E-Valuator funds

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 6 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 Return ▼Total Assets6M Money Flow
Aggressive Allocation
Expense Ratio
0.85%
TTM Yield
1.5%
3yr Sharpe
0.19
YTD Return
-1.8%
3yr Return
22.8%
1yr Return
8.2%
Total Assets
$197M
6M Money Flow
$8M
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
2.1%
3yr Sharpe
0.17
YTD Return
-1.2%
3yr Return
20.8%
1yr Return
8.0%
Total Assets
$248M
6M Money Flow
-$14M
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.7%
3yr Sharpe
0.09
YTD Return
-0.5%
3yr Return
17.1%
1yr Return
7.3%
Total Assets
$143M
6M Money Flow
-$6M
Moderately Conservative Allocation
Expense Ratio
1.08%
TTM Yield
2.1%
3yr Sharpe
-0.02
YTD Return
0.4%
3yr Return
13.6%
1yr Return
6.5%
Total Assets
$31M
6M Money Flow
$2M
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
3.9%
3yr Sharpe
-0.15
YTD Return
1.2%
3yr Return
11.1%
1yr Return
6.2%
Total Assets
$48M
6M Money Flow
-$874K
Conservative Allocation
Expense Ratio
1.09%
TTM Yield
4.4%
3yr Sharpe
-0.41
YTD Return
1.6%
3yr Return
7.9%
1yr Return
5.5%
Total Assets
$22M
6M Money Flow
-$2M