SP Funds

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 8 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 ▼
Large Growth
Expense Ratio
0.45%
TTM Yield
0.9%
3yr Sharpe
0.26
YTD Return
-18.0%
3yr Return
14.2%
1yr Return
-4.8%
Total Assets
$986M
6M Money Flow
$405M
Global Bond
Expense Ratio
0.50%
TTM Yield
3.5%
3yr Sharpe
-0.60
YTD Return
1.2%
3yr Return
4.3%
1yr Return
4.2%
Total Assets
$302M
6M Money Flow
$44M
Foreign Large Growth
Expense Ratio
0.55%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-7.5%
3yr Return
-
1yr Return
-3.1%
Total Assets
$43M
6M Money Flow
$15M
Technology
Expense Ratio
0.55%
TTM Yield
0.6%
3yr Sharpe
-
YTD Return
-19.2%
3yr Return
-
1yr Return
-5.5%
Total Assets
$44M
6M Money Flow
$13M
Real Estate
Expense Ratio
0.50%
TTM Yield
4.6%
3yr Sharpe
-0.46
YTD Return
-8.7%
3yr Return
-23.2%
1yr Return
-5.3%
Total Assets
$137M
6M Money Flow
$8M
Target-Date 2050
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-16.3%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
$1M
Target-Date 2030
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.8%
3yr Return
-
1yr Return
-
Total Assets
$4M
6M Money Flow
$582K
Target-Date 2040
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-15.4%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$451K