Ocean Park Asset Management, LLC

Statistics as of May 01, 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 SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Nontraditional Bond
Expense Ratio
1.67%
TTM Yield
6.0%
3yr Sharpe
-0.36
YTD Return
-4.0%
3yr Return
8.0%
1yr Return
1.8%
Total Assets
$2B
6M Money Flow
$183M
Conservative Allocation
Expense Ratio
1.83%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
3.1%
Total Assets
$176M
6M Money Flow
$145M
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-6.5%
3yr Return
-
1yr Return
-1.0%
Total Assets
$66M
6M Money Flow
$20M
Tactical Allocation
Expense Ratio
1.23%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-9.2%
3yr Return
-
1yr Return
-3.1%
Total Assets
$10M
6M Money Flow
$6M
Moderately Conservative Allocation
Expense Ratio
1.78%
TTM Yield
2.9%
3yr Sharpe
-0.35
YTD Return
-4.5%
3yr Return
5.2%
1yr Return
1.1%
Total Assets
$314M
6M Money Flow
-$20M
High Yield Muni
Expense Ratio
1.70%
TTM Yield
3.3%
3yr Sharpe
-0.69
YTD Return
-4.2%
3yr Return
1.3%
1yr Return
-1.9%
Total Assets
$219M
6M Money Flow
-$59M
Nontraditional Bond
Expense Ratio
1.65%
TTM Yield
5.2%
3yr Sharpe
-0.68
YTD Return
-1.3%
3yr Return
4.4%
1yr Return
3.3%
Total Assets
$1B
6M Money Flow
-$82M
Tactical Allocation
Expense Ratio
2.01%
TTM Yield
3.4%
3yr Sharpe
-0.66
YTD Return
-4.1%
3yr Return
0.9%
1yr Return
-0.5%
Total Assets
$457M
6M Money Flow
-$127M