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Statistics as of Apr 02, 2025

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Top Funds Filter

Limit results to the top 5 funds by 3yr sharpe ratio per asset category for these broad classes:

Found total of 11111 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.01%
TTM Yield
5.5%
3yr Sharpe
-
YTD Return
-5.1%
3yr Return
-
1yr Return
12.2%
Total Assets
$5M
6M Money Flow
$3M
Trading--Inverse Equity
Expense Ratio
1.42%
TTM Yield
36.5%
3yr Sharpe
-
YTD Return
-8.9%
3yr Return
-
1yr Return
-4.9%
Total Assets
$19M
6M Money Flow
$6M
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-12.1%
3yr Return
8.4%
1yr Return
6.7%
Total Assets
$116M
6M Money Flow
-$1M
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.11
YTD Return
-11.8%
3yr Return
3.2%
1yr Return
12.7%
Total Assets
$61M
6M Money Flow
-$13M
Short-Term Bond
Expense Ratio
0.15%
TTM Yield
4.8%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
6.1%
Total Assets
$133M
6M Money Flow
$119M
Short-Term Bond
Expense Ratio
0.15%
TTM Yield
4.7%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
6.6%
Total Assets
$150M
6M Money Flow
$123M
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
5.0%
3yr Sharpe
-0.38
YTD Return
5.1%
3yr Return
-12.0%
1yr Return
21.5%
Total Assets
$379M
6M Money Flow
-$5M
Long-Term Bond
Expense Ratio
0.15%
TTM Yield
5.3%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
7.2%
Total Assets
$60M
6M Money Flow
$41M
Muni National Interm
Expense Ratio
1.01%
TTM Yield
4.8%
3yr Sharpe
-
YTD Return
-5.4%
3yr Return
-
1yr Return
-3.4%
Total Assets
$5M
6M Money Flow
$546K
Trading--Inverse Commodities
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
-0.65
YTD Return
-29.5%
3yr Return
-66.6%
1yr Return
-51.3%
Total Assets
$33M
6M Money Flow
$7M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.3%
3yr Return
-
1yr Return
-
Total Assets
$75M
6M Money Flow
-$30M
Small Blend
Expense Ratio
1.14%
TTM Yield
0.0%
3yr Sharpe
-0.08
YTD Return
-7.4%
3yr Return
9.3%
1yr Return
-2.7%
Total Assets
$28M
6M Money Flow
-$2M
Commodities Broad Basket
Expense Ratio
0.34%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
-2.0%
Total Assets
$2M
6M Money Flow
-$49K
Commodities Focused
Expense Ratio
0.59%
TTM Yield
2.6%
3yr Sharpe
-
YTD Return
13.4%
3yr Return
-
1yr Return
0.0%
Total Assets
$1M
6M Money Flow
$23K
Long Government
Expense Ratio
0.15%
TTM Yield
4.4%
3yr Sharpe
-0.80
YTD Return
5.9%
3yr Return
-39.7%
1yr Return
-0.4%
Total Assets
$2B
6M Money Flow
$83M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.1%
3yr Return
-
1yr Return
-
Total Assets
$66M
6M Money Flow
$64M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.1%
3yr Return
-
1yr Return
-
Total Assets
$44M
6M Money Flow
-
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
-
Total Assets
$99M
6M Money Flow
-
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
-
Total Assets
$98M
6M Money Flow
-$33M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
4.0%
3yr Sharpe
0.24
YTD Return
-5.5%
3yr Return
33.1%
1yr Return
-0.1%
Total Assets
$37M
6M Money Flow
-$8M
Foreign Large Growth
Expense Ratio
0.85%
TTM Yield
0.6%
3yr Sharpe
0.21
YTD Return
5.3%
3yr Return
27.5%
1yr Return
8.7%
Total Assets
$7M
6M Money Flow
$2M
Foreign Large Growth
Expense Ratio
0.92%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
5.3%
3yr Return
26.4%
1yr Return
8.7%
Total Assets
$7M
6M Money Flow
$2M
Derivative Income
Expense Ratio
1.00%
TTM Yield
2.7%
3yr Sharpe
-0.22
YTD Return
-4.0%
3yr Return
6.0%
1yr Return
7.0%
Total Assets
$27M
6M Money Flow
-$5M
Global Large-Stock Growth
Expense Ratio
0.82%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.2%
3yr Return
18.1%
1yr Return
8.2%
Total Assets
$377M
6M Money Flow
-$8M
Global Large-Stock Growth
Expense Ratio
0.85%
TTM Yield
0.2%
3yr Sharpe
0.10
YTD Return
3.2%
3yr Return
17.9%
1yr Return
8.1%
Total Assets
$378M
6M Money Flow
-$8M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
-
Total Assets
$122M
6M Money Flow
-
Diversified Emerging Mkts
Expense Ratio
0.82%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.3%
3yr Return
5.2%
1yr Return
12.4%
Total Assets
$1K
6M Money Flow
$3M
Diversified Emerging Mkts
Expense Ratio
0.85%
TTM Yield
1.4%
3yr Sharpe
-0.17
YTD Return
4.2%
3yr Return
5.1%
1yr Return
12.3%
Total Assets
$345M
6M Money Flow
-$1M
Large Blend
Expense Ratio
0.55%
TTM Yield
0.6%
3yr Sharpe
0.15
YTD Return
-0.5%
3yr Return
21.0%
1yr Return
9.8%
Total Assets
$220M
6M Money Flow
$47M
Large Value
Expense Ratio
1.05%
TTM Yield
2.2%
3yr Sharpe
0.16
YTD Return
2.9%
3yr Return
20.5%
1yr Return
10.5%
Total Assets
$124M
6M Money Flow
-$9M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.3%
3yr Return
-
1yr Return
-
Total Assets
$139M
6M Money Flow
-
Digital Assets
Expense Ratio
2.50%
TTM Yield
0.0%
3yr Sharpe
-0.36
YTD Return
-49.6%
3yr Return
-80.5%
1yr Return
-61.3%
Total Assets
$16M
6M Money Flow
$798K
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.3%
3yr Return
-
1yr Return
-
Total Assets
$66M
6M Money Flow
-$17M
Defined Outcome
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
-
Total Assets
$24
6M Money Flow
-
Defined Outcome
Expense Ratio
0.69%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.3%
3yr Return
-
1yr Return
9.3%
Total Assets
$424M
6M Money Flow
$207M
Tactical Allocation
Expense Ratio
3.25%
TTM Yield
12.6%
3yr Sharpe
-0.09
YTD Return
2.0%
3yr Return
8.1%
1yr Return
7.7%
Total Assets
$541M
6M Money Flow
$23M
Trading--Inverse Equity
Expense Ratio
0.95%
TTM Yield
5.1%
3yr Sharpe
-0.51
YTD Return
-14.8%
3yr Return
-26.0%
1yr Return
-34.6%
Total Assets
$4M
6M Money Flow
-$1M
Trading--Leveraged Equity
Expense Ratio
1.07%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.3%
3yr Return
-
1yr Return
-
Total Assets
$649K
6M Money Flow
-
Defined Outcome
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
5.0%
3yr Return
19.2%
1yr Return
6.5%
Total Assets
$103M
6M Money Flow
$64M
Derivative Income
Expense Ratio
0.99%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
6.7%
3yr Return
-
1yr Return
-
Total Assets
$10M
6M Money Flow
$7M
Small Blend
Expense Ratio
1.44%
TTM Yield
0.0%
3yr Sharpe
-0.33
YTD Return
-2.0%
3yr Return
-2.3%
1yr Return
-2.6%
Total Assets
$26M
6M Money Flow
-$3M
Miscellaneous Sector
Expense Ratio
1.12%
TTM Yield
5.3%
3yr Sharpe
-1.05
YTD Return
-26.6%
3yr Return
-82.7%
1yr Return
-56.5%
Total Assets
$23M
6M Money Flow
$182K