SP Funds

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 8 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▲6M Money Flow
Target-Date 2050
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.7%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$1M
Target-Date 2040
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.7%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$440K
Target-Date 2030
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.9%
3yr Return
-
1yr Return
-
Total Assets
$4M
6M Money Flow
$444K
Foreign Large Growth
Expense Ratio
0.55%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
2.4%
3yr Return
-
1yr Return
7.8%
Total Assets
$47M
6M Money Flow
$21M
Technology
Expense Ratio
0.55%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-6.5%
3yr Return
-
1yr Return
15.1%
Total Assets
$50M
6M Money Flow
$12M
Real Estate
Expense Ratio
0.50%
TTM Yield
4.3%
3yr Sharpe
-0.48
YTD Return
-2.6%
3yr Return
-14.4%
1yr Return
8.6%
Total Assets
$147M
6M Money Flow
$7M
Global Bond
Expense Ratio
0.50%
TTM Yield
3.5%
3yr Sharpe
-0.40
YTD Return
1.8%
3yr Return
7.7%
1yr Return
6.4%
Total Assets
$306M
6M Money Flow
$40M
Large Growth
Expense Ratio
0.45%
TTM Yield
0.8%
3yr Sharpe
0.44
YTD Return
-8.5%
3yr Return
42.2%
1yr Return
9.1%
Total Assets
$1B
6M Money Flow
$414M