WBI Investments

Statistics as of Apr 04, 2025

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Found total of 4 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 Assets ▼6M Money Flow
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
5.5%
3yr Sharpe
0.08
YTD Return
-8.4%
3yr Return
8.0%
1yr Return
-5.5%
Total Assets
$53M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.49%
TTM Yield
2.6%
3yr Sharpe
-0.84
YTD Return
-12.3%
3yr Return
-20.4%
1yr Return
-13.7%
Total Assets
$33M
6M Money Flow
-$4M
Tactical Allocation
Expense Ratio
1.45%
TTM Yield
0.1%
3yr Sharpe
-0.26
YTD Return
-17.2%
3yr Return
-5.2%
1yr Return
-15.1%
Total Assets
$30M
6M Money Flow
-$5M
Tactical Allocation
Expense Ratio
1.52%
TTM Yield
0.9%
3yr Sharpe
-0.55
YTD Return
-6.6%
3yr Return
-14.0%
1yr Return
-11.3%
Total Assets
$28M
6M Money Flow
-$3M