Simplify Asset Management
Statistics as of May 01, 2025
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Found total of 39 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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.72% | TTM Yield 18.7% | 3yr Sharpe 0.15 | YTD Return -15.6% | 3yr Return 21.3% | 1yr Return -12.2% | Total Assets $918M | 6M Money Flow -$123M | |
Expense Ratio 0.53% | TTM Yield 1.0% | 3yr Sharpe 0.27 | YTD Return -7.2% | 3yr Return 34.6% | 1yr Return 7.8% | Total Assets $101M | 6M Money Flow $109M | |
Expense Ratio 0.53% | TTM Yield 1.0% | 3yr Sharpe 0.31 | YTD Return -0.4% | 3yr Return 32.3% | 1yr Return 14.7% | Total Assets $72M | 6M Money Flow -$3M | |
Expense Ratio 0.53% | TTM Yield 1.0% | 3yr Sharpe 0.26 | YTD Return 4.9% | 3yr Return 26.6% | 1yr Return 17.7% | Total Assets $69M | 6M Money Flow -$31M | |
Expense Ratio 0.57% | TTM Yield 19.0% | 3yr Sharpe - | YTD Return -9.7% | 3yr Return - | 1yr Return 2.6% | Total Assets $2M | 6M Money Flow -$327K | |
Expense Ratio 0.25% | TTM Yield 0.9% | 3yr Sharpe - | YTD Return 1.1% | 3yr Return - | 1yr Return 19.2% | Total Assets $1M | 6M Money Flow -$782K | |
Expense Ratio 1.20% | TTM Yield 1.5% | 3yr Sharpe 0.29 | YTD Return -16.3% | 3yr Return 78.8% | 1yr Return 111.9% | Total Assets $22M | 6M Money Flow $15M | |
Expense Ratio 0.25% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return -2.0% | 3yr Return - | 1yr Return 7.4% | Total Assets $1M | 6M Money Flow -$94K | |
Expense Ratio 1.21% | TTM Yield 7.5% | 3yr Sharpe - | YTD Return -3.0% | 3yr Return - | 1yr Return 7.4% | Total Assets $9M | 6M Money Flow -$6M | |
Expense Ratio 0.88% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 7.4% | 3yr Return - | 1yr Return - | Total Assets $10M | 6M Money Flow - | |
Expense Ratio 0.50% | TTM Yield 0.4% | 3yr Sharpe 0.09 | YTD Return -2.0% | 3yr Return 15.7% | 1yr Return -0.7% | Total Assets $141M | 6M Money Flow -$28M | |
Expense Ratio 2.54% | TTM Yield 22.9% | 3yr Sharpe - | YTD Return -2.4% | 3yr Return - | 1yr Return -22.5% | Total Assets $64M | 6M Money Flow -$6M | |
Expense Ratio 0.78% | TTM Yield 3.1% | 3yr Sharpe - | YTD Return 9.4% | 3yr Return - | 1yr Return 4.4% | Total Assets $11M | 6M Money Flow -$4M | |
Expense Ratio 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -8.7% | 3yr Return - | 1yr Return - | Total Assets $24M | 6M Money Flow $24M | |
Expense Ratio 0.76% | TTM Yield 4.7% | 3yr Sharpe 0.30 | YTD Return -0.2% | 3yr Return 27.9% | 1yr Return 6.6% | Total Assets $1B | 6M Money Flow $691M | |
Expense Ratio 1.00% | TTM Yield 1.4% | 3yr Sharpe - | YTD Return 4.8% | 3yr Return - | 1yr Return -3.8% | Total Assets $5M | 6M Money Flow -$74M | |
Expense Ratio 0.44% | TTM Yield 1.3% | 3yr Sharpe 0.77 | YTD Return -2.3% | 3yr Return 35.2% | 1yr Return 11.9% | Total Assets $402M | 6M Money Flow $182M | |
Expense Ratio 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 4.2% | 3yr Return - | 1yr Return - | Total Assets $29M | 6M Money Flow - | |
Expense Ratio 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 6.8% | 3yr Return - | 1yr Return - | Total Assets $28M | 6M Money Flow - | |
Expense Ratio 1.00% | TTM Yield 2.5% | 3yr Sharpe - | YTD Return -7.9% | 3yr Return - | 1yr Return -10.6% | Total Assets $97M | 6M Money Flow -$7M | |
Expense Ratio 0.55% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -7.8% | 3yr Return - | 1yr Return - | Total Assets $3M | 6M Money Flow - | |
Expense Ratio 0.91% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.2% | 3yr Return - | 1yr Return - | Total Assets $25 | 6M Money Flow - | |
Expense Ratio 0.75% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 3.6% | 3yr Return - | 1yr Return - | Total Assets $15M | 6M Money Flow - | |
Expense Ratio 0.75% | TTM Yield 3.3% | 3yr Sharpe - | YTD Return 2.8% | 3yr Return - | 1yr Return 18.8% | Total Assets $34M | 6M Money Flow $27M | |
Expense Ratio 0.50% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 39.0% | 3yr Return - | 1yr Return - | Total Assets $23M | 6M Money Flow - | |
Expense Ratio 6.10% | TTM Yield 24.8% | 3yr Sharpe - | YTD Return 3.1% | 3yr Return - | 1yr Return 54.7% | Total Assets $45M | 6M Money Flow $14M | |
Expense Ratio 0.76% | TTM Yield 1.0% | 3yr Sharpe 0.70 | YTD Return -3.9% | 3yr Return 66.1% | 1yr Return 19.0% | Total Assets $28M | 6M Money Flow -$7M | |
Expense Ratio 0.36% | TTM Yield 7.5% | 3yr Sharpe - | YTD Return -1.0% | 3yr Return - | 1yr Return 3.8% | Total Assets $325M | 6M Money Flow $112M | |
Expense Ratio 0.52% | TTM Yield 6.6% | 3yr Sharpe - | YTD Return 5.0% | 3yr Return - | 1yr Return 4.5% | Total Assets $185M | 6M Money Flow -$154M | |
Expense Ratio 0.25% | TTM Yield 11.0% | 3yr Sharpe 0.49 | YTD Return 7.7% | 3yr Return 26.7% | 1yr Return 13.3% | Total Assets $177M | 6M Money Flow $46M | |
Expense Ratio 0.15% | TTM Yield 4.3% | 3yr Sharpe - | YTD Return 6.0% | 3yr Return - | 1yr Return 10.9% | Total Assets $768M | 6M Money Flow $173M | |
Expense Ratio 0.29% | TTM Yield 7.4% | 3yr Sharpe -0.24 | YTD Return 1.8% | 3yr Return 7.5% | 1yr Return 7.7% | Total Assets $318M | 6M Money Flow $63M | |
Expense Ratio 0.17% | TTM Yield 5.7% | 3yr Sharpe - | YTD Return 2.6% | 3yr Return - | 1yr Return 6.3% | Total Assets $2B | 6M Money Flow $14M | |
Expense Ratio 1.48% | TTM Yield 6.6% | 3yr Sharpe - | YTD Return 3.7% | 3yr Return - | 1yr Return 9.7% | Total Assets $107M | 6M Money Flow $28M | |
Expense Ratio 0.15% | TTM Yield 4.3% | 3yr Sharpe -0.49 | YTD Return 10.7% | 3yr Return -17.7% | 1yr Return 13.9% | Total Assets $166M | 6M Money Flow $30M | |
Expense Ratio 0.50% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -3.7% | 3yr Return - | 1yr Return - | Total Assets $150M | 6M Money Flow - | |
Expense Ratio 0.50% | TTM Yield 3.3% | 3yr Sharpe 0.41 | YTD Return 3.5% | 3yr Return 83.2% | 1yr Return 5.0% | Total Assets $123M | 6M Money Flow -$30M | |
Expense Ratio 0.76% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.2% | 3yr Return - | 1yr Return - | Total Assets $11M | 6M Money Flow $649K | |
Expense Ratio 0.52% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 4.1% | 3yr Return - | 1yr Return - | Total Assets $88M | 6M Money Flow -$5M | |