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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
Nontraditional Bond
Expense Ratio
2.87%
TTM Yield
11.1%
3yr Sharpe
7.09
YTD Return
4.9%
3yr Return
41.1%
1yr Return
12.2%
Total Assets
$6B
6M Money Flow
$1B
High Yield Bond
Expense Ratio
3.61%
TTM Yield
10.9%
3yr Sharpe
5.01
YTD Return
3.6%
3yr Return
36.7%
1yr Return
10.7%
Total Assets
$30B
6M Money Flow
$4B
Ultrashort Bond
Expense Ratio
2.08%
TTM Yield
8.9%
3yr Sharpe
3.45
YTD Return
1.4%
3yr Return
29.7%
1yr Return
5.1%
Total Assets
$92M
6M Money Flow
$2M
Bank Loan
Expense Ratio
0.43%
TTM Yield
7.4%
3yr Sharpe
3.04
YTD Return
2.6%
3yr Return
25.6%
1yr Return
7.6%
Total Assets
$912M
6M Money Flow
$9M
Nontraditional Bond
Expense Ratio
3.94%
TTM Yield
11.9%
3yr Sharpe
2.32
YTD Return
3.9%
3yr Return
25.6%
1yr Return
9.4%
Total Assets
$246M
6M Money Flow
$17M
Equity Market Neutral
Expense Ratio
1.35%
TTM Yield
12.2%
3yr Sharpe
2.18
YTD Return
8.4%
3yr Return
57.6%
1yr Return
17.1%
Total Assets
$5B
6M Money Flow
$2B
Miscellaneous Allocation
Expense Ratio
1.04%
TTM Yield
3.0%
3yr Sharpe
2.08
YTD Return
7.9%
3yr Return
82.9%
1yr Return
24.1%
Total Assets
$3B
6M Money Flow
$1B
Miscellaneous Allocation
Expense Ratio
3.31%
TTM Yield
0.0%
3yr Sharpe
2.07
YTD Return
5.2%
3yr Return
52.1%
1yr Return
14.2%
Total Assets
$4B
6M Money Flow
$815M
Real Estate
Expense Ratio
2.44%
TTM Yield
7.1%
3yr Sharpe
1.96
YTD Return
2.3%
3yr Return
20.3%
1yr Return
5.8%
Total Assets
$61M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.79
YTD Return
6.0%
3yr Return
35.2%
1yr Return
14.1%
Total Assets
$827M
6M Money Flow
$127M
Miscellaneous Fixed Income
Expense Ratio
1.94%
TTM Yield
12.8%
3yr Sharpe
1.71
YTD Return
2.0%
3yr Return
43.4%
1yr Return
13.9%
Total Assets
$678M
6M Money Flow
-$50M
Long-Short Equity
Expense Ratio
4.47%
TTM Yield
6.2%
3yr Sharpe
1.71
YTD Return
14.9%
3yr Return
80.2%
1yr Return
23.9%
Total Assets
$5B
6M Money Flow
$2B
Nontraditional Bond
Expense Ratio
1.41%
TTM Yield
5.4%
3yr Sharpe
1.62
YTD Return
3.3%
3yr Return
31.9%
1yr Return
7.5%
Total Assets
$326M
6M Money Flow
$197M
Equity Market Neutral
Expense Ratio
4.65%
TTM Yield
5.3%
3yr Sharpe
1.62
YTD Return
14.3%
3yr Return
67.4%
1yr Return
21.7%
Total Assets
$2B
6M Money Flow
$934M
Japan Stock
Expense Ratio
0.58%
TTM Yield
3.9%
3yr Sharpe
1.57
YTD Return
4.1%
3yr Return
86.3%
1yr Return
9.9%
Total Assets
$79M
6M Money Flow
-$2M
Expense Ratio
1.46%
TTM Yield
12.2%
3yr Sharpe
1.55
YTD Return
2.4%
3yr Return
29.5%
1yr Return
13.2%
Total Assets
$525M
6M Money Flow
$149M
Nontraditional Bond
Expense Ratio
4.32%
TTM Yield
8.9%
3yr Sharpe
1.47
YTD Return
4.2%
3yr Return
25.1%
1yr Return
11.3%
Total Assets
$337M
6M Money Flow
$53M
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
Miscellaneous Allocation
Expense Ratio
2.43%
TTM Yield
0.3%
3yr Sharpe
1.43
YTD Return
4.8%
3yr Return
37.3%
1yr Return
11.3%
Total Assets
$5B
6M Money Flow
$942M
Foreign Small/Mid Value
Expense Ratio
1.11%
TTM Yield
2.6%
3yr Sharpe
1.39
YTD Return
25.3%
3yr Return
121.5%
1yr Return
30.4%
Total Assets
$1B
6M Money Flow
$113M
Equity Market Neutral
Expense Ratio
3.20%
TTM Yield
2.5%
3yr Sharpe
1.35
YTD Return
1.5%
3yr Return
31.2%
1yr Return
8.2%
Total Assets
$361M
6M Money Flow
-$3M
Intermediate Core-Plus Bond
Expense Ratio
0.97%
TTM Yield
6.2%
3yr Sharpe
1.32
YTD Return
1.6%
3yr Return
23.6%
1yr Return
5.5%
Total Assets
$1B
6M Money Flow
$230M
High Yield Bond
Expense Ratio
0.94%
TTM Yield
5.0%
3yr Sharpe
1.30
YTD Return
1.9%
3yr Return
16.9%
1yr Return
5.2%
Total Assets
$749M
6M Money Flow
-$53M
Multistrategy
Expense Ratio
1.72%
TTM Yield
10.0%
3yr Sharpe
1.23
YTD Return
2.4%
3yr Return
23.7%
1yr Return
7.8%
Total Assets
$3B
6M Money Flow
-$234M
Long-Short Equity
Expense Ratio
1.78%
TTM Yield
0.1%
3yr Sharpe
1.22
YTD Return
3.8%
3yr Return
51.6%
1yr Return
18.9%
Total Assets
$426M
6M Money Flow
$152M
Nontraditional Bond
Expense Ratio
0.61%
TTM Yield
6.2%
3yr Sharpe
1.22
YTD Return
2.9%
3yr Return
25.3%
1yr Return
6.9%
Total Assets
$602M
6M Money Flow
$21M
Nontraditional Bond
Expense Ratio
2.14%
TTM Yield
9.3%
3yr Sharpe
1.22
YTD Return
2.6%
3yr Return
26.1%
1yr Return
9.2%
Total Assets
$95M
6M Money Flow
-$9M
Japan Stock
Expense Ratio
0.48%
TTM Yield
3.4%
3yr Sharpe
1.21
YTD Return
2.6%
3yr Return
94.0%
1yr Return
5.8%
Total Assets
$3B
6M Money Flow
-$397M
Defined Outcome
Expense Ratio
0.91%
TTM Yield
21.5%
3yr Sharpe
1.20
YTD Return
16.3%
3yr Return
58.3%
1yr Return
31.5%
Total Assets
$64M
6M Money Flow
$16M
Miscellaneous Region
Expense Ratio
0.59%
TTM Yield
1.3%
3yr Sharpe
1.19
YTD Return
12.2%
3yr Return
216.3%
1yr Return
54.9%
Total Assets
$1B
6M Money Flow
$426M
Miscellaneous Allocation
Expense Ratio
2.25%
TTM Yield
15.9%
3yr Sharpe
1.18
YTD Return
3.4%
3yr Return
63.5%
1yr Return
13.9%
Total Assets
$54M
6M Money Flow
$1M
Emerging Markets Bond
Expense Ratio
1.14%
TTM Yield
7.8%
3yr Sharpe
1.16
YTD Return
4.7%
3yr Return
39.4%
1yr Return
9.0%
Total Assets
$91M
6M Money Flow
$12M
Miscellaneous Sector
Expense Ratio
0.97%
TTM Yield
0.0%
3yr Sharpe
1.16
YTD Return
0.5%
3yr Return
31.2%
1yr Return
10.4%
Total Assets
$228M
6M Money Flow
-$8M
Ultrashort Bond
Expense Ratio
0.15%
TTM Yield
5.3%
3yr Sharpe
1.16
YTD Return
1.9%
3yr Return
17.1%
1yr Return
5.4%
Total Assets
$11B
6M Money Flow
$2B
Multistrategy
Expense Ratio
3.67%
TTM Yield
7.9%
3yr Sharpe
1.15
YTD Return
2.3%
3yr Return
24.2%
1yr Return
8.2%
Total Assets
$3B
6M Money Flow
$457M
Nontraditional Bond
Expense Ratio
5.31%
TTM Yield
10.9%
3yr Sharpe
1.11
YTD Return
3.5%
3yr Return
33.9%
1yr Return
9.6%
Total Assets
$38M
6M Money Flow
$2M
Commodities Focused
Expense Ratio
0.10%
TTM Yield
0.0%
3yr Sharpe
1.11
YTD Return
25.6%
3yr Return
77.3%
1yr Return
39.7%
Total Assets
$15B
6M Money Flow
$3B
Commodities Focused
Expense Ratio
0.09%
TTM Yield
0.0%
3yr Sharpe
1.11
YTD Return
25.6%
3yr Return
77.4%
1yr Return
39.6%
Total Assets
$3B
6M Money Flow
$813M
Commodities Focused
Expense Ratio
0.17%
TTM Yield
0.0%
3yr Sharpe
1.10
YTD Return
25.6%
3yr Return
77.0%
1yr Return
39.6%
Total Assets
$5B
6M Money Flow
$408M
Commodities Focused
Expense Ratio
0.18%
TTM Yield
0.0%
3yr Sharpe
1.10
YTD Return
25.6%
3yr Return
76.9%
1yr Return
39.6%
Total Assets
$1B
6M Money Flow
$324M
Commodities Focused
Expense Ratio
0.17%
TTM Yield
0.0%
3yr Sharpe
1.10
YTD Return
25.6%
3yr Return
77.0%
1yr Return
39.5%
Total Assets
$1B
6M Money Flow
$40M
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