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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 ReturnTotal Assets6M Money Flow ▼
Large Blend
Expense Ratio
0.04%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$1T
6M Money Flow
$86B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$1T
6M Money Flow
$86B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$580B
6M Money Flow
$35B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.44
YTD Return
0.2%
3yr Return
45.5%
1yr Return
12.0%
Total Assets
$2T
6M Money Flow
$27B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.3%
3yr Sharpe
0.44
YTD Return
0.1%
3yr Return
45.5%
1yr Return
11.9%
Total Assets
$443B
6M Money Flow
$27B
Ultrashort Bond
Expense Ratio
0.09%
TTM Yield
4.7%
3yr Sharpe
-0.03
YTD Return
1.7%
3yr Return
14.2%
1yr Return
4.8%
Total Assets
$47B
6M Money Flow
$17B
Digital Assets
Expense Ratio
0.22%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
14.6%
3yr Return
-
1yr Return
56.0%
Total Assets
$71B
6M Money Flow
$17B
Large Blend
Expense Ratio
0.31%
TTM Yield
1.2%
3yr Sharpe
0.50
YTD Return
0.9%
3yr Return
47.8%
1yr Return
10.2%
Total Assets
$148B
6M Money Flow
$16B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$68B
6M Money Flow
$15B
Ultrashort Bond
Expense Ratio
0.14%
TTM Yield
4.7%
3yr Sharpe
-0.40
YTD Return
1.7%
3yr Return
13.7%
1yr Return
4.7%
Total Assets
$45B
6M Money Flow
$13B
Large Growth
Expense Ratio
0.20%
TTM Yield
0.6%
3yr Sharpe
0.56
YTD Return
1.7%
3yr Return
71.3%
1yr Return
13.6%
Total Assets
$332B
6M Money Flow
$13B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.50
YTD Return
0.7%
3yr Return
48.2%
1yr Return
12.5%
Total Assets
$594B
6M Money Flow
$13B
Large Growth
Expense Ratio
0.05%
TTM Yield
0.5%
3yr Sharpe
0.55
YTD Return
0.6%
3yr Return
71.4%
1yr Return
16.0%
Total Assets
$269B
6M Money Flow
$9B
Large Growth
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
0.55
YTD Return
0.6%
3yr Return
71.5%
1yr Return
16.0%
Total Assets
$151B
6M Money Flow
$9B
Large Growth
Expense Ratio
0.15%
TTM Yield
0.6%
3yr Sharpe
0.56
YTD Return
1.7%
3yr Return
71.7%
1yr Return
13.6%
Total Assets
$48B
6M Money Flow
$9B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.8%
3yr Sharpe
-0.35
YTD Return
1.9%
3yr Return
3.5%
1yr Return
5.3%
Total Assets
$355B
6M Money Flow
$9B
Intermediate Core Bond
Expense Ratio
0.05%
TTM Yield
3.8%
3yr Sharpe
-0.35
YTD Return
1.9%
3yr Return
3.5%
1yr Return
5.1%
Total Assets
$353B
6M Money Flow
$9B
Large Value
Expense Ratio
0.06%
TTM Yield
4.0%
3yr Sharpe
0.01
YTD Return
-3.8%
3yr Return
10.3%
1yr Return
4.8%
Total Assets
$68B
6M Money Flow
$8B
Multisector Bond
Expense Ratio
0.83%
TTM Yield
6.3%
3yr Sharpe
0.21
YTD Return
2.9%
3yr Return
16.3%
1yr Return
7.3%
Total Assets
$181B
6M Money Flow
$7B
Derivative Income
Expense Ratio
0.35%
TTM Yield
11.3%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
49.1%
1yr Return
7.5%
Total Assets
$26B
6M Money Flow
$7B
Large Blend
Expense Ratio
0.20%
TTM Yield
1.6%
3yr Sharpe
0.13
YTD Return
1.0%
3yr Return
23.3%
1yr Return
8.6%
Total Assets
$71B
6M Money Flow
$7B
Ultrashort Bond
Expense Ratio
0.20%
TTM Yield
6.0%
3yr Sharpe
0.78
YTD Return
1.7%
3yr Return
21.2%
1yr Return
5.8%
Total Assets
$21B
6M Money Flow
$6B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.5%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$29B
6M Money Flow
$6B
Large Blend
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.50
YTD Return
0.6%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$29B
6M Money Flow
$6B
Large Value
Expense Ratio
0.04%
TTM Yield
2.3%
3yr Sharpe
0.29
YTD Return
1.2%
3yr Return
26.6%
1yr Return
9.2%
Total Assets
$191B
6M Money Flow
$6B
Large Value
Expense Ratio
0.05%
TTM Yield
2.2%
3yr Sharpe
0.29
YTD Return
1.2%
3yr Return
26.5%
1yr Return
9.1%
Total Assets
$184B
6M Money Flow
$6B
Commodities Focused
Expense Ratio
0.40%
TTM Yield
0.0%
3yr Sharpe
1.08
YTD Return
25.5%
3yr Return
75.8%
1yr Return
39.2%
Total Assets
$98B
6M Money Flow
$5B
Commodities Focused
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
1.09
YTD Return
25.6%
3yr Return
76.5%
1yr Return
39.5%
Total Assets
$46B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.71%
TTM Yield
3.5%
3yr Sharpe
0.24
YTD Return
15.2%
3yr Return
31.6%
1yr Return
11.9%
Total Assets
$6B
6M Money Flow
$5B
Technology
Expense Ratio
0.09%
TTM Yield
0.5%
3yr Sharpe
0.48
YTD Return
-2.2%
3yr Return
70.4%
1yr Return
10.9%
Total Assets
$90B
6M Money Flow
$5B
Technology
Expense Ratio
0.09%
TTM Yield
0.5%
3yr Sharpe
0.48
YTD Return
-2.3%
3yr Return
70.4%
1yr Return
11.0%
Total Assets
$77B
6M Money Flow
$5B
Large Growth
Expense Ratio
0.04%
TTM Yield
0.4%
3yr Sharpe
0.62
YTD Return
-1.2%
3yr Return
76.2%
1yr Return
14.5%
Total Assets
$41B
6M Money Flow
$5B
Intermediate Government
Expense Ratio
0.03%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
-
Total Assets
$5B
6M Money Flow
$5B
Diversified Emerging Mkts
Expense Ratio
0.36%
TTM Yield
2.2%
3yr Sharpe
0.03
YTD Return
9.0%
3yr Return
22.8%
1yr Return
7.6%
Total Assets
$24B
6M Money Flow
$5B
Short-Term Bond
Expense Ratio
0.07%
TTM Yield
3.6%
3yr Sharpe
-0.33
YTD Return
2.4%
3yr Return
9.1%
1yr Return
6.3%
Total Assets
$64B
6M Money Flow
$5B
Short-Term Bond
Expense Ratio
0.04%
TTM Yield
3.6%
3yr Sharpe
-0.32
YTD Return
2.3%
3yr Return
9.0%
1yr Return
6.2%
Total Assets
$60B
6M Money Flow
$5B
Trading--Leveraged Equity
Expense Ratio
0.75%
TTM Yield
2.1%
3yr Sharpe
-0.22
YTD Return
-37.4%
3yr Return
-30.7%
1yr Return
-68.1%
Total Assets
$11B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.09%
TTM Yield
2.9%
3yr Sharpe
0.24
YTD Return
13.4%
3yr Return
30.0%
1yr Return
11.9%
Total Assets
$470B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.05%
TTM Yield
2.9%
3yr Sharpe
0.24
YTD Return
13.7%
3yr Return
30.1%
1yr Return
12.0%
Total Assets
$86B
6M Money Flow
$5B
Intermediate Core-Plus Bond
Expense Ratio
0.41%
TTM Yield
4.2%
3yr Sharpe
-0.15
YTD Return
2.0%
3yr Return
8.0%
1yr Return
5.6%
Total Assets
$94B
6M Money Flow
$4B
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
Mid-Cap Blend
Expense Ratio
0.05%
TTM Yield
1.5%
3yr Sharpe
0.15
YTD Return
2.3%
3yr Return
27.7%
1yr Return
11.7%
Total Assets
$175B
6M Money Flow
$4B