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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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▼Total Assets6M Money Flow
Large Growth
Expense Ratio
0.47%
TTM Yield
0.2%
3yr Sharpe
0.55
YTD Return
213.8%
3yr Return
382.5%
1yr Return
239.6%
Total Assets
$34B
6M Money Flow
-$1B
Technology
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-26.2%
3yr Return
-
1yr Return
184.9%
Total Assets
$70M
6M Money Flow
-
Large Growth
Expense Ratio
1.20%
TTM Yield
1.2%
3yr Sharpe
0.29
YTD Return
8.8%
3yr Return
142.5%
1yr Return
144.0%
Total Assets
$34M
6M Money Flow
$15M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-41.5%
3yr Return
-
1yr Return
123.0%
Total Assets
$341M
6M Money Flow
$210M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
-41.8%
3yr Return
-
1yr Return
118.4%
Total Assets
$7B
6M Money Flow
$4B
Trading--Leveraged Equity
Expense Ratio
1.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-18.6%
3yr Return
-
1yr Return
114.7%
Total Assets
$21M
6M Money Flow
$14M
Trading--Leveraged Equity
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-42.8%
3yr Return
-
1yr Return
110.1%
Total Assets
$463M
6M Money Flow
-$90M
Trading--Leveraged Commodities
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
72.2%
3yr Return
-
1yr Return
96.4%
Total Assets
$72M
6M Money Flow
$37M
Derivative Income
Expense Ratio
0.99%
TTM Yield
142.1%
3yr Sharpe
-
YTD Return
19.6%
3yr Return
-
1yr Return
85.3%
Total Assets
$4B
6M Money Flow
$2B
Trading--Leveraged Commodities
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
1.07
YTD Return
50.2%
3yr Return
153.1%
1yr Return
80.4%
Total Assets
$165M
6M Money Flow
-$14M
Mid-Cap Growth
Expense Ratio
1.64%
TTM Yield
0.1%
3yr Sharpe
0.76
YTD Return
10.2%
3yr Return
112.1%
1yr Return
77.4%
Total Assets
$1B
6M Money Flow
$21M
Commodities Focused
Expense Ratio
0.45%
TTM Yield
5.5%
3yr Sharpe
0.48
YTD Return
71.0%
3yr Return
114.5%
1yr Return
76.8%
Total Assets
$37M
6M Money Flow
$12M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
9.0%
3yr Sharpe
0.41
YTD Return
54.3%
3yr Return
176.0%
1yr Return
74.7%
Total Assets
$218M
6M Money Flow
-$40M
Trading--Leveraged Commodities
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.92
YTD Return
48.4%
3yr Return
132.0%
1yr Return
73.5%
Total Assets
$493M
6M Money Flow
$36M
Miscellaneous Sector
Expense Ratio
1.25%
TTM Yield
1.2%
3yr Sharpe
0.75
YTD Return
7.9%
3yr Return
100.3%
1yr Return
72.6%
Total Assets
$39M
6M Money Flow
-$3M
Equity Precious Metals
Expense Ratio
0.35%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
56.1%
3yr Return
-
1yr Return
71.6%
Total Assets
$10M
6M Money Flow
$7M
Derivative Income
Expense Ratio
1.05%
TTM Yield
42.9%
3yr Sharpe
-
YTD Return
27.1%
3yr Return
-
1yr Return
70.9%
Total Assets
$152M
6M Money Flow
$54M
Industrials
Expense Ratio
0.50%
TTM Yield
0.4%
3yr Sharpe
-
YTD Return
51.7%
3yr Return
-
1yr Return
69.0%
Total Assets
$2B
6M Money Flow
$704M
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
Mid-Cap Growth
Expense Ratio
1.40%
TTM Yield
0.6%
3yr Sharpe
0.86
YTD Return
11.2%
3yr Return
119.4%
1yr Return
67.5%
Total Assets
$382M
6M Money Flow
$118M
Trading--Leveraged Equity
Expense Ratio
1.02%
TTM Yield
1.6%
3yr Sharpe
0.00
YTD Return
105.0%
3yr Return
45.5%
1yr Return
67.2%
Total Assets
$295M
6M Money Flow
-$153M
Tactical Allocation
Expense Ratio
1.68%
TTM Yield
0.8%
3yr Sharpe
0.01
YTD Return
18.8%
3yr Return
18.0%
1yr Return
66.1%
Total Assets
$20M
6M Money Flow
-
Miscellaneous Region
Expense Ratio
1.61%
TTM Yield
6.3%
3yr Sharpe
0.64
YTD Return
66.3%
3yr Return
80.3%
1yr Return
65.6%
Total Assets
$93M
6M Money Flow
-
Large Growth
Expense Ratio
0.86%
TTM Yield
0.4%
3yr Sharpe
0.28
YTD Return
10.5%
3yr Return
97.6%
1yr Return
65.5%
Total Assets
$4B
6M Money Flow
-$694M
Trading--Leveraged Equity
Expense Ratio
1.13%
TTM Yield
0.8%
3yr Sharpe
0.04
YTD Return
101.4%
3yr Return
49.3%
1yr Return
64.8%
Total Assets
$542M
6M Money Flow
-$268M
Large Growth
Expense Ratio
1.15%
TTM Yield
0.6%
3yr Sharpe
0.29
YTD Return
8.1%
3yr Return
92.7%
1yr Return
64.3%
Total Assets
$1B
6M Money Flow
-$191M
Large Growth
Expense Ratio
0.82%
TTM Yield
0.0%
3yr Sharpe
0.27
YTD Return
10.5%
3yr Return
95.0%
1yr Return
63.7%
Total Assets
$2B
6M Money Flow
-$175M
Trading--Leveraged Equity
Expense Ratio
1.15%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
61.1%
3yr Return
-
1yr Return
63.3%
Total Assets
$75M
6M Money Flow
$10M
Communications
Expense Ratio
0.50%
TTM Yield
1.4%
3yr Sharpe
0.15
YTD Return
24.5%
3yr Return
36.0%
1yr Return
62.5%
Total Assets
$23M
6M Money Flow
-$2M
Derivative Income
Expense Ratio
1.00%
TTM Yield
20.4%
3yr Sharpe
-
YTD Return
27.6%
3yr Return
-
1yr Return
62.0%
Total Assets
$12M
6M Money Flow
$8M
Small Growth
Expense Ratio
1.64%
TTM Yield
1.6%
3yr Sharpe
0.72
YTD Return
7.6%
3yr Return
84.1%
1yr Return
61.8%
Total Assets
$565M
6M Money Flow
$69M
Derivative Income
Expense Ratio
1.00%
TTM Yield
37.6%
3yr Sharpe
-
YTD Return
-11.9%
3yr Return
-
1yr Return
61.0%
Total Assets
$23M
6M Money Flow
$17M
Global Large-Stock Growth
Expense Ratio
1.00%
TTM Yield
1.2%
3yr Sharpe
0.46
YTD Return
10.2%
3yr Return
110.3%
1yr Return
60.7%
Total Assets
$63M
6M Money Flow
-$16M
Industrials
Expense Ratio
0.94%
TTM Yield
1.9%
3yr Sharpe
-0.11
YTD Return
8.1%
3yr Return
16.8%
1yr Return
60.4%
Total Assets
$56M
6M Money Flow
$9M
Mid-Cap Growth
Expense Ratio
1.02%
TTM Yield
0.0%
3yr Sharpe
0.20
YTD Return
12.2%
3yr Return
83.5%
1yr Return
60.0%
Total Assets
$1B
6M Money Flow
-$83M
Equity Precious Metals
Expense Ratio
1.09%
TTM Yield
0.6%
3yr Sharpe
0.47
YTD Return
52.5%
3yr Return
86.0%
1yr Return
59.9%
Total Assets
$605M
6M Money Flow
$67M
Trading--Leveraged Equity
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.2%
3yr Return
-
1yr Return
59.4%
Total Assets
$5M
6M Money Flow
0
Miscellaneous Region
Expense Ratio
1.48%
TTM Yield
2.2%
3yr Sharpe
0.24
YTD Return
44.6%
3yr Return
65.8%
1yr Return
59.0%
Total Assets
$94M
6M Money Flow
-
Equity Precious Metals
Expense Ratio
0.92%
TTM Yield
8.4%
3yr Sharpe
0.21
YTD Return
60.3%
3yr Return
57.4%
1yr Return
58.1%
Total Assets
$1B
6M Money Flow
-$17M
Communications
Expense Ratio
0.56%
TTM Yield
0.4%
3yr Sharpe
0.89
YTD Return
22.7%
3yr Return
99.7%
1yr Return
57.6%
Total Assets
$352M
6M Money Flow
-$13M
Equity Precious Metals
Expense Ratio
1.88%
TTM Yield
1.5%
3yr Sharpe
0.32
YTD Return
58.4%
3yr Return
78.1%
1yr Return
57.4%
Total Assets
$104M
6M Money Flow
$3M
Trading--Leveraged Commodities
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
-0.24
YTD Return
151.1%
3yr Return
-25.5%
1yr Return
56.9%
Total Assets
$582M
6M Money Flow
0