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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 Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Muni National Short
Expense Ratio
0.30%
TTM Yield
2.9%
3yr Sharpe
-6.52
YTD Return
1.1%
3yr Return
8.5%
1yr Return
2.9%
Total Assets
$201M
6M Money Flow
-$36M
Miscellaneous Fixed Income
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-6.23
YTD Return
1.2%
3yr Return
9.2%
1yr Return
3.1%
Total Assets
$114M
6M Money Flow
-$32M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.4%
3yr Sharpe
-4.76
YTD Return
1.3%
3yr Return
10.1%
1yr Return
3.4%
Total Assets
$386M
6M Money Flow
$111M
Muni National Short
Expense Ratio
0.25%
TTM Yield
2.5%
3yr Sharpe
-4.30
YTD Return
1.5%
3yr Return
7.8%
1yr Return
2.7%
Total Assets
$30M
6M Money Flow
-$338K
Muni National Short
Expense Ratio
0.45%
TTM Yield
3.5%
3yr Sharpe
-3.84
YTD Return
1.3%
3yr Return
10.6%
1yr Return
3.5%
Total Assets
$1B
6M Money Flow
$191M
Real Estate
Expense Ratio
1.42%
TTM Yield
1.0%
3yr Sharpe
-3.30
YTD Return
0.1%
3yr Return
-19.0%
1yr Return
-0.1%
Total Assets
$213M
6M Money Flow
-$13M
Real Estate
Expense Ratio
3.19%
TTM Yield
5.6%
3yr Sharpe
-3.08
YTD Return
-1.4%
3yr Return
-16.2%
1yr Return
-2.0%
Total Assets
$1B
6M Money Flow
$23M
Muni National Short
Expense Ratio
0.35%
TTM Yield
3.2%
3yr Sharpe
-3.04
YTD Return
1.2%
3yr Return
8.6%
1yr Return
3.1%
Total Assets
$12M
6M Money Flow
-$343K
Global Real Estate
Expense Ratio
3.34%
TTM Yield
5.5%
3yr Sharpe
-2.82
YTD Return
0.2%
3yr Return
-19.4%
1yr Return
-2.1%
Total Assets
$4B
6M Money Flow
-$398M
Global Real Estate
Expense Ratio
3.09%
TTM Yield
5.5%
3yr Sharpe
-2.76
YTD Return
0.3%
3yr Return
-18.8%
1yr Return
-1.9%
Total Assets
$4B
6M Money Flow
-$398M
Real Estate
Expense Ratio
2.07%
TTM Yield
5.1%
3yr Sharpe
-2.73
YTD Return
1.5%
3yr Return
0.9%
1yr Return
3.0%
Total Assets
$16M
6M Money Flow
-$3M
Ultrashort Bond
Expense Ratio
1.09%
TTM Yield
4.1%
3yr Sharpe
-2.53
YTD Return
1.3%
3yr Return
10.6%
1yr Return
3.7%
Total Assets
$27K
6M Money Flow
-$19
Muni National Short
Expense Ratio
0.45%
TTM Yield
3.0%
3yr Sharpe
-2.45
YTD Return
1.2%
3yr Return
7.9%
1yr Return
3.2%
Total Assets
$199M
6M Money Flow
-$3M
Muni National Short
Expense Ratio
0.35%
TTM Yield
3.3%
3yr Sharpe
-2.42
YTD Return
1.3%
3yr Return
8.8%
1yr Return
3.5%
Total Assets
$329M
6M Money Flow
$1M
Global Real Estate
Expense Ratio
1.38%
TTM Yield
4.1%
3yr Sharpe
-2.30
YTD Return
0.6%
3yr Return
-13.0%
1yr Return
2.2%
Total Assets
$2B
6M Money Flow
-$174M
Real Estate
Expense Ratio
2.59%
TTM Yield
0.5%
3yr Sharpe
-2.28
YTD Return
-1.1%
3yr Return
-22.2%
1yr Return
-7.4%
Total Assets
$1B
6M Money Flow
$23M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.2%
3yr Sharpe
-2.12
YTD Return
1.3%
3yr Return
9.4%
1yr Return
3.6%
Total Assets
$2B
6M Money Flow
$72M
Muni National Short
Expense Ratio
0.19%
TTM Yield
2.8%
3yr Sharpe
-1.95
YTD Return
1.1%
3yr Return
7.3%
1yr Return
3.2%
Total Assets
$1B
6M Money Flow
-$56M
Muni National Short
Expense Ratio
0.18%
TTM Yield
3.2%
3yr Sharpe
-1.94
YTD Return
1.3%
3yr Return
9.2%
1yr Return
3.5%
Total Assets
$4B
6M Money Flow
$567M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
-1.90
YTD Return
1.2%
3yr Return
8.7%
1yr Return
3.4%
Total Assets
$2B
6M Money Flow
$118M
Ultrashort Bond
Expense Ratio
0.15%
TTM Yield
3.4%
3yr Sharpe
-1.84
YTD Return
1.4%
3yr Return
9.5%
1yr Return
3.9%
Total Assets
$953M
6M Money Flow
$149M
Nontraditional Bond
Expense Ratio
1.53%
TTM Yield
9.5%
3yr Sharpe
-1.83
YTD Return
-1.8%
3yr Return
-7.7%
1yr Return
-0.3%
Total Assets
$80M
6M Money Flow
-$100M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.2%
3yr Sharpe
-1.80
YTD Return
1.4%
3yr Return
9.7%
1yr Return
3.4%
Total Assets
$1B
6M Money Flow
$316M
Muni Single State Short
Expense Ratio
0.25%
TTM Yield
2.8%
3yr Sharpe
-1.80
YTD Return
1.1%
3yr Return
7.0%
1yr Return
3.1%
Total Assets
$159M
6M Money Flow
$15M
Muni National Short
Expense Ratio
0.00%
TTM Yield
3.4%
3yr Sharpe
-1.78
YTD Return
1.4%
3yr Return
10.1%
1yr Return
3.8%
Total Assets
$213M
6M Money Flow
$16M
Systematic Trend
Expense Ratio
1.75%
TTM Yield
2.7%
3yr Sharpe
-1.76
YTD Return
0.2%
3yr Return
-10.2%
1yr Return
-9.4%
Total Assets
$471M
6M Money Flow
-$172M
Muni National Short
Expense Ratio
0.36%
TTM Yield
3.2%
3yr Sharpe
-1.71
YTD Return
1.3%
3yr Return
9.9%
1yr Return
3.7%
Total Assets
$1B
6M Money Flow
$57M
Muni Single State Short
Expense Ratio
0.19%
TTM Yield
2.7%
3yr Sharpe
-1.69
YTD Return
1.1%
3yr Return
7.0%
1yr Return
3.2%
Total Assets
$750M
6M Money Flow
$53M
Multisector Bond
Expense Ratio
1.74%
TTM Yield
6.7%
3yr Sharpe
-1.67
YTD Return
1.5%
3yr Return
-11.2%
1yr Return
3.9%
Total Assets
$233M
6M Money Flow
-$51M
Muni National Short
Expense Ratio
0.32%
TTM Yield
3.3%
3yr Sharpe
-1.66
YTD Return
1.4%
3yr Return
8.5%
1yr Return
3.6%
Total Assets
$69M
6M Money Flow
-$4M
Equity Hedged
Expense Ratio
2.00%
TTM Yield
3.8%
3yr Sharpe
-1.62
YTD Return
1.5%
3yr Return
10.3%
1yr Return
3.1%
Total Assets
$55M
6M Money Flow
-$25M
Muni National Interm
Expense Ratio
4.49%
TTM Yield
1.2%
3yr Sharpe
-1.47
YTD Return
-0.8%
3yr Return
0.1%
1yr Return
0.7%
Total Assets
$290K
6M Money Flow
-$102K
Muni National Short
Expense Ratio
0.52%
TTM Yield
3.5%
3yr Sharpe
-1.41
YTD Return
1.1%
3yr Return
8.1%
1yr Return
3.2%
Total Assets
$2B
6M Money Flow
-$70M
Multistrategy
Expense Ratio
2.25%
TTM Yield
4.3%
3yr Sharpe
-1.41
YTD Return
0.5%
3yr Return
-15.7%
1yr Return
-2.3%
Total Assets
$7M
6M Money Flow
$1M
Nontraditional Bond
Expense Ratio
1.65%
TTM Yield
3.9%
3yr Sharpe
-1.41
YTD Return
-6.3%
3yr Return
-26.2%
1yr Return
-6.8%
Total Assets
$10M
6M Money Flow
-$26M
Muni National Short
Expense Ratio
0.25%
TTM Yield
3.0%
3yr Sharpe
-1.39
YTD Return
1.4%
3yr Return
9.4%
1yr Return
3.8%
Total Assets
$796M
6M Money Flow
$17M
Muni National Short
Expense Ratio
0.09%
TTM Yield
3.3%
3yr Sharpe
-1.39
YTD Return
1.3%
3yr Return
9.7%
1yr Return
3.8%
Total Assets
$3B
6M Money Flow
-$172M
Event Driven
Expense Ratio
2.31%
TTM Yield
0.6%
3yr Sharpe
-1.37
YTD Return
6.9%
3yr Return
-5.3%
1yr Return
7.8%
Total Assets
$9M
6M Money Flow
-$2M
Real Estate
Expense Ratio
2.99%
TTM Yield
5.8%
3yr Sharpe
-1.31
YTD Return
-5.1%
3yr Return
-17.7%
1yr Return
-3.6%
Total Assets
$31M
6M Money Flow
-$4M
Muni National Short
Expense Ratio
0.25%
TTM Yield
2.9%
3yr Sharpe
-1.30
YTD Return
1.2%
3yr Return
6.9%
1yr Return
3.2%
Total Assets
$188M
6M Money Flow
-$6M
Muni Minnesota
Expense Ratio
0.30%
TTM Yield
2.2%
3yr Sharpe
-1.30
YTD Return
1.0%
3yr Return
6.0%
1yr Return
3.2%
Total Assets
$29M
6M Money Flow
-$2M
High Yield Muni
Expense Ratio
1.50%
TTM Yield
24.2%
3yr Sharpe
-1.28
YTD Return
-2.9%
3yr Return
-0.8%
1yr Return
-2.0%
Total Assets
$78M
6M Money Flow
-$17M