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Statistics as of May 27, 2025

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Top Funds Filter

Find the TOP 5 funds by 3yr sharpe ratio (risk adjusted return) per asset category and ensure the fund beats its index since inception. Include these broad asset classes in the results:

Found total of 11131 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 Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Long-Short Equity
Expense Ratio
18.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
10.0%
3yr Return
-
1yr Return
-
Total Assets
$77M
6M Money Flow
-
Energy Limited Partnership
Expense Ratio
16.00%
TTM Yield
8.5%
3yr Sharpe
0.74
YTD Return
-2.1%
3yr Return
69.2%
1yr Return
33.9%
Total Assets
$2B
6M Money Flow
-$74M
Financial
Expense Ratio
13.94%
TTM Yield
9.7%
3yr Sharpe
-
YTD Return
-0.6%
3yr Return
-
1yr Return
7.1%
Total Assets
$216M
6M Money Flow
$91M
Energy Limited Partnership
Expense Ratio
13.81%
TTM Yield
8.2%
3yr Sharpe
0.88
YTD Return
1.0%
3yr Return
88.9%
1yr Return
18.2%
Total Assets
$926M
6M Money Flow
-$413K
Energy Limited Partnership
Expense Ratio
13.24%
TTM Yield
5.5%
3yr Sharpe
0.62
YTD Return
-1.0%
3yr Return
56.7%
1yr Return
21.7%
Total Assets
$546M
6M Money Flow
$53K
Bank Loan
Expense Ratio
12.73%
TTM Yield
0.0%
3yr Sharpe
0.05
YTD Return
-5.0%
3yr Return
14.7%
1yr Return
0.4%
Total Assets
$2B
6M Money Flow
-
Bank Loan
Expense Ratio
12.20%
TTM Yield
22.1%
3yr Sharpe
-0.07
YTD Return
-8.8%
3yr Return
7.2%
1yr Return
-3.6%
Total Assets
$142M
6M Money Flow
-
Moderate Allocation
Expense Ratio
11.98%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
7.1%
Total Assets
$58M
6M Money Flow
$3M
Nontraditional Bond
Expense Ratio
11.67%
TTM Yield
11.2%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
5.9%
Total Assets
$670M
6M Money Flow
$179M
Moderate Allocation
Expense Ratio
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
7.9%
Total Assets
$58M
6M Money Flow
$3M
Energy Limited Partnership
Expense Ratio
11.21%
TTM Yield
4.4%
3yr Sharpe
0.84
YTD Return
0.4%
3yr Return
65.9%
1yr Return
19.0%
Total Assets
$823M
6M Money Flow
-$59M
Intermediate Core Bond
Expense Ratio
9.72%
TTM Yield
19.3%
3yr Sharpe
0.05
YTD Return
-11.6%
3yr Return
12.2%
1yr Return
-3.0%
Total Assets
$119M
6M Money Flow
-
High Yield Bond
Expense Ratio
9.71%
TTM Yield
11.0%
3yr Sharpe
-0.04
YTD Return
1.7%
3yr Return
12.2%
1yr Return
10.8%
Total Assets
$53M
6M Money Flow
-
Bank Loan
Expense Ratio
9.18%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.5%
3yr Return
-
1yr Return
-
Total Assets
$346M
6M Money Flow
-
Bank Loan
Expense Ratio
8.58%
TTM Yield
23.3%
3yr Sharpe
-0.01
YTD Return
-7.8%
3yr Return
14.0%
1yr Return
-8.9%
Total Assets
$740M
6M Money Flow
-$16M
Bank Loan
Expense Ratio
8.48%
TTM Yield
9.5%
3yr Sharpe
1.44
YTD Return
1.7%
3yr Return
28.2%
1yr Return
6.7%
Total Assets
$309M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.5%
3yr Sharpe
0.30
YTD Return
-1.1%
3yr Return
32.5%
1yr Return
4.7%
Total Assets
$437M
6M Money Flow
$66M
Bank Loan
Expense Ratio
8.33%
TTM Yield
17.0%
3yr Sharpe
-0.26
YTD Return
-8.2%
3yr Return
15.1%
1yr Return
-6.3%
Total Assets
$415M
6M Money Flow
-
Intermediate Core-Plus Bond
Expense Ratio
7.95%
TTM Yield
13.3%
3yr Sharpe
0.52
YTD Return
3.9%
3yr Return
38.6%
1yr Return
13.0%
Total Assets
$134M
6M Money Flow
-
Multisector Bond
Expense Ratio
7.91%
TTM Yield
10.5%
3yr Sharpe
-
YTD Return
8.4%
3yr Return
-
1yr Return
25.3%
Total Assets
$1B
6M Money Flow
-
Bank Loan
Expense Ratio
7.40%
TTM Yield
8.2%
3yr Sharpe
0.87
YTD Return
2.2%
3yr Return
26.1%
1yr Return
7.3%
Total Assets
$5B
6M Money Flow
$371M
Multisector Bond
Expense Ratio
7.11%
TTM Yield
12.2%
3yr Sharpe
0.15
YTD Return
1.4%
3yr Return
23.8%
1yr Return
5.2%
Total Assets
$689M
6M Money Flow
-
Financial
Expense Ratio
6.90%
TTM Yield
9.0%
3yr Sharpe
0.37
YTD Return
-2.7%
3yr Return
40.6%
1yr Return
20.5%
Total Assets
$155M
6M Money Flow
-
Bank Loan
Expense Ratio
6.75%
TTM Yield
9.0%
3yr Sharpe
1.10
YTD Return
2.5%
3yr Return
28.4%
1yr Return
8.0%
Total Assets
$5B
6M Money Flow
$371M
Multisector Bond
Expense Ratio
6.69%
TTM Yield
14.2%
3yr Sharpe
-0.37
YTD Return
-15.5%
3yr Return
-14.3%
1yr Return
-20.0%
Total Assets
$73M
6M Money Flow
-
High Yield Bond
Expense Ratio
6.63%
TTM Yield
11.5%
3yr Sharpe
0.23
YTD Return
2.6%
3yr Return
28.1%
1yr Return
12.5%
Total Assets
$2B
6M Money Flow
-
Energy Limited Partnership
Expense Ratio
6.62%
TTM Yield
6.4%
3yr Sharpe
0.74
YTD Return
2.9%
3yr Return
59.2%
1yr Return
18.1%
Total Assets
$2B
6M Money Flow
-$52M
High Yield Bond
Expense Ratio
6.60%
TTM Yield
18.5%
3yr Sharpe
0.34
YTD Return
-11.0%
3yr Return
31.1%
1yr Return
-6.7%
Total Assets
$287M
6M Money Flow
-
Nontraditional Bond
Expense Ratio
6.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
-
Total Assets
$20M
6M Money Flow
-
Bank Loan
Expense Ratio
6.22%
TTM Yield
9.4%
3yr Sharpe
0.30
YTD Return
0.0%
3yr Return
32.2%
1yr Return
9.9%
Total Assets
$562M
6M Money Flow
-$21M
Long Government
Expense Ratio
6.20%
TTM Yield
2.7%
3yr Sharpe
-0.62
YTD Return
-3.9%
3yr Return
-31.3%
1yr Return
-5.6%
Total Assets
$390M
6M Money Flow
-$78M
Multisector Bond
Expense Ratio
6.18%
TTM Yield
10.8%
3yr Sharpe
0.15
YTD Return
3.6%
3yr Return
21.1%
1yr Return
13.2%
Total Assets
$3B
6M Money Flow
$238M
Nontraditional Bond
Expense Ratio
6.16%
TTM Yield
10.1%
3yr Sharpe
1.00
YTD Return
2.0%
3yr Return
31.4%
1yr Return
7.5%
Total Assets
$4B
6M Money Flow
$300M
Multisector Bond
Expense Ratio
6.13%
TTM Yield
14.3%
3yr Sharpe
0.21
YTD Return
6.7%
3yr Return
29.8%
1yr Return
10.4%
Total Assets
$6B
6M Money Flow
-$6M
Digital Assets
Expense Ratio
6.10%
TTM Yield
22.0%
3yr Sharpe
-
YTD Return
23.8%
3yr Return
-
1yr Return
51.5%
Total Assets
$57M
6M Money Flow
$14M
Real Estate
Expense Ratio
6.09%
TTM Yield
2.3%
3yr Sharpe
-0.33
YTD Return
0.8%
3yr Return
-2.8%
1yr Return
13.9%
Total Assets
$486M
6M Money Flow
-$19M
Expense Ratio
6.04%
TTM Yield
0.0%
3yr Sharpe
0.27
YTD Return
5.5%
3yr Return
19.1%
1yr Return
8.5%
Total Assets
$14M
6M Money Flow
$136K
Expense Ratio
5.98%
TTM Yield
0.0%
3yr Sharpe
0.25
YTD Return
72.0%
3yr Return
63.7%
1yr Return
67.8%
Total Assets
$23M
6M Money Flow
$4M
Convertibles
Expense Ratio
5.80%
TTM Yield
7.8%
3yr Sharpe
-0.05
YTD Return
3.4%
3yr Return
18.5%
1yr Return
10.5%
Total Assets
$535M
6M Money Flow
-$18M
Nontraditional Bond
Expense Ratio
5.73%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
-
Total Assets
$885M
6M Money Flow
$700M
Bank Loan
Expense Ratio
5.72%
TTM Yield
8.3%
3yr Sharpe
0.53
YTD Return
5.4%
3yr Return
39.1%
1yr Return
19.4%
Total Assets
$346M
6M Money Flow
-
Bank Loan
Expense Ratio
5.58%
TTM Yield
9.9%
3yr Sharpe
0.34
YTD Return
-3.0%
3yr Return
41.4%
1yr Return
9.0%
Total Assets
$340M
6M Money Flow
-$11M