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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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▲
Large Growth
Expense Ratio
0.30%
TTM Yield
0.8%
3yr Sharpe
0.25
YTD Return
-4.8%
3yr Return
30.6%
1yr Return
9.9%
Total Assets
$311B
6M Money Flow
-$11B
Large Growth
Expense Ratio
0.61%
TTM Yield
0.4%
3yr Sharpe
0.23
YTD Return
-4.8%
3yr Return
29.4%
1yr Return
9.6%
Total Assets
$298B
6M Money Flow
-$11B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.4%
3yr Sharpe
0.31
YTD Return
-3.3%
3yr Return
31.1%
1yr Return
10.4%
Total Assets
$313B
6M Money Flow
-$10B
Foreign Large Growth
Expense Ratio
0.47%
TTM Yield
1.6%
3yr Sharpe
-0.07
YTD Return
3.7%
3yr Return
10.2%
1yr Return
1.9%
Total Assets
$130B
6M Money Flow
-$9B
Foreign Large Growth
Expense Ratio
0.47%
TTM Yield
1.6%
3yr Sharpe
-0.07
YTD Return
3.7%
3yr Return
10.2%
1yr Return
1.9%
Total Assets
$16B
6M Money Flow
-$9B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
-3.7%
3yr Return
27.4%
1yr Return
9.6%
Total Assets
$2T
6M Money Flow
-$9B
Large Blend
Expense Ratio
0.04%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
-3.7%
3yr Return
27.4%
1yr Return
9.6%
Total Assets
$992B
6M Money Flow
-$9B
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.4%
3yr Sharpe
-0.52
YTD Return
3.3%
3yr Return
1.0%
1yr Return
6.3%
Total Assets
$35B
6M Money Flow
-$8B
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.7%
3yr Sharpe
-0.53
YTD Return
3.3%
3yr Return
-2.2%
1yr Return
4.8%
Total Assets
$5B
6M Money Flow
-$6B
Foreign Large Blend
Expense Ratio
0.76%
TTM Yield
2.4%
3yr Sharpe
0.09
YTD Return
8.6%
3yr Return
18.0%
1yr Return
6.9%
Total Assets
$1B
6M Money Flow
-$6B
Intermediate Government
Expense Ratio
0.03%
TTM Yield
2.9%
3yr Sharpe
-0.71
YTD Return
3.1%
3yr Return
0.2%
1yr Return
5.5%
Total Assets
$9B
6M Money Flow
-$6B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.4%
3yr Sharpe
0.39
YTD Return
0.9%
3yr Return
31.0%
1yr Return
11.2%
Total Assets
$196B
6M Money Flow
-$5B
Long Government
Expense Ratio
0.15%
TTM Yield
4.1%
3yr Sharpe
-0.78
YTD Return
5.8%
3yr Return
-23.4%
1yr Return
3.5%
Total Assets
$52B
6M Money Flow
-$5B
Large Blend
Expense Ratio
0.58%
TTM Yield
1.2%
3yr Sharpe
0.36
YTD Return
-2.0%
3yr Return
33.5%
1yr Return
8.9%
Total Assets
$142B
6M Money Flow
-$5B
Equity Energy
Expense Ratio
0.08%
TTM Yield
3.0%
3yr Sharpe
0.26
YTD Return
10.7%
3yr Return
36.0%
1yr Return
0.8%
Total Assets
$34B
6M Money Flow
-$5B
Intermediate Core-Plus Bond
Expense Ratio
0.51%
TTM Yield
4.6%
3yr Sharpe
-0.45
YTD Return
3.6%
3yr Return
3.8%
1yr Return
7.1%
Total Assets
$46B
6M Money Flow
-$5B
Target-Date 2025
Expense Ratio
0.08%
TTM Yield
2.9%
3yr Sharpe
-0.02
YTD Return
1.2%
3yr Return
13.0%
1yr Return
7.5%
Total Assets
$75B
6M Money Flow
-$5B
Foreign Large Value
Expense Ratio
0.81%
TTM Yield
2.6%
3yr Sharpe
0.00
YTD Return
8.3%
3yr Return
13.1%
1yr Return
4.2%
Total Assets
$13B
6M Money Flow
-$5B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
-3.8%
3yr Return
27.3%
1yr Return
9.5%
Total Assets
$442B
6M Money Flow
-$5B
Intermediate Core Bond
Expense Ratio
0.45%
TTM Yield
4.6%
3yr Sharpe
-0.55
YTD Return
3.1%
3yr Return
-0.8%
1yr Return
5.6%
Total Assets
$3B
6M Money Flow
-$5B
Large Value
Expense Ratio
0.54%
TTM Yield
1.8%
3yr Sharpe
0.21
YTD Return
4.3%
3yr Return
22.7%
1yr Return
8.4%
Total Assets
$57B
6M Money Flow
-$5B
Large Growth
Expense Ratio
0.69%
TTM Yield
0.0%
3yr Sharpe
0.22
YTD Return
-7.6%
3yr Return
30.7%
1yr Return
10.7%
Total Assets
$57B
6M Money Flow
-$4B
Global Large-Stock Blend
Expense Ratio
0.74%
TTM Yield
1.7%
3yr Sharpe
0.19
YTD Return
0.9%
3yr Return
23.3%
1yr Return
6.9%
Total Assets
$127B
6M Money Flow
-$4B
Global Large-Stock Growth
Expense Ratio
0.73%
TTM Yield
0.6%
3yr Sharpe
0.08
YTD Return
-0.8%
3yr Return
18.2%
1yr Return
7.6%
Total Assets
$147B
6M Money Flow
-$4B
Global Large-Stock Growth
Expense Ratio
1.52%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-1.0%
3yr Return
15.4%
1yr Return
6.7%
Total Assets
$59M
6M Money Flow
-$4B
Long Government
Expense Ratio
0.03%
TTM Yield
4.2%
3yr Sharpe
-0.75
YTD Return
5.5%
3yr Return
-20.0%
1yr Return
4.4%
Total Assets
$10B
6M Money Flow
-$4B
Diversified Emerging Mkts
Expense Ratio
1.03%
TTM Yield
0.3%
3yr Sharpe
-0.27
YTD Return
3.0%
3yr Return
-0.6%
1yr Return
-0.7%
Total Assets
$15B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
-0.9%
3yr Return
18.9%
1yr Return
8.7%
Total Assets
$113B
6M Money Flow
-$4B
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
3.9%
3yr Sharpe
0.14
YTD Return
5.2%
3yr Return
18.5%
1yr Return
12.7%
Total Assets
$130B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.29%
TTM Yield
1.9%
3yr Sharpe
0.02
YTD Return
0.7%
3yr Return
14.6%
1yr Return
5.1%
Total Assets
$50B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.52%
TTM Yield
0.0%
3yr Sharpe
0.10
YTD Return
-8.2%
3yr Return
21.9%
1yr Return
6.8%
Total Assets
$46B
6M Money Flow
-$4B
Inflation-Protected Bond
Expense Ratio
0.18%
TTM Yield
3.0%
3yr Sharpe
-0.71
YTD Return
4.2%
3yr Return
0.1%
1yr Return
6.6%
Total Assets
$15B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.56%
TTM Yield
1.1%
3yr Sharpe
0.48
YTD Return
-2.1%
3yr Return
38.6%
1yr Return
11.6%
Total Assets
$156B
6M Money Flow
-$4B
Long Government
Expense Ratio
0.04%
TTM Yield
4.2%
3yr Sharpe
-0.74
YTD Return
5.4%
3yr Return
-19.9%
1yr Return
4.4%
Total Assets
$10B
6M Money Flow
-$4B
Long Government
Expense Ratio
0.06%
TTM Yield
4.2%
3yr Sharpe
-0.74
YTD Return
5.5%
3yr Return
-19.9%
1yr Return
4.4%
Total Assets
$10B
6M Money Flow
-$4B
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
-6.5%
3yr Return
11.5%
1yr Return
-0.1%
Total Assets
$16B
6M Money Flow
-$4B
Mid-Cap Value
Expense Ratio
0.89%
TTM Yield
2.1%
3yr Sharpe
0.06
YTD Return
0.0%
3yr Return
17.5%
1yr Return
0.2%
Total Assets
$22B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.45%
TTM Yield
0.4%
3yr Sharpe
0.51
YTD Return
-3.1%
3yr Return
45.6%
1yr Return
11.8%
Total Assets
$32B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.4%
3yr Sharpe
0.25
YTD Return
-3.7%
3yr Return
28.2%
1yr Return
9.6%
Total Assets
$29B
6M Money Flow
-$4B
Large Blend
Expense Ratio
0.29%
TTM Yield
1.1%
3yr Sharpe
0.28
YTD Return
-0.7%
3yr Return
28.5%
1yr Return
4.4%
Total Assets
$75B
6M Money Flow
-$4B
Large Growth
Expense Ratio
0.67%
TTM Yield
0.4%
3yr Sharpe
0.12
YTD Return
-5.2%
3yr Return
21.8%
1yr Return
4.8%
Total Assets
$92B
6M Money Flow
-$4B
Mid-Cap Blend
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-0.08
YTD Return
-6.9%
3yr Return
9.8%
1yr Return
4.2%
Total Assets
$37B
6M Money Flow
-$4B