Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Statistics as of Apr 02, 2025

Search , , ,

in

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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Derivative Income
Expense Ratio
1.22%
TTM Yield
214.7%
3yr Sharpe
-
YTD Return
-23.5%
3yr Return
-
1yr Return
-21.7%
Total Assets
$914M
6M Money Flow
$408M
Derivative Income
Expense Ratio
1.27%
TTM Yield
191.2%
3yr Sharpe
-
YTD Return
-35.0%
3yr Return
-
1yr Return
-75.1%
Total Assets
$70M
6M Money Flow
$87M
Derivative Income
Expense Ratio
1.30%
TTM Yield
174.1%
3yr Sharpe
-
YTD Return
-11.7%
3yr Return
-
1yr Return
-8.4%
Total Assets
$218M
6M Money Flow
$45M
Derivative Income
Expense Ratio
0.99%
TTM Yield
151.7%
3yr Sharpe
-
YTD Return
4.1%
3yr Return
-
1yr Return
64.6%
Total Assets
$2B
6M Money Flow
$2B
Derivative Income
Expense Ratio
1.67%
TTM Yield
133.5%
3yr Sharpe
-
YTD Return
-31.4%
3yr Return
-
1yr Return
-30.6%
Total Assets
$84M
6M Money Flow
$87M
Derivative Income
Expense Ratio
1.04%
TTM Yield
114.0%
3yr Sharpe
-
YTD Return
-27.3%
3yr Return
-
1yr Return
25.8%
Total Assets
$909M
6M Money Flow
$260M
Derivative Income
Expense Ratio
1.27%
TTM Yield
104.2%
3yr Sharpe
-
YTD Return
-17.0%
3yr Return
-
1yr Return
15.7%
Total Assets
$1B
6M Money Flow
$371M
Derivative Income
Expense Ratio
1.23%
TTM Yield
95.4%
3yr Sharpe
-
YTD Return
-11.7%
3yr Return
-
1yr Return
-31.9%
Total Assets
$144M
6M Money Flow
$79M
Derivative Income
Expense Ratio
1.44%
TTM Yield
94.0%
3yr Sharpe
-
YTD Return
-31.4%
3yr Return
-
1yr Return
-19.6%
Total Assets
$61M
6M Money Flow
$48M
Mid-Cap Value
Expense Ratio
0.55%
TTM Yield
92.6%
3yr Sharpe
-0.03
YTD Return
-0.4%
3yr Return
13.3%
1yr Return
2.3%
Total Assets
$9M
6M Money Flow
-$1M
Digital Assets
Expense Ratio
0.90%
TTM Yield
81.0%
3yr Sharpe
-
YTD Return
-26.6%
3yr Return
-
1yr Return
-15.9%
Total Assets
$4M
6M Money Flow
-$6M
Trading--Miscellaneous
Expense Ratio
1.00%
TTM Yield
79.1%
3yr Sharpe
-
YTD Return
-4.0%
3yr Return
-
1yr Return
0.2%
Total Assets
$136M
6M Money Flow
-$67M
Digital Assets
Expense Ratio
1.25%
TTM Yield
74.1%
3yr Sharpe
-0.08
YTD Return
-28.5%
3yr Return
2.0%
1yr Return
-19.4%
Total Assets
$26M
6M Money Flow
-$16M
Digital Assets
Expense Ratio
0.95%
TTM Yield
73.0%
3yr Sharpe
0.19
YTD Return
-8.6%
3yr Return
59.6%
1yr Return
23.0%
Total Assets
$2B
6M Money Flow
-$191M
Miscellaneous Sector
Expense Ratio
0.76%
TTM Yield
63.8%
3yr Sharpe
-1.07
YTD Return
-31.7%
3yr Return
-83.7%
1yr Return
-64.9%
Total Assets
$69M
6M Money Flow
$69M
Derivative Income
Expense Ratio
1.28%
TTM Yield
61.2%
3yr Sharpe
-
YTD Return
-7.6%
3yr Return
-
1yr Return
3.0%
Total Assets
$713M
6M Money Flow
$495M
Derivative Income
Expense Ratio
1.46%
TTM Yield
61.0%
3yr Sharpe
-
YTD Return
-17.2%
3yr Return
-
1yr Return
12.6%
Total Assets
$53M
6M Money Flow
$32M
Derivative Income
Expense Ratio
1.00%
TTM Yield
54.7%
3yr Sharpe
-
YTD Return
-13.7%
3yr Return
-
1yr Return
-3.8%
Total Assets
$58M
6M Money Flow
$7M
Derivative Income
Expense Ratio
1.17%
TTM Yield
52.8%
3yr Sharpe
-
YTD Return
-5.8%
3yr Return
-
1yr Return
7.1%
Total Assets
$250M
6M Money Flow
$74M
Digital Assets
Expense Ratio
0.95%
TTM Yield
50.0%
3yr Sharpe
-
YTD Return
-4.6%
3yr Return
-
1yr Return
19.8%
Total Assets
$147M
6M Money Flow
$97M
Derivative Income
Expense Ratio
1.05%
TTM Yield
49.6%
3yr Sharpe
-
YTD Return
3.8%
3yr Return
-
1yr Return
43.3%
Total Assets
$110M
6M Money Flow
$49M
Large Blend
Expense Ratio
1.12%
TTM Yield
49.4%
3yr Sharpe
-
YTD Return
-11.7%
3yr Return
-
1yr Return
11.6%
Total Assets
$303M
6M Money Flow
$183M
Digital Assets
Expense Ratio
0.88%
TTM Yield
48.8%
3yr Sharpe
-
YTD Return
-12.5%
3yr Return
-
1yr Return
16.3%
Total Assets
$20M
6M Money Flow
$5M
Energy Limited Partnership
Expense Ratio
1.18%
TTM Yield
48.7%
3yr Sharpe
0.85
YTD Return
7.8%
3yr Return
66.0%
1yr Return
28.0%
Total Assets
$544M
6M Money Flow
-$141M
Derivative Income
Expense Ratio
1.06%
TTM Yield
47.8%
3yr Sharpe
-
YTD Return
-3.4%
3yr Return
-
1yr Return
13.2%
Total Assets
$151M
6M Money Flow
$46M
Miscellaneous Region
Expense Ratio
0.09%
TTM Yield
46.0%
3yr Sharpe
0.59
YTD Return
0.0%
3yr Return
57.6%
1yr Return
50.3%
Total Assets
$438K
6M Money Flow
0
Derivative Income
Expense Ratio
1.00%
TTM Yield
45.2%
3yr Sharpe
-
YTD Return
-26.1%
3yr Return
-
1yr Return
45.8%
Total Assets
$20M
6M Money Flow
$19M
Derivative Income
Expense Ratio
1.20%
TTM Yield
43.9%
3yr Sharpe
-
YTD Return
-12.5%
3yr Return
-
1yr Return
-1.9%
Total Assets
$108M
6M Money Flow
$54M
Large Blend
Expense Ratio
0.95%
TTM Yield
43.3%
3yr Sharpe
-
YTD Return
-4.8%
3yr Return
-
1yr Return
11.5%
Total Assets
$698M
6M Money Flow
$277M
China Region
Expense Ratio
0.93%
TTM Yield
43.1%
3yr Sharpe
-
YTD Return
8.1%
3yr Return
-
1yr Return
9.5%
Total Assets
$105M
6M Money Flow
-$40M
Derivative Income
Expense Ratio
1.32%
TTM Yield
39.7%
3yr Sharpe
-
YTD Return
-9.4%
3yr Return
-
1yr Return
-12.6%
Total Assets
$35M
6M Money Flow
$16M
Commodities Focused
Expense Ratio
0.79%
TTM Yield
36.8%
3yr Sharpe
-
YTD Return
4.9%
3yr Return
-
1yr Return
5.7%
Total Assets
$3M
6M Money Flow
-$1M
Digital Assets
Expense Ratio
0.87%
TTM Yield
36.8%
3yr Sharpe
-
YTD Return
-11.6%
3yr Return
-
1yr Return
9.8%
Total Assets
$2M
6M Money Flow
-$743K
Commodities Focused
Expense Ratio
0.87%
TTM Yield
36.6%
3yr Sharpe
-0.44
YTD Return
-16.6%
3yr Return
-17.0%
1yr Return
-27.4%
Total Assets
$107M
6M Money Flow
-$84M
Trading--Inverse Equity
Expense Ratio
1.42%
TTM Yield
36.5%
3yr Sharpe
-
YTD Return
-8.9%
3yr Return
-
1yr Return
-4.9%
Total Assets
$19M
6M Money Flow
$6M
Digital Assets
Expense Ratio
0.65%
TTM Yield
36.4%
3yr Sharpe
-0.04
YTD Return
-19.0%
3yr Return
12.2%
1yr Return
4.5%
Total Assets
$26M
6M Money Flow
$735K
Real Estate
Expense Ratio
0.07%
TTM Yield
35.9%
3yr Sharpe
-0.30
YTD Return
3.2%
3yr Return
-6.7%
1yr Return
12.7%
Total Assets
$135M
6M Money Flow
$48M
Derivative Income
Expense Ratio
1.07%
TTM Yield
33.9%
3yr Sharpe
-
YTD Return
-6.4%
3yr Return
-
1yr Return
-6.8%
Total Assets
$112M
6M Money Flow
$48M
Digital Assets
Expense Ratio
0.70%
TTM Yield
31.8%
3yr Sharpe
-
YTD Return
-8.8%
3yr Return
-
1yr Return
20.8%
Total Assets
$9M
6M Money Flow
-$5M
Digital Assets
Expense Ratio
2.63%
TTM Yield
30.2%
3yr Sharpe
0.06
YTD Return
-10.4%
3yr Return
20.7%
1yr Return
-3.9%
Total Assets
$15M
6M Money Flow
-$6M
Derivative Income
Expense Ratio
1.06%
TTM Yield
29.7%
3yr Sharpe
-
YTD Return
-9.5%
3yr Return
-
1yr Return
16.9%
Total Assets
$129M
6M Money Flow
$49M
Digital Assets
Expense Ratio
6.10%
TTM Yield
29.6%
3yr Sharpe
-
YTD Return
-16.5%
3yr Return
-
1yr Return
5.8%
Total Assets
$42M
6M Money Flow
$22M