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

Bank Loanor search across All Categories

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 105 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 Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Bank Loan
Expense Ratio
8.33%
TTM Yield
16.7%
3yr Sharpe
-0.16
YTD Return
-7.6%
3yr Return
5.9%
1yr Return
-3.7%
Total Assets
$417M
6M Money Flow
-
Bank Loan
Expense Ratio
3.84%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.3%
3yr Return
-
1yr Return
-
Total Assets
$131M
6M Money Flow
-
Bank Loan
Expense Ratio
5.58%
TTM Yield
10.0%
3yr Sharpe
0.36
YTD Return
-4.8%
3yr Return
29.5%
1yr Return
8.4%
Total Assets
$339M
6M Money Flow
-$11M
Bank Loan
Expense Ratio
0.92%
TTM Yield
10.8%
3yr Sharpe
-0.45
YTD Return
-4.6%
3yr Return
6.6%
1yr Return
0.4%
Total Assets
$76M
6M Money Flow
-$45M
Bank Loan
Expense Ratio
12.20%
TTM Yield
20.6%
3yr Sharpe
-0.30
YTD Return
-4.4%
3yr Return
-5.6%
1yr Return
11.2%
Total Assets
$157M
6M Money Flow
-
Bank Loan
Expense Ratio
2.95%
TTM Yield
11.1%
3yr Sharpe
0.46
YTD Return
-3.9%
3yr Return
32.7%
1yr Return
9.7%
Total Assets
$441M
6M Money Flow
-$7M
Bank Loan
Expense Ratio
5.48%
TTM Yield
12.2%
3yr Sharpe
0.20
YTD Return
-3.8%
3yr Return
17.5%
1yr Return
7.3%
Total Assets
$774M
6M Money Flow
-
Bank Loan
Expense Ratio
3.21%
TTM Yield
10.9%
3yr Sharpe
0.28
YTD Return
-3.4%
3yr Return
23.9%
1yr Return
1.0%
Total Assets
$108M
6M Money Flow
-
Bank Loan
Expense Ratio
3.39%
TTM Yield
10.7%
3yr Sharpe
0.22
YTD Return
-3.2%
3yr Return
21.0%
1yr Return
4.0%
Total Assets
$366M
6M Money Flow
-$14M
Bank Loan
Expense Ratio
5.52%
TTM Yield
12.0%
3yr Sharpe
0.09
YTD Return
-2.2%
3yr Return
15.4%
1yr Return
9.1%
Total Assets
$1B
6M Money Flow
-$27M
Bank Loan
Expense Ratio
5.20%
TTM Yield
12.5%
3yr Sharpe
0.34
YTD Return
-2.1%
3yr Return
27.5%
1yr Return
-1.1%
Total Assets
$580M
6M Money Flow
-
Bank Loan
Expense Ratio
5.26%
TTM Yield
10.5%
3yr Sharpe
0.34
YTD Return
-1.9%
3yr Return
25.4%
1yr Return
2.8%
Total Assets
$337M
6M Money Flow
-$16M
Bank Loan
Expense Ratio
8.58%
TTM Yield
21.4%
3yr Sharpe
0.06
YTD Return
-1.8%
3yr Return
19.0%
1yr Return
1.2%
Total Assets
$881M
6M Money Flow
-$16M
Bank Loan
Expense Ratio
2.86%
TTM Yield
11.2%
3yr Sharpe
0.45
YTD Return
-1.4%
3yr Return
29.0%
1yr Return
5.1%
Total Assets
$277M
6M Money Flow
-$8M
Bank Loan
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.8%
3yr Return
-
1yr Return
-
Total Assets
$221M
6M Money Flow
-
Bank Loan
Expense Ratio
2.88%
TTM Yield
9.3%
3yr Sharpe
0.07
YTD Return
-0.8%
3yr Return
14.4%
1yr Return
3.8%
Total Assets
$339M
6M Money Flow
-$25M
Bank Loan
Expense Ratio
5.28%
TTM Yield
8.9%
3yr Sharpe
0.07
YTD Return
-0.8%
3yr Return
15.3%
1yr Return
3.6%
Total Assets
$744M
6M Money Flow
-$3M
Bank Loan
Expense Ratio
0.63%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
6.2%
Total Assets
$936M
6M Money Flow
$345M
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.3%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
5.0%
Total Assets
$9M
6M Money Flow
-$321K
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.2%
3yr Sharpe
0.25
YTD Return
-0.5%
3yr Return
16.6%
1yr Return
4.5%
Total Assets
$283M
6M Money Flow
-$53M
Bank Loan
Expense Ratio
0.76%
TTM Yield
7.9%
3yr Sharpe
0.38
YTD Return
-0.4%
3yr Return
18.5%
1yr Return
5.2%
Total Assets
$2B
6M Money Flow
-$155M
Bank Loan
Expense Ratio
0.70%
TTM Yield
8.5%
3yr Sharpe
0.11
YTD Return
-0.3%
3yr Return
15.0%
1yr Return
6.1%
Total Assets
$8B
6M Money Flow
$2B
Bank Loan
Expense Ratio
2.31%
TTM Yield
11.3%
3yr Sharpe
0.53
YTD Return
-0.3%
3yr Return
36.3%
1yr Return
5.9%
Total Assets
$536M
6M Money Flow
-
Bank Loan
Expense Ratio
2.41%
TTM Yield
8.7%
3yr Sharpe
0.46
YTD Return
-0.2%
3yr Return
20.9%
1yr Return
6.0%
Total Assets
$6B
6M Money Flow
-$86M
Bank Loan
Expense Ratio
0.61%
TTM Yield
7.3%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
6.1%
Total Assets
$299M
6M Money Flow
$121M
Bank Loan
Expense Ratio
1.04%
TTM Yield
7.1%
3yr Sharpe
0.46
YTD Return
-0.2%
3yr Return
19.7%
1yr Return
5.4%
Total Assets
$369M
6M Money Flow
-$16M
Bank Loan
Expense Ratio
1.09%
TTM Yield
9.0%
3yr Sharpe
0.47
YTD Return
-0.2%
3yr Return
19.0%
1yr Return
5.6%
Total Assets
$3B
6M Money Flow
-$118M
Bank Loan
Expense Ratio
0.50%
TTM Yield
8.6%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
8.2%
Total Assets
$800M
6M Money Flow
$320M
Bank Loan
Expense Ratio
3.38%
TTM Yield
11.7%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
8.5%
Total Assets
$186M
6M Money Flow
$19M
Bank Loan
Expense Ratio
0.55%
TTM Yield
7.3%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
5.8%
Total Assets
$67M
6M Money Flow
$13M
Bank Loan
Expense Ratio
2.31%
TTM Yield
8.4%
3yr Sharpe
0.44
YTD Return
-0.1%
3yr Return
20.2%
1yr Return
6.0%
Total Assets
$95M
6M Money Flow
-$1M
Bank Loan
Expense Ratio
0.60%
TTM Yield
8.5%
3yr Sharpe
-
YTD Return
-0.1%
3yr Return
-
1yr Return
5.9%
Total Assets
$1B
6M Money Flow
$246M
Bank Loan
Expense Ratio
4.58%
TTM Yield
11.0%
3yr Sharpe
0.30
YTD Return
-0.1%
3yr Return
23.2%
1yr Return
8.2%
Total Assets
$124M
6M Money Flow
-$10M
Bank Loan
Expense Ratio
5.08%
TTM Yield
9.4%
3yr Sharpe
0.23
YTD Return
-0.1%
3yr Return
18.3%
1yr Return
8.8%
Total Assets
$187M
6M Money Flow
-
Bank Loan
Expense Ratio
1.03%
TTM Yield
7.6%
3yr Sharpe
0.18
YTD Return
-0.1%
3yr Return
16.1%
1yr Return
5.8%
Total Assets
$1B
6M Money Flow
-$132M
Bank Loan
Expense Ratio
9.18%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.1%
3yr Return
-
1yr Return
-
Total Assets
$396M
6M Money Flow
-
Bank Loan
Expense Ratio
0.81%
TTM Yield
8.1%
3yr Sharpe
0.41
YTD Return
-0.1%
3yr Return
18.8%
1yr Return
5.6%
Total Assets
$5B
6M Money Flow
-$150M
Bank Loan
Expense Ratio
0.95%
TTM Yield
9.0%
3yr Sharpe
0.54
YTD Return
0.0%
3yr Return
20.7%
1yr Return
4.6%
Total Assets
$2B
6M Money Flow
$62M
Bank Loan
Expense Ratio
0.64%
TTM Yield
9.5%
3yr Sharpe
0.57
YTD Return
0.0%
3yr Return
20.4%
1yr Return
6.7%
Total Assets
$1B
6M Money Flow
-$31M
Bank Loan
Expense Ratio
0.65%
TTM Yield
8.2%
3yr Sharpe
0.38
YTD Return
0.0%
3yr Return
19.2%
1yr Return
6.3%
Total Assets
$8B
6M Money Flow
$1B
Bank Loan
Expense Ratio
0.70%
TTM Yield
8.7%
3yr Sharpe
0.59
YTD Return
0.0%
3yr Return
20.7%
1yr Return
6.1%
Total Assets
$2B
6M Money Flow
-$53M
Bank Loan
Expense Ratio
6.22%
TTM Yield
9.3%
3yr Sharpe
0.22
YTD Return
0.0%
3yr Return
19.9%
1yr Return
11.8%
Total Assets
$558M
6M Money Flow
-$21M