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Sharpe ratio: High to low
Portfolio name: A to Z
Portfolio name: Z to A
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Risk score: Low to high
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Sharpe ratio: High to low
Sharpe ratio: Low to high
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Fees: High to low
Fees: Low to high
Portfolio name
Risk
Performance
Sharpe ratio
Min invest
Fee
Energy
FTSE Russell
Performance
35.1%
365 days
Sharpe ratio
1.06
Min invest
$100
Fee
0.20%
Utilities
FTSE Russell
Performance
11.3%
365 days
Sharpe ratio
0.60
Min invest
$100
Fee
0.20%
Consumer Staples
FTSE Russell
Performance
7.5%
365 days
Sharpe ratio
0.39
Min invest
$100
Fee
0.20%
Tactical Adaptive
Stoken Asset Management
Performance
5.0%
365 days
Sharpe ratio
0.36
Min invest
$500
Fee
0.75%
Concentrated GARP
Y H & C Investments
Performance
-0.9%
365 days
Sharpe ratio
-0.12
Min invest
$10,000
Fee
1.50%
Health Care
FTSE Russell
Performance
-0.8%
365 days
Sharpe ratio
-0.15
Min invest
$100
Fee
0.20%
Dividend
IA Smart Beta
Performance
-2.9%
365 days
Sharpe ratio
-0.28
Min invest
$100
Fee
0.08%
Russell 3000 Dividend Growth
FTSE Russell
Performance
-4.0%
365 days
Sharpe ratio
-0.36
Min invest
$100
Fee
0.20%
Russell 1000 Dividend Growth
FTSE Russell
Performance
-4.1%
365 days
Sharpe ratio
-0.36
Min invest
$100
Fee
0.20%
Small Cap Value
IA Smart Beta
Performance
-6.2%
365 days
Sharpe ratio
-0.39
Min invest
$100
Fee
0.11%
Value
IA Smart Beta
Performance
-6.1%
365 days
Sharpe ratio
-0.41
Min invest
$100
Fee
0.08%
Basic Materials
FTSE Russell
Performance
-7.9%
365 days
Sharpe ratio
-0.42
Min invest
$100
Fee
0.20%
Thematic Growth
Mott Capital Management, LLC
Performance
-6.2%
365 days
Sharpe ratio
-0.44
Min invest
$5,000
Fee
1.00%
ESG Value
IA SRI
Performance
-6.1%
365 days
Sharpe ratio
-0.46
Min invest
$100
Fee
0.11%
Pure Water
IA SRI
Performance
-7.1%
365 days
Sharpe ratio
-0.48
Min invest
$100
Fee
0.11%
Ethical Leadership
IA SRI
Performance
-7.8%
365 days
Sharpe ratio
-0.48
Min invest
$100
Fee
0.11%
Small Cap Dividend
IA Smart Beta
Performance
-7.6%
365 days
Sharpe ratio
-0.49
Min invest
$100
Fee
0.11%
ESG Quality
IA SRI
Performance
-6.4%
365 days
Sharpe ratio
-0.49
Min invest
$100
Fee
0.11%
Ocean Life
IA SRI
Performance
-7.3%
365 days
Sharpe ratio
-0.50
Min invest
$100
Fee
0.11%
ESG Dividend
IA SRI
Performance
-6.7%
365 days
Sharpe ratio
-0.50
Min invest
$100
Fee
0.11%
Real Estate
FTSE Russell
Performance
-8.4%
365 days
Sharpe ratio
-0.51
Min invest
$100
Fee
0.20%
Quality
IA Smart Beta
Performance
-8.0%
365 days
Sharpe ratio
-0.53
Min invest
$100
Fee
0.08%
Mindful Business Models
IA SRI
Performance
-8.2%
365 days
Sharpe ratio
-0.54
Min invest
$100
Fee
0.11%
Dividend Growth
Sizemore Capital
Performance
-6.7%
365 days
Sharpe ratio
-0.55
Min invest
$5,000
Fee
1.50%
Land Health
IA SRI
Performance
-8.4%
365 days
Sharpe ratio
-0.55
Min invest
$100
Fee
0.11%
ESG Growth
IA SRI
Performance
-9.2%
365 days
Sharpe ratio
-0.57
Min invest
$100
Fee
0.11%
Financial Services
FTSE Russell
Performance
-11.3%
365 days
Sharpe ratio
-0.59
Min invest
$100
Fee
0.20%
LGBTQ Inclusion
IA SRI
Performance
-9.5%
365 days
Sharpe ratio
-0.60
Min invest
$100
Fee
0.11%
Financial Tales
Sera Capital Management
Performance
-4.4%
365 days
Sharpe ratio
-0.67
Min invest
$10,000
Fee
1.00%
Technology
FTSE Russell
Performance
-17.8%
365 days
Sharpe ratio
-0.67
Min invest
$100
Fee
0.20%
Small Cap Quality
IA Smart Beta
Performance
-12.6%
365 days
Sharpe ratio
-0.68
Min invest
$100
Fee
0.11%
Top 200
FTSE Russell
Performance
-12.0%
365 days
Sharpe ratio
-0.68
Min invest
$100
Fee
0.20%
ESG Broad Market
IA SRI
Performance
-11.5%
365 days
Sharpe ratio
-0.70
Min invest
$100
Fee
0.11%
Racial Equality
IA SRI
Performance
-13.1%
365 days
Sharpe ratio
-0.73
Min invest
$100
Fee
0.11%
China Sector
Global X
Performance
-22.7%
365 days
Sharpe ratio
-0.76
Min invest
$100
Fee
0.10%
Gender Equality
IA SRI
Performance
-12.4%
365 days
Sharpe ratio
-0.77
Min invest
$100
Fee
0.11%
Fair Labor & Thriving Communities
IA SRI
Performance
-13.4%
365 days
Sharpe ratio
-0.77
Min invest
$100
Fee
0.11%
Net Payout Yields
Stone Fox Capital
Performance
-16.9%
365 days
Sharpe ratio
-0.79
Min invest
$1,000
Fee
1.00%
Long Term Value
Lakeland Wealth Management
Performance
-16.9%
365 days
Sharpe ratio
-0.79
Min invest
$500
Fee
0.50%
Company Transparency
IA SRI
Performance
-12.8%
365 days
Sharpe ratio
-0.80
Min invest
$100
Fee
0.11%
Equity Rotation
Split Rock
Performance
-13.7%
365 days
Sharpe ratio
-0.81
Min invest
$100
Fee
1.00%
Broad Market
IA Smart Beta
Performance
-14.9%
365 days
Sharpe ratio
-0.82
Min invest
$100
Fee
0.08%
Tactical ETF
Elite Wealth Management
Performance
-15.5%
365 days
Sharpe ratio
-0.82
Min invest
$10,000
Fee
1.00%
Global
Elite Wealth Management
Performance
-18.3%
365 days
Sharpe ratio
-0.83
Min invest
$50,000
Fee
1.00%
Clean Air
IA SRI
Performance
-15.6%
365 days
Sharpe ratio
-0.84
Min invest
$100
Fee
0.11%
Growth
IA Smart Beta
Performance
-17.8%
365 days
Sharpe ratio
-0.85
Min invest
$100
Fee
0.08%
Sustainable Product Lifecycle
IA SRI
Performance
-19.1%
365 days
Sharpe ratio
-0.89
Min invest
$100
Fee
0.11%
Customer Safety
IA SRI
Performance
-17.1%
365 days
Sharpe ratio
-0.89
Min invest
$100
Fee
0.11%
Growth
State Street Global Advisors
Performance
-13.1%
365 days
Sharpe ratio
-0.90
Min invest
$100
Fee
0.10%
Guru Value
Veda Financial
Performance
-22.2%
365 days
Sharpe ratio
-0.91
Min invest
$10,000
Fee
1.50%
Small Cap Growth
IA Smart Beta
Performance
-21.2%
365 days
Sharpe ratio
-0.92
Min invest
$100
Fee
0.11%
Equity Sector and Themes
Global X
Performance
-17.4%
365 days
Sharpe ratio
-0.94
Min invest
$100
Fee
0.10%
Small Cap Broad Market
IA Smart Beta
Performance
-21.7%
365 days
Sharpe ratio
-0.96
Min invest
$100
Fee
0.11%
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Performance
-23.8%
365 days
Sharpe ratio
-0.99
Min invest
$20,000
Fee
1.00%
Freedland Healthcare
Sparrow Capital Management
Performance
-19.7%
365 days
Sharpe ratio
-1.01
Min invest
$500
Fee
1.00%
Small Cap Growth
Crabtree Asset Management
Performance
-24.6%
365 days
Sharpe ratio
-1.02
Min invest
$1,000
Fee
1.00%
Technology
Crabtree Asset Management
Performance
-25.9%
365 days
Sharpe ratio
-1.06
Min invest
$30,000
Fee
1.00%
PIP Dynamic Growth
Philadelphia Investment Partners
Performance
-24.2%
365 days
Sharpe ratio
-1.07
Min invest
$500
Fee
0.80%
Industrials
FTSE Russell
Performance
-20.3%
365 days
Sharpe ratio
-1.08
Min invest
$100
Fee
0.20%
Consumer Discretionary
FTSE Russell
Performance
-27.4%
365 days
Sharpe ratio
-1.08
Min invest
$100
Fee
0.20%
Aggressive
WisdomTree
Performance
-13.3%
365 days
Sharpe ratio
-1.11
Min invest
$100
Fee
0.10%
Moderate
State Street Global Advisors
Performance
-11.7%
365 days
Sharpe ratio
-1.13
Min invest
$100
Fee
0.10%
Long Term GARP
Y H & C Investments
Performance
-26.0%
365 days
Sharpe ratio
-1.17
Min invest
$10,000
Fee
1.50%
Undervalued Opportunities
Clearbrook Capital Advisors
Performance
-19.5%
365 days
Sharpe ratio
-1.20
Min invest
$20,000
Fee
1.50%
Focus Growth
Analytic Investment
Performance
-33.6%
365 days
Sharpe ratio
-1.21
Min invest
$500
Fee
1.50%
Global Growth and Income
Franklin Templeton
Performance
-11.4%
365 days
Sharpe ratio
-1.22
Min invest
$100
Fee
0.10%
Fundamental Growth
Sparrow Capital Management
Performance
-34.4%
365 days
Sharpe ratio
-1.28
Min invest
$500
Fee
1.00%
Telecom
FTSE Russell
Performance
-20.5%
365 days
Sharpe ratio
-1.28
Min invest
$100
Fee
0.20%
Unconstrained
Sparrow Capital Management
Performance
-33.4%
365 days
Sharpe ratio
-1.29
Min invest
$500
Fee
1.00%
Moderately Aggressive
WisdomTree
Performance
-12.3%
365 days
Sharpe ratio
-1.33
Min invest
$100
Fee
0.10%
Moderate
WisdomTree
Performance
-12.4%
365 days
Sharpe ratio
-1.33
Min invest
$100
Fee
0.10%
Ivy 5 Downside Protected
Financial Freedom Management LLC
Performance
-13.8%
365 days
Sharpe ratio
-1.33
Min invest
$500
Fee
0.75%
Digital Innovation
Global X
Performance
-39.8%
365 days
Sharpe ratio
-1.42
Min invest
$100
Fee
0.10%
Thematic Disruptors
Global X
Performance
-40.4%
365 days
Sharpe ratio
-1.48
Min invest
$100
Fee
0.10%
High Income
Cratus Capital LLC
Performance
-6.2%
365 days
Sharpe ratio
-1.78
Min invest
$500
Fee
0.75%
Conservative
WisdomTree
Performance
-10.5%
365 days
Sharpe ratio
-2.26
Min invest
$100
Fee
0.10%
Recently added portfolios
These portfolios were added in the last 365 days and so we do not calculate the 365 day performance or Sharpe ratio for them.
Global Defensive Equity
Atlas Capital
Performance
-12.9%
Since inception
Sharpe ratio
-
Min invest
$20,000
Fee
0.75%
Global Balanced Fund
Atlas Capital
Performance
-11.1%
Since inception
Sharpe ratio
-
Min invest
$20,000
Fee
0.75%
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