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Statistics as of May 01, 2025

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Found total of 7 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
Large Blend
Expense Ratio
0.79%
TTM Yield
2.9%
3yr Sharpe
0.42
YTD Return
-6.4%
3yr Return
41.2%
1yr Return
12.7%
Total Assets
$180M
6M Money Flow
-$7M
Small Blend
Expense Ratio
0.83%
TTM Yield
4.0%
3yr Sharpe
-0.12
YTD Return
-13.7%
3yr Return
6.1%
1yr Return
-1.8%
Total Assets
$12M
6M Money Flow
$1M
Foreign Large Blend
Expense Ratio
0.83%
TTM Yield
4.2%
3yr Sharpe
0.20
YTD Return
8.3%
3yr Return
24.6%
1yr Return
12.3%
Total Assets
$16M
6M Money Flow
-$3M
Equity Hedged
Expense Ratio
0.85%
TTM Yield
0.3%
3yr Sharpe
0.56
YTD Return
0.9%
3yr Return
34.8%
1yr Return
13.9%
Total Assets
$64M
6M Money Flow
$37M
Short-Term Bond
Expense Ratio
0.80%
TTM Yield
5.2%
3yr Sharpe
-0.02
YTD Return
0.7%
3yr Return
13.4%
1yr Return
7.7%
Total Assets
$59M
6M Money Flow
$14M
Intermediate Core Bond
Expense Ratio
0.79%
TTM Yield
4.9%
3yr Sharpe
-0.30
YTD Return
1.2%
3yr Return
5.7%
1yr Return
7.8%
Total Assets
$51M
6M Money Flow
-$729K
Muni National Long
Expense Ratio
0.83%
TTM Yield
4.5%
3yr Sharpe
-0.32
YTD Return
-2.9%
3yr Return
6.2%
1yr Return
1.0%
Total Assets
$28M
6M Money Flow
$4M