WBI Investments

Statistics as of May 01, 2025

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Found total of 4 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.99%
TTM Yield
5.3%
3yr Sharpe
0.02
YTD Return
-5.8%
3yr Return
15.0%
1yr Return
0.6%
Total Assets
$53M
6M Money Flow
-$6M
Tactical Allocation
Expense Ratio
1.45%
TTM Yield
0.1%
3yr Sharpe
-0.24
YTD Return
-15.2%
3yr Return
3.1%
1yr Return
-9.4%
Total Assets
$30M
6M Money Flow
-$5M
Tactical Allocation
Expense Ratio
1.49%
TTM Yield
2.5%
3yr Sharpe
-0.85
YTD Return
-11.8%
3yr Return
-16.8%
1yr Return
-9.8%
Total Assets
$33M
6M Money Flow
-$3M
Tactical Allocation
Expense Ratio
1.52%
TTM Yield
0.9%
3yr Sharpe
-0.58
YTD Return
-5.5%
3yr Return
-9.0%
1yr Return
-6.0%
Total Assets
$28M
6M Money Flow
-$2M