Ladenburg Thalmann

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 5 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.6%
3yr Sharpe
0.13
YTD Return
-3.0%
3yr Return
19.2%
1yr Return
7.8%
Total Assets
$158M
6M Money Flow
-$10M
Moderately Conservative Allocation
Expense Ratio
1.09%
TTM Yield
2.2%
3yr Sharpe
0.05
YTD Return
-1.5%
3yr Return
15.6%
1yr Return
8.3%
Total Assets
$57M
6M Money Flow
-$6M
Conservative Allocation
Expense Ratio
1.12%
TTM Yield
2.7%
3yr Sharpe
-0.05
YTD Return
0.4%
3yr Return
12.5%
1yr Return
9.5%
Total Assets
$10M
6M Money Flow
-$807K
Moderately Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
1.1%
3yr Sharpe
0.20
YTD Return
-4.5%
3yr Return
23.5%
1yr Return
8.0%
Total Assets
$112M
6M Money Flow
-$8M
Aggressive Allocation
Expense Ratio
0.99%
TTM Yield
0.9%
3yr Sharpe
0.19
YTD Return
-5.4%
3yr Return
23.6%
1yr Return
7.1%
Total Assets
$53M
6M Money Flow
-$3M