Ocean Park Asset Management, LLC

Statistics as of Jun 06, 2025

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Found total of 8 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 Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Global Moderately Conservative Allocation
Expense Ratio
1.78%
TTM Yield
2.8%
3yr Sharpe
-0.25
YTD Return
-1.6%
3yr Return
8.1%
1yr Return
0.0%
Total Assets
$316M
6M Money Flow
-$19M
Nontraditional Bond
Expense Ratio
1.67%
TTM Yield
5.9%
3yr Sharpe
-0.40
YTD Return
-4.2%
3yr Return
8.4%
1yr Return
0.2%
Total Assets
$2B
6M Money Flow
$122M
Tactical Allocation
Expense Ratio
2.01%
TTM Yield
3.3%
3yr Sharpe
-0.60
YTD Return
-2.0%
3yr Return
2.6%
1yr Return
-1.2%
Total Assets
$455M
6M Money Flow
-$131M
Nontraditional Bond
Expense Ratio
1.65%
TTM Yield
5.1%
3yr Sharpe
-0.72
YTD Return
-1.0%
3yr Return
4.8%
1yr Return
1.9%
Total Assets
$1B
6M Money Flow
-$99M
High Yield Muni
Expense Ratio
1.70%
TTM Yield
3.3%
3yr Sharpe
-0.79
YTD Return
-5.0%
3yr Return
0.2%
1yr Return
-4.3%
Total Assets
$208M
6M Money Flow
-$65M
Global Conservative Allocation
Expense Ratio
1.83%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
1.9%
Total Assets
$177M
6M Money Flow
$144M
Global Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-2.6%
3yr Return
-
1yr Return
-1.2%
Total Assets
$71M
6M Money Flow
$18M
Tactical Allocation
Expense Ratio
1.23%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
-3.6%
3yr Return
-
1yr Return
-2.1%
Total Assets
$11M
6M Money Flow
$5M