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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 Assets ▼6M Money Flow
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
0.04%
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
0.09%
TTM Yield
1.2%
3yr Sharpe
0.49
YTD Return
0.6%
3yr Return
47.9%
1yr Return
12.3%
Total Assets
$600B
6M Money Flow
-$3B
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 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
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
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
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 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
Intermediate Core Bond
Expense Ratio
0.02%
TTM Yield
3.9%
3yr Sharpe
-0.36
YTD Return
1.9%
3yr Return
3.6%
1yr Return
5.3%
Total Assets
$306B
6M Money Flow
-$7B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.51
YTD Return
0.6%
3yr Return
48.8%
1yr Return
12.5%
Total Assets
$290B
6M Money Flow
-$11B
Large Growth
Expense Ratio
0.61%
TTM Yield
0.4%
3yr Sharpe
0.54
YTD Return
3.0%
3yr Return
62.5%
1yr Return
16.3%
Total Assets
$280B
6M Money Flow
-$10B
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
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.0%
3yr Sharpe
0.35
YTD Return
3.0%
3yr Return
27.9%
1yr Return
11.4%
Total Assets
$232B
6M Money Flow
-$4B
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
2.8%
3yr Sharpe
0.29
YTD Return
16.0%
3yr Return
33.0%
1yr Return
12.3%
Total Assets
$214B
6M Money Flow
$4B
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 Blend
Expense Ratio
0.56%
TTM Yield
1.4%
3yr Sharpe
0.53
YTD Return
3.6%
3yr Return
39.8%
1yr Return
13.5%
Total Assets
$184B
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
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
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
Foreign Large Blend
Expense Ratio
0.05%
TTM Yield
2.8%
3yr Sharpe
0.29
YTD Return
16.2%
3yr Return
33.4%
1yr Return
12.6%
Total Assets
$151B
6M Money Flow
$4B
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 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
0.56%
TTM Yield
1.0%
3yr Sharpe
0.71
YTD Return
3.8%
3yr Return
58.5%
1yr Return
15.9%
Total Assets
$147B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.63%
TTM Yield
0.1%
3yr Sharpe
0.83
YTD Return
4.4%
3yr Return
79.4%
1yr Return
16.7%
Total Assets
$145B
6M Money Flow
-$4B
Global Large-Stock Growth
Expense Ratio
0.73%
TTM Yield
0.6%
3yr Sharpe
0.38
YTD Return
7.0%
3yr Return
44.0%
1yr Return
13.4%
Total Assets
$140B
6M Money Flow
-$4B
Small Blend
Expense Ratio
0.05%
TTM Yield
1.5%
3yr Sharpe
0.04
YTD Return
-4.6%
3yr Return
21.5%
1yr Return
4.7%
Total Assets
$140B
6M Money Flow
$777M
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
3.0%
3yr Sharpe
0.34
YTD Return
16.8%
3yr Return
35.9%
1yr Return
12.7%
Total Assets
$138B
6M Money Flow
$2B
Large Blend
Expense Ratio
0.58%
TTM Yield
1.1%
3yr Sharpe
0.58
YTD Return
4.5%
3yr Return
52.8%
1yr Return
13.9%
Total Assets
$135B
6M Money Flow
-$5B
Global Moderate Allocation
Expense Ratio
0.58%
TTM Yield
3.8%
3yr Sharpe
0.24
YTD Return
7.1%
3yr Return
22.8%
1yr Return
14.5%
Total Assets
$127B
6M Money Flow
-$4B
Global Bond-USD Hedged
Expense Ratio
0.07%
TTM Yield
4.4%
3yr Sharpe
-0.30
YTD Return
1.2%
3yr Return
8.2%
1yr Return
6.0%
Total Assets
$127B
6M Money Flow
$264M
Foreign Large Growth
Expense Ratio
0.47%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
11.5%
3yr Return
28.1%
1yr Return
7.2%
Total Assets
$126B
6M Money Flow
-$10B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.8%
3yr Sharpe
-0.35
YTD Return
1.9%
3yr Return
3.3%
1yr Return
5.3%
Total Assets
$123B
6M Money Flow
$2B
Global Large-Stock Blend
Expense Ratio
0.74%
TTM Yield
1.6%
3yr Sharpe
0.42
YTD Return
6.9%
3yr Return
38.9%
1yr Return
10.7%
Total Assets
$123B
6M Money Flow
-$5B
Diversified Emerging Mkts
Expense Ratio
0.13%
TTM Yield
2.9%
3yr Sharpe
0.03
YTD Return
7.1%
3yr Return
22.3%
1yr Return
10.7%
Total Assets
$112B
6M Money Flow
$1B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.2%
3yr Sharpe
0.50
YTD Return
0.7%
3yr Return
48.1%
1yr Return
12.4%
Total Assets
$111B
6M Money Flow
$3B
Large Value
Expense Ratio
0.51%
TTM Yield
1.5%
3yr Sharpe
0.37
YTD Return
3.5%
3yr Return
31.4%
1yr Return
10.8%
Total Assets
$110B
6M Money Flow
-$3B
Global Moderately Aggressive Allocation
Expense Ratio
0.59%
TTM Yield
3.1%
3yr Sharpe
0.30
YTD Return
8.3%
3yr Return
25.0%
1yr Return
15.2%
Total Assets
$109B
6M Money Flow
-$3B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.3%
3yr Sharpe
0.35
YTD Return
2.2%
3yr Return
28.9%
1yr Return
10.4%
Total Assets
$107B
6M Money Flow
-$5B
Large Growth
Expense Ratio
0.44%
TTM Yield
0.2%
3yr Sharpe
0.67
YTD Return
0.1%
3yr Return
69.1%
1yr Return
12.5%
Total Assets
$107B
6M Money Flow
$4B