-$7M
Aggressive Allocation
Expense Ratio
1.79%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-4.0%
3yr Return
13.0%
1yr Return
7.6%
Total Assets
$96M
6M Money Flow
-$6M
Moderately Aggressive Allocation
Expense Ratio
1.77%
TTM Yield
0.5%
3yr Sharpe
-0.04
YTD Return
-1.5%
3yr Return
12.5%
1yr Return
9.9%
Total Assets
$50M
6M Money Flow
-$3M