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Statistics as of Apr 02, 2025

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Top Funds Filter

Limit results to the top 5 funds by 3yr sharpe ratio per asset category for these broad classes:

Found total of 11111 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 Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Muni National Short
Expense Ratio
0.30%
TTM Yield
3.0%
3yr Sharpe
-5.91
YTD Return
0.7%
3yr Return
8.0%
1yr Return
3.0%
Total Assets
$210M
6M Money Flow
$18M
Miscellaneous Fixed Income
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-5.55
YTD Return
0.7%
3yr Return
8.8%
1yr Return
3.2%
Total Assets
$125M
6M Money Flow
-$5M
Muni National Short
Expense Ratio
0.25%
TTM Yield
2.6%
3yr Sharpe
-4.28
YTD Return
0.8%
3yr Return
7.0%
1yr Return
2.4%
Total Assets
$29M
6M Money Flow
-$8M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.4%
3yr Sharpe
-4.26
YTD Return
0.7%
3yr Return
9.6%
1yr Return
3.5%
Total Assets
$331M
6M Money Flow
$91M
Muni National Short
Expense Ratio
0.45%
TTM Yield
3.6%
3yr Sharpe
-3.50
YTD Return
0.8%
3yr Return
10.0%
1yr Return
3.6%
Total Assets
$934M
6M Money Flow
$212M
Muni National Short
Expense Ratio
0.35%
TTM Yield
3.2%
3yr Sharpe
-2.99
YTD Return
0.8%
3yr Return
8.4%
1yr Return
3.3%
Total Assets
$12M
6M Money Flow
-$196K
Real Estate
Expense Ratio
1.42%
TTM Yield
1.0%
3yr Sharpe
-2.97
YTD Return
0.1%
3yr Return
-16.8%
1yr Return
-0.5%
Total Assets
$222M
6M Money Flow
-$16M
Real Estate
Expense Ratio
3.19%
TTM Yield
5.5%
3yr Sharpe
-2.58
YTD Return
-0.2%
3yr Return
-12.4%
1yr Return
-1.0%
Total Assets
$1B
6M Money Flow
$25M
Muni National Short
Expense Ratio
0.35%
TTM Yield
3.4%
3yr Sharpe
-2.44
YTD Return
1.0%
3yr Return
8.5%
1yr Return
3.7%
Total Assets
$325M
6M Money Flow
-$6M
Ultrashort Bond
Expense Ratio
1.09%
TTM Yield
4.1%
3yr Sharpe
-2.41
YTD Return
0.9%
3yr Return
10.2%
1yr Return
3.9%
Total Assets
$27K
6M Money Flow
$18
Muni National Short
Expense Ratio
0.45%
TTM Yield
3.0%
3yr Sharpe
-2.40
YTD Return
0.8%
3yr Return
7.8%
1yr Return
3.4%
Total Assets
$188M
6M Money Flow
-$12M
Global Real Estate
Expense Ratio
3.09%
TTM Yield
5.5%
3yr Sharpe
-2.32
YTD Return
0.6%
3yr Return
-15.0%
1yr Return
-2.6%
Total Assets
$4B
6M Money Flow
-$362M
Global Real Estate
Expense Ratio
1.38%
TTM Yield
4.1%
3yr Sharpe
-2.23
YTD Return
0.7%
3yr Return
-12.1%
1yr Return
2.0%
Total Assets
$2B
6M Money Flow
-$170M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.2%
3yr Sharpe
-2.13
YTD Return
0.9%
3yr Return
9.1%
1yr Return
3.6%
Total Assets
$2B
6M Money Flow
$77M
Muni National Short
Expense Ratio
0.18%
TTM Yield
3.2%
3yr Sharpe
-2.01
YTD Return
0.8%
3yr Return
8.8%
1yr Return
3.6%
Total Assets
$4B
6M Money Flow
$649M
Muni National Short
Expense Ratio
0.19%
TTM Yield
2.8%
3yr Sharpe
-1.94
YTD Return
0.8%
3yr Return
7.2%
1yr Return
3.3%
Total Assets
$1B
6M Money Flow
-$35M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
-1.92
YTD Return
0.8%
3yr Return
8.2%
1yr Return
3.5%
Total Assets
$2B
6M Money Flow
$184M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.3%
3yr Sharpe
-1.84
YTD Return
1.0%
3yr Return
9.5%
1yr Return
3.6%
Total Assets
$949M
6M Money Flow
$199M
Muni Single State Short
Expense Ratio
0.25%
TTM Yield
2.8%
3yr Sharpe
-1.83
YTD Return
0.8%
3yr Return
6.9%
1yr Return
3.3%
Total Assets
$159M
6M Money Flow
$19M
Ultrashort Bond
Expense Ratio
0.15%
TTM Yield
3.4%
3yr Sharpe
-1.80
YTD Return
1.0%
3yr Return
9.3%
1yr Return
4.0%
Total Assets
$929M
6M Money Flow
$122M
Muni National Short
Expense Ratio
0.00%
TTM Yield
3.4%
3yr Sharpe
-1.79
YTD Return
1.0%
3yr Return
9.8%
1yr Return
4.0%
Total Assets
$215M
6M Money Flow
$23M
Nontraditional Bond
Expense Ratio
1.53%
TTM Yield
9.0%
3yr Sharpe
-1.74
YTD Return
2.2%
3yr Return
-5.4%
1yr Return
2.5%
Total Assets
$97M
6M Money Flow
-$112M
Muni National Short
Expense Ratio
0.36%
TTM Yield
3.2%
3yr Sharpe
-1.73
YTD Return
0.9%
3yr Return
9.2%
1yr Return
3.8%
Total Assets
$1B
6M Money Flow
$79M
Muni Single State Short
Expense Ratio
0.19%
TTM Yield
2.7%
3yr Sharpe
-1.71
YTD Return
0.8%
3yr Return
7.0%
1yr Return
3.2%
Total Assets
$741M
6M Money Flow
$53M
Muni National Short
Expense Ratio
0.32%
TTM Yield
3.3%
3yr Sharpe
-1.65
YTD Return
1.1%
3yr Return
8.2%
1yr Return
3.7%
Total Assets
$74M
6M Money Flow
-$7M
Equity Hedged
Expense Ratio
2.00%
TTM Yield
3.8%
3yr Sharpe
-1.56
YTD Return
0.8%
3yr Return
9.2%
1yr Return
3.0%
Total Assets
$59M
6M Money Flow
-$26M
Systematic Trend
Expense Ratio
1.75%
TTM Yield
2.6%
3yr Sharpe
-1.56
YTD Return
3.7%
3yr Return
-7.2%
1yr Return
-6.6%
Total Assets
$520M
6M Money Flow
-$193M
Muni National Interm
Expense Ratio
4.49%
TTM Yield
1.2%
3yr Sharpe
-1.52
YTD Return
0.0%
3yr Return
0.7%
1yr Return
0.8%
Total Assets
$460K
6M Money Flow
-$112K
Nontraditional Bond
Expense Ratio
1.65%
TTM Yield
3.7%
3yr Sharpe
-1.48
YTD Return
0.3%
3yr Return
-25.3%
1yr Return
-1.8%
Total Assets
$12M
6M Money Flow
-$47M
Event Driven
Expense Ratio
2.31%
TTM Yield
0.7%
3yr Sharpe
-1.45
YTD Return
2.2%
3yr Return
-10.9%
1yr Return
4.6%
Total Assets
$9M
6M Money Flow
-$2M
Multisector Bond
Expense Ratio
1.74%
TTM Yield
6.4%
3yr Sharpe
-1.42
YTD Return
1.7%
3yr Return
-21.4%
1yr Return
2.3%
Total Assets
$244M
6M Money Flow
-$56M
Muni National Short
Expense Ratio
0.25%
TTM Yield
2.9%
3yr Sharpe
-1.41
YTD Return
1.1%
3yr Return
9.1%
1yr Return
4.0%
Total Assets
$694M
6M Money Flow
-$51M
Muni National Short
Expense Ratio
0.52%
TTM Yield
3.5%
3yr Sharpe
-1.41
YTD Return
0.9%
3yr Return
7.7%
1yr Return
3.2%
Total Assets
$2B
6M Money Flow
-$79M
Muni National Short
Expense Ratio
0.09%
TTM Yield
3.3%
3yr Sharpe
-1.39
YTD Return
1.0%
3yr Return
9.5%
1yr Return
3.9%
Total Assets
$3B
6M Money Flow
-$62M
High Yield Bond
Expense Ratio
1.84%
TTM Yield
5.6%
3yr Sharpe
-1.37
YTD Return
3.1%
3yr Return
-3.3%
1yr Return
1.9%
Total Assets
$122M
6M Money Flow
-$70M
Muni Minnesota
Expense Ratio
0.30%
TTM Yield
2.2%
3yr Sharpe
-1.34
YTD Return
0.8%
3yr Return
5.9%
1yr Return
3.1%
Total Assets
$27M
6M Money Flow
-$721K
Intermediate Core Bond
Expense Ratio
1.76%
TTM Yield
3.9%
3yr Sharpe
-1.30
YTD Return
3.1%
3yr Return
-24.5%
1yr Return
3.4%
Total Assets
$52M
6M Money Flow
$12M
Single Currency
Expense Ratio
0.40%
TTM Yield
1.6%
3yr Sharpe
-1.29
YTD Return
0.7%
3yr Return
-8.4%
1yr Return
-3.8%
Total Assets
$68M
6M Money Flow
$10M
Muni National Short
Expense Ratio
0.45%
TTM Yield
2.4%
3yr Sharpe
-1.29
YTD Return
1.1%
3yr Return
4.7%
1yr Return
3.0%
Total Assets
$24M
6M Money Flow
-$1M
Trading--Inverse Equity
Expense Ratio
0.59%
TTM Yield
2.8%
3yr Sharpe
-1.26
YTD Return
4.7%
3yr Return
-23.0%
1yr Return
0.2%
Total Assets
$86M
6M Money Flow
$6M
Equity Energy
Expense Ratio
0.30%
TTM Yield
0.5%
3yr Sharpe
-1.24
YTD Return
-20.8%
3yr Return
-79.4%
1yr Return
-34.7%
Total Assets
$15M
6M Money Flow
-$989K
Muni National Short
Expense Ratio
0.63%
TTM Yield
2.6%
3yr Sharpe
-1.24
YTD Return
1.0%
3yr Return
7.5%
1yr Return
3.6%
Total Assets
$821M
6M Money Flow
-$10M