Moderately Aggressive Allocationor search across All Categories
Statistics as of May 01, 2025
Search , , ,
in
Found total of 86 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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return ▼ | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 2.70% | TTM Yield 7.7% | 3yr Sharpe 0.54 | YTD Return -8.5% | 3yr Return 51.7% | 1yr Return 11.4% | Total Assets $271M | 6M Money Flow -$25M | |
Expense Ratio 0.98% | TTM Yield 1.6% | 3yr Sharpe 0.55 | YTD Return 2.8% | 3yr Return 40.1% | 1yr Return 11.0% | Total Assets $255M | 6M Money Flow -$9M | |
Expense Ratio 0.67% Expense Ratio 1.75% | ||||||||
Expense Ratio 0.78% | TTM Yield 1.2% | 3yr Sharpe 0.36 | YTD Return -9.2% | 3yr Return 38.8% | 1yr Return -4.8% | Total Assets $500M | 6M Money Flow $4M | |
Expense Ratio 1.01% | TTM Yield 2.1% | 3yr Sharpe 0.54 | YTD Return -0.7% | 3yr Return 38.3% | 1yr Return 11.5% | Total Assets $3B | 6M Money Flow -$83M | |
Expense Ratio 0.68% Expense Ratio 0.76% Expense Ratio 1.76% Expense Ratio 1.26% Expense Ratio 0.78% | ||||||||
Expense Ratio 1.00% | TTM Yield 3.3% | 3yr Sharpe 0.60 | YTD Return 0.1% | 3yr Return 36.7% | 1yr Return 10.1% | Total Assets $10B | 6M Money Flow -$382M | |
Expense Ratio 1.06% | ||||||||
Expense Ratio 1.16% | TTM Yield 3.2% | 3yr Sharpe - | YTD Return 0.1% | 3yr Return 36.6% | 1yr Return 10.0% | Total Assets $10B | 6M Money Flow -$171M | |
Expense Ratio 3.90% | TTM Yield 7.6% | 3yr Sharpe 0.27 | YTD Return -6.4% | 3yr Return 35.5% | 1yr Return 12.6% | Total Assets $3B | 6M Money Flow -$52M | |
Expense Ratio 1.07% | TTM Yield 4.5% | 3yr Sharpe 0.33 | YTD Return -8.1% | 3yr Return 34.1% | 1yr Return 11.2% | Total Assets $670M | 6M Money Flow -$12M | |
Expense Ratio 1.08% | TTM Yield 0.6% | 3yr Sharpe 0.33 | YTD Return -7.8% | 3yr Return 34.0% | 1yr Return 4.0% | Total Assets $1B | 6M Money Flow -$110M | |
Expense Ratio 0.76% Expense Ratio 1.83% Expense Ratio 1.01% | ||||||||
Expense Ratio 0.88% | TTM Yield 1.8% | 3yr Sharpe 0.48 | YTD Return 1.4% | 3yr Return 32.9% | 1yr Return 11.7% | Total Assets $1B | 6M Money Flow -$13M | |
Expense Ratio 1.15% Expense Ratio 0.84% Expense Ratio 1.91% | ||||||||
Expense Ratio 0.84% | TTM Yield 1.3% | 3yr Sharpe 0.39 | YTD Return -0.4% | 3yr Return 32.6% | 1yr Return 10.7% | Total Assets $1B | 6M Money Flow $190M | |
Expense Ratio 0.51% Expense Ratio 1.55% Expense Ratio 1.01% Expense Ratio 0.44% Expense Ratio 0.83% | ||||||||
Expense Ratio 0.47% | TTM Yield 10.3% | 3yr Sharpe 0.35 | YTD Return -4.4% | 3yr Return 31.3% | 1yr Return 12.9% | Total Assets $2B | 6M Money Flow - | |
Expense Ratio 0.66% | TTM Yield 1.9% | 3yr Sharpe 0.40 | YTD Return 0.1% | 3yr Return 31.2% | 1yr Return 11.3% | Total Assets $18B | 6M Money Flow $70M | |
Expense Ratio 0.44% Expense Ratio 0.69% Expense Ratio 1.40% Expense Ratio 0.34% Expense Ratio 0.34% Expense Ratio 0.98% Expense Ratio 1.40% Expense Ratio 0.70% Expense Ratio 0.44% Expense Ratio 0.67% Expense Ratio 1.44% Expense Ratio 0.93% Expense Ratio 0.47% Expense Ratio 0.39% Expense Ratio 1.42% Expense Ratio 1.14% Expense Ratio 0.57% Expense Ratio 0.37% Expense Ratio 0.39% Expense Ratio 0.76% | ||||||||
Expense Ratio 1.02% | TTM Yield 0.7% | 3yr Sharpe 0.39 | YTD Return -4.4% | 3yr Return 31.2% | 1yr Return 8.3% | Total Assets $24M | 6M Money Flow -$423K | |
Expense Ratio 1.05% | TTM Yield 0.8% | 3yr Sharpe 0.34 | YTD Return -3.9% | 3yr Return 30.2% | 1yr Return 11.2% | Total Assets $3B | 6M Money Flow -$81M | |
Expense Ratio 0.80% Expense Ratio 1.80% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.77% | TTM Yield 2.1% | 3yr Sharpe 0.39 | YTD Return 0.4% | 3yr Return 29.5% | 1yr Return 10.7% | Total Assets $3B | 6M Money Flow $183M | |
Expense Ratio 0.48% Expense Ratio 1.52% Expense Ratio 0.98% Expense Ratio 0.80% Expense Ratio 0.41% | ||||||||
Expense Ratio 0.97% | TTM Yield 5.3% | 3yr Sharpe 0.35 | YTD Return 1.8% | 3yr Return 28.9% | 1yr Return 2.5% | Total Assets $85M | 6M Money Flow -$15M | |
Expense Ratio 1.22% | ||||||||
Expense Ratio 0.08% | TTM Yield 2.2% | 3yr Sharpe 0.32 | YTD Return 0.8% | 3yr Return 28.6% | 1yr Return 11.3% | Total Assets $8B | 6M Money Flow -$270M | |
Expense Ratio 0.63% | TTM Yield 2.0% | 3yr Sharpe 0.34 | YTD Return -0.5% | 3yr Return 28.5% | 1yr Return 10.4% | Total Assets $1B | 6M Money Flow -$41M | |
Expense Ratio 0.14% | TTM Yield 2.4% | 3yr Sharpe 0.32 | YTD Return 0.7% | 3yr Return 27.9% | 1yr Return 11.3% | Total Assets $22B | 6M Money Flow -$482M | |
Expense Ratio 0.33% | TTM Yield 1.9% | 3yr Sharpe 0.31 | YTD Return -1.0% | 3yr Return 27.9% | 1yr Return 10.3% | Total Assets $2B | 6M Money Flow $331M | |
Expense Ratio 0.31% Expense Ratio 0.67% Expense Ratio 1.42% Expense Ratio 0.83% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.4% | 3yr Sharpe 0.30 | YTD Return -1.0% | 3yr Return 27.8% | 1yr Return 9.9% | Total Assets $3B | 6M Money Flow -$127M | |
Expense Ratio 0.94% Expense Ratio 0.80% Expense Ratio 1.88% Expense Ratio 1.04% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.45% | TTM Yield 0.1% | 3yr Sharpe 0.36 | YTD Return -3.5% | 3yr Return 27.1% | 1yr Return 13.4% | Total Assets $178M | 6M Money Flow -$21M | |
Expense Ratio 1.05% Expense Ratio 2.05% Expense Ratio 1.30% | ||||||||
Expense Ratio 0.18% | TTM Yield 2.1% | 3yr Sharpe 0.29 | YTD Return -0.4% | 3yr Return 26.8% | 1yr Return 10.6% | Total Assets $28M | 6M Money Flow $525K | |
Expense Ratio 0.42% | TTM Yield 2.4% | 3yr Sharpe 0.29 | YTD Return -1.3% | 3yr Return 26.8% | 1yr Return 9.6% | Total Assets $209M | 6M Money Flow -$128M | |
Expense Ratio 0.57% | ||||||||
Expense Ratio 0.39% | TTM Yield 1.5% | 3yr Sharpe 0.28 | YTD Return -1.5% | 3yr Return 26.7% | 1yr Return 10.0% | Total Assets $1B | 6M Money Flow -$63M | |
Expense Ratio 0.14% Expense Ratio 1.14% Expense Ratio 0.07% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.58% | TTM Yield 1.7% | 3yr Sharpe 0.30 | YTD Return -0.3% | 3yr Return 26.5% | 1yr Return 10.7% | Total Assets $689M | 6M Money Flow -$25M | |
Expense Ratio 0.02% | TTM Yield 2.0% | 3yr Sharpe 0.31 | YTD Return 0.2% | 3yr Return 26.5% | 1yr Return 10.9% | Total Assets $1M | 6M Money Flow $90K | |
Expense Ratio 1.26% | TTM Yield 1.2% | 3yr Sharpe 0.25 | YTD Return -0.4% | 3yr Return 26.4% | 1yr Return 9.5% | Total Assets $291M | 6M Money Flow -$18M | |
Expense Ratio 1.01% Expense Ratio 2.01% Expense Ratio 1.43% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.08% | TTM Yield 2.6% | 3yr Sharpe 0.27 | YTD Return -1.3% | 3yr Return 26.3% | 1yr Return 9.1% | Total Assets $315M | 6M Money Flow -$23M | |
Expense Ratio 0.00% | TTM Yield 6.3% | 3yr Sharpe 0.27 | YTD Return 0.0% | 3yr Return 26.3% | 1yr Return 7.4% | Total Assets $322M | 6M Money Flow $99M | |
Expense Ratio 0.69% | TTM Yield 2.1% | 3yr Sharpe 0.28 | YTD Return -1.4% | 3yr Return 26.2% | 1yr Return 9.8% | Total Assets $2B | 6M Money Flow -$145M | |
Expense Ratio 0.26% | ||||||||
Expense Ratio 0.81% | TTM Yield 2.0% | 3yr Sharpe 0.27 | YTD Return -0.8% | 3yr Return 26.0% | 1yr Return 8.2% | Total Assets $291M | 6M Money Flow -$20M | |
Expense Ratio 0.78% Expense Ratio 0.53% Expense Ratio 0.63% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.50% | TTM Yield 2.3% | 3yr Sharpe 0.27 | YTD Return -0.1% | 3yr Return 25.9% | 1yr Return 10.3% | Total Assets $924M | 6M Money Flow -$48M | |
Expense Ratio 0.49% | TTM Yield 1.3% | 3yr Sharpe 0.27 | YTD Return -1.5% | 3yr Return 25.8% | 1yr Return 10.3% | Total Assets $434M | 6M Money Flow -$33M | |
Expense Ratio 0.23% Expense Ratio 0.74% Expense Ratio 0.24% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.95% | TTM Yield 4.0% | 3yr Sharpe 0.37 | YTD Return 1.7% | 3yr Return 25.8% | 1yr Return 11.6% | Total Assets $40M | 6M Money Flow -$11M | |
Expense Ratio 0.42% | TTM Yield 1.6% | 3yr Sharpe 0.27 | YTD Return -1.3% | 3yr Return 25.8% | 1yr Return 9.6% | Total Assets $485M | 6M Money Flow -$20M | |
Expense Ratio 0.13% Expense Ratio 1.15% Expense Ratio 0.80% | ||||||||
Expense Ratio 0.32% | TTM Yield 2.9% | 3yr Sharpe 0.33 | YTD Return 1.7% | 3yr Return 25.7% | 1yr Return 11.4% | Total Assets $177M | 6M Money Flow -$7M | |
Expense Ratio 1.38% | TTM Yield 1.3% | 3yr Sharpe 0.28 | YTD Return -0.8% | 3yr Return 25.6% | 1yr Return 9.5% | Total Assets $187M | 6M Money Flow -$41M | |
Expense Ratio 0.38% Expense Ratio 0.88% Expense Ratio 0.30% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.9% | 3yr Sharpe 0.27 | YTD Return -0.7% | 3yr Return 25.5% | 1yr Return 9.0% | Total Assets $117M | 6M Money Flow -$7M | |
Expense Ratio 0.90% Expense Ratio 1.20% Expense Ratio 1.00% Expense Ratio 1.15% Expense Ratio 1.40% Expense Ratio 0.80% Expense Ratio 0.80% | ||||||||
Expense Ratio 1.06% | TTM Yield 1.7% | 3yr Sharpe 0.27 | YTD Return -0.3% | 3yr Return 25.3% | 1yr Return 11.0% | Total Assets $519M | 6M Money Flow -$29M | |
Expense Ratio 1.90% Expense Ratio 0.78% Expense Ratio 1.40% Expense Ratio 0.78% Expense Ratio 1.09% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.2% | 3yr Sharpe 0.26 | YTD Return -1.0% | 3yr Return 25.3% | 1yr Return 9.0% | Total Assets $858M | 6M Money Flow -$65M | |
Expense Ratio 0.90% Expense Ratio 0.84% Expense Ratio 1.14% Expense Ratio 0.61% | ||||||||