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

Relative Value Arbitrageor search across All Categories

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 10 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
Relative Value Arbitrage
Expense Ratio
0.89%
TTM Yield
2.0%
3yr Sharpe
0.43
YTD Return
1.9%
3yr Return
18.9%
1yr Return
7.6%
Total Assets
$16B
6M Money Flow
$486M
Relative Value Arbitrage
Expense Ratio
0.97%
TTM Yield
2.0%
3yr Sharpe
0.40
YTD Return
1.9%
3yr Return
18.6%
1yr Return
7.6%
Total Assets
$15B
6M Money Flow
$486M
Relative Value Arbitrage
Expense Ratio
1.69%
TTM Yield
1.2%
3yr Sharpe
-0.43
YTD Return
3.4%
3yr Return
9.5%
1yr Return
6.2%
Total Assets
$2B
6M Money Flow
-$244M
Relative Value Arbitrage
Expense Ratio
1.41%
TTM Yield
3.5%
3yr Sharpe
0.47
YTD Return
2.6%
3yr Return
16.9%
1yr Return
7.8%
Total Assets
$1B
6M Money Flow
$122M
Relative Value Arbitrage
Expense Ratio
1.46%
TTM Yield
6.3%
3yr Sharpe
-
YTD Return
4.4%
3yr Return
-
1yr Return
12.5%
Total Assets
$443M
6M Money Flow
$176M
Relative Value Arbitrage
Expense Ratio
1.28%
TTM Yield
4.6%
3yr Sharpe
0.37
YTD Return
2.0%
3yr Return
17.8%
1yr Return
9.1%
Total Assets
$269M
6M Money Flow
$72M
Relative Value Arbitrage
Expense Ratio
0.99%
TTM Yield
1.2%
3yr Sharpe
0.42
YTD Return
2.7%
3yr Return
17.2%
1yr Return
8.0%
Total Assets
$151M
6M Money Flow
$23M
Relative Value Arbitrage
Expense Ratio
3.55%
TTM Yield
5.0%
3yr Sharpe
0.24
YTD Return
5.3%
3yr Return
17.9%
1yr Return
12.8%
Total Assets
$57M
6M Money Flow
$13M
Relative Value Arbitrage
Expense Ratio
1.69%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
3.3%
3yr Return
-
1yr Return
11.1%
Total Assets
$54M
6M Money Flow
$14M
Relative Value Arbitrage
Expense Ratio
4.04%
TTM Yield
8.3%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
14.2%
Total Assets
$17M
6M Money Flow
$3M