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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 Blend
Expense Ratio
0.01%
TTM Yield
1.3%
3yr Sharpe
0.31
YTD Return
-3.3%
3yr Return
31.2%
1yr Return
10.4%
Total Assets
$1T
6M Money Flow
$86B
Large Blend
Expense Ratio
0.04%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.5%
1yr Return
10.4%
Total Assets
$1T
6M Money Flow
$86B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-3.4%
3yr Return
30.5%
1yr Return
10.3%
Total Assets
$590B
6M Money Flow
$81B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.4%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.5%
1yr Return
10.3%
Total Assets
$588B
6M Money Flow
$61B
Digital Assets
Expense Ratio
0.22%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-6.9%
3yr Return
-
1yr Return
31.4%
Total Assets
$50B
6M Money Flow
$19B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.7%
3yr Sharpe
-0.54
YTD Return
3.0%
3yr Return
2.0%
1yr Return
6.0%
Total Assets
$128B
6M Money Flow
$16B
Intermediate Core Bond
Expense Ratio
0.05%
TTM Yield
3.7%
3yr Sharpe
-0.55
YTD Return
3.0%
3yr Return
2.1%
1yr Return
6.0%
Total Assets
$128B
6M Money Flow
$16B
Large Growth
Expense Ratio
0.20%
TTM Yield
0.6%
3yr Sharpe
0.26
YTD Return
-6.7%
3yr Return
34.3%
1yr Return
8.6%
Total Assets
$300B
6M Money Flow
$15B
Large Blend
Expense Ratio
0.13%
TTM Yield
1.2%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.2%
1yr Return
7.9%
Total Assets
$148B
6M Money Flow
$14B
Intermediate Core Bond
Expense Ratio
0.02%
TTM Yield
3.8%
3yr Sharpe
-0.54
YTD Return
2.9%
3yr Return
2.0%
1yr Return
5.9%
Total Assets
$318B
6M Money Flow
$14B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-3.4%
3yr Return
30.4%
1yr Return
10.3%
Total Assets
$59B
6M Money Flow
$14B
Ultrashort Bond
Expense Ratio
0.09%
TTM Yield
4.8%
3yr Sharpe
-0.02
YTD Return
1.1%
3yr Return
13.6%
1yr Return
5.0%
Total Assets
$40B
6M Money Flow
$13B
Multisector Bond
Expense Ratio
0.83%
TTM Yield
6.2%
3yr Sharpe
0.05
YTD Return
3.4%
3yr Return
14.8%
1yr Return
7.9%
Total Assets
$180B
6M Money Flow
$12B
Inflation-Protected Bond
Expense Ratio
0.05%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
-
1yr Return
-
Total Assets
$11B
6M Money Flow
$11B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.3%
3yr Sharpe
0.30
YTD Return
-3.3%
3yr Return
30.6%
1yr Return
10.4%
Total Assets
$598B
6M Money Flow
$11B
Large Blend
Expense Ratio
0.20%
TTM Yield
1.6%
3yr Sharpe
0.04
YTD Return
0.3%
3yr Return
16.4%
1yr Return
6.5%
Total Assets
$73B
6M Money Flow
$10B
Large Growth
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
0.25
YTD Return
-8.0%
3yr Return
33.2%
1yr Return
10.9%
Total Assets
$145B
6M Money Flow
$9B
Large Value
Expense Ratio
0.06%
TTM Yield
3.7%
3yr Sharpe
0.11
YTD Return
2.9%
3yr Return
17.9%
1yr Return
8.9%
Total Assets
$71B
6M Money Flow
$9B
Ultrashort Bond
Expense Ratio
0.20%
TTM Yield
6.1%
3yr Sharpe
0.75
YTD Return
1.0%
3yr Return
18.8%
1yr Return
6.3%
Total Assets
$21B
6M Money Flow
$8B
Intermediate Core-Plus Bond
Expense Ratio
0.41%
TTM Yield
4.2%
3yr Sharpe
-0.31
YTD Return
3.2%
3yr Return
7.1%
1yr Return
6.7%
Total Assets
$94B
6M Money Flow
$8B
Intermediate Core-Plus Bond
Expense Ratio
0.33%
TTM Yield
4.3%
3yr Sharpe
-0.29
YTD Return
3.2%
3yr Return
7.4%
1yr Return
6.8%
Total Assets
$91B
6M Money Flow
$8B
Large Growth
Expense Ratio
0.15%
TTM Yield
0.6%
3yr Sharpe
0.27
YTD Return
-6.7%
3yr Return
34.6%
1yr Return
8.7%
Total Assets
$40B
6M Money Flow
$7B
Large Growth
Expense Ratio
0.05%
TTM Yield
0.5%
3yr Sharpe
0.25
YTD Return
-7.9%
3yr Return
33.2%
1yr Return
11.0%
Total Assets
$283B
6M Money Flow
$7B
Ultrashort Bond
Expense Ratio
0.14%
TTM Yield
4.8%
3yr Sharpe
-0.37
YTD Return
1.0%
3yr Return
13.1%
1yr Return
4.9%
Total Assets
$41B
6M Money Flow
$7B
Derivative Income
Expense Ratio
0.35%
TTM Yield
11.1%
3yr Sharpe
-
YTD Return
-5.4%
3yr Return
-
1yr Return
7.7%
Total Assets
$23B
6M Money Flow
$6B
Large Value
Expense Ratio
0.04%
TTM Yield
2.3%
3yr Sharpe
0.27
YTD Return
3.0%
3yr Return
26.0%
1yr Return
10.0%
Total Assets
$134B
6M Money Flow
$6B
Intermediate Core-Plus Bond
Expense Ratio
0.36%
TTM Yield
4.6%
3yr Sharpe
-0.43
YTD Return
3.0%
3yr Return
4.3%
1yr Return
6.5%
Total Assets
$19B
6M Money Flow
$6B
Commodities Focused
Expense Ratio
0.40%
TTM Yield
0.0%
3yr Sharpe
0.90
YTD Return
19.0%
3yr Return
60.5%
1yr Return
36.6%
Total Assets
$93B
6M Money Flow
$6B
Large Value
Expense Ratio
0.05%
TTM Yield
2.3%
3yr Sharpe
0.27
YTD Return
3.0%
3yr Return
26.0%
1yr Return
10.1%
Total Assets
$195B
6M Money Flow
$6B
Foreign Large Blend
Expense Ratio
0.05%
TTM Yield
3.1%
3yr Sharpe
0.02
YTD Return
6.3%
3yr Return
14.1%
1yr Return
7.6%
Total Assets
$83B
6M Money Flow
$6B
Intermediate Core Bond
Expense Ratio
0.03%
TTM Yield
3.8%
3yr Sharpe
-0.54
YTD Return
3.0%
3yr Return
2.0%
1yr Return
6.0%
Total Assets
$125B
6M Money Flow
$5B
Financial
Expense Ratio
0.08%
TTM Yield
1.4%
3yr Sharpe
0.36
YTD Return
4.2%
3yr Return
38.6%
1yr Return
22.2%
Total Assets
$52B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.71%
TTM Yield
3.7%
3yr Sharpe
0.00
YTD Return
8.9%
3yr Return
13.7%
1yr Return
10.2%
Total Assets
$5B
6M Money Flow
$5B
Technology
Expense Ratio
0.09%
TTM Yield
0.6%
3yr Sharpe
0.25
YTD Return
-11.2%
3yr Return
35.7%
1yr Return
6.8%
Total Assets
$97B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.07%
TTM Yield
3.0%
3yr Sharpe
0.06
YTD Return
7.5%
3yr Return
16.6%
1yr Return
6.4%
Total Assets
$205B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.05%
TTM Yield
3.0%
3yr Sharpe
0.06
YTD Return
7.5%
3yr Return
16.4%
1yr Return
6.3%
Total Assets
$144B
6M Money Flow
$5B
Commodities Focused
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
0.91
YTD Return
19.1%
3yr Return
61.3%
1yr Return
36.8%
Total Assets
$43B
6M Money Flow
$5B
Technology
Expense Ratio
0.09%
TTM Yield
0.6%
3yr Sharpe
0.25
YTD Return
-11.2%
3yr Return
35.7%
1yr Return
6.7%
Total Assets
$75B
6M Money Flow
$5B
Global Bond-USD Hedged
Expense Ratio
0.10%
TTM Yield
4.2%
3yr Sharpe
-0.56
YTD Return
0.1%
3yr Return
3.6%
1yr Return
4.3%
Total Assets
$64B
6M Money Flow
$5B
Ultrashort Bond
Expense Ratio
0.18%
TTM Yield
5.0%
3yr Sharpe
0.21
YTD Return
1.3%
3yr Return
14.1%
1yr Return
5.5%
Total Assets
$31B
6M Money Flow
$5B
Foreign Large Blend
Expense Ratio
0.22%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
6.2%
3yr Return
-
1yr Return
-
Total Assets
$4B
6M Money Flow
$4B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.3%
3yr Sharpe
0.28
YTD Return
-3.4%
3yr Return
29.6%
1yr Return
10.2%
Total Assets
$51B
6M Money Flow
$4B