Innovative Portfolios

Statistics as of May 01, 2025

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Found total of 2 distinct funds
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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
Derivative Income
Expense Ratio
1.13%
TTM Yield
2.1%
3yr Sharpe
0.23
YTD Return
-2.2%
3yr Return
34.6%
1yr Return
10.5%
Total Assets
$20M
6M Money Flow
-$951K
Preferred Stock
Expense Ratio
1.02%
TTM Yield
5.9%
3yr Sharpe
-0.14
YTD Return
-2.7%
3yr Return
6.6%
1yr Return
4.1%
Total Assets
$12M
6M Money Flow
$197K