PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all the Multi-Asset asset class ETFs and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Click on any item in the list to see complete information, including risk and performance analysis.


Asset Class: Multi-Asset
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
FCEF
First Trust CEF Income Opportunity ETFDiversified Portfolio, Actively ManagedSep 27, 20162.91%
4.06%
7.16%
First Trust Strategic Income ETFAll Cap Equities, Actively ManagedAug 13, 20140.87%
2.86%
1.32%
Formula Folios Hedged Growth ETFAll Cap Equities, Actively ManagedJun 6, 20171.14%
FormulaFolios Smart Growth ETFDiversified Portfolio, Actively ManagedOct 31, 20170.69%
FormulaFolios Tactical Growth ETFDiversified Portfolio, Actively ManagedOct 31, 20171.05%
First Trust Institutional Preferred Securities & I...Preferred Stock/Convertible Bonds, Actively ManagedAug 22, 20170.85%
2.67%
5.71%
First Trust Dorsey Wright Dynamic Focus 5 ETFHedge FundMar 18, 20160.71%
1.46%
1.83%
Cambria Global Asset Allocation ETFDiversified Portfolio, Actively ManagedDec 9, 20140.41%
3.83%
3.66%
SPDR SSgA Global Allocation ETFDiversified Portfolio, Actively ManagedApr 25, 20120.35%
2.35%
5.41%
2.55%
iShares ESG Balanced ETF PortfolioDiversified PortfolioSep 2, 20200.25%
4.69%
2.33%
iShares ESG Conservative Balanced ETF PortfolioDiversified PortfolioSep 2, 20200.25%
1.89%
2.91%
Gadsden Dynamic Multi-Asset ETFHedge Fund, Actively ManagedNov 14, 20180.77%
0.88%
4.11%
iShares ESG Growth ETF PortfolioDiversified PortfolioSep 2, 20200.25%
5.18%
1.82%
SPDR Morningstar Multi-Asset Global Infrastructure...Diversified PortfolioApr 14, 20150.40%
-0.67%
1.65%
Credit Suisse X-Links Gold Shares Covered Call ETNPrecious MetalsJan 29, 20130.65%
5.59%
3.83%
8.51%
Cambria Global Momentum ETFHedge Fund, Actively ManagedNov 4, 20140.96%
3.80%
3.20%
Arrow Dow Jones Global Yield ETFDiversified PortfolioMay 8, 20120.75%
0.51%
-0.37%
8.20%
GraniteShares HIPS US High Income ETFDiversified PortfolioJan 6, 20153.19%
4.47%
10.15%
Strategy Shares Nasdaq 7HANDL Index ETFDiversified PortfolioJan 17, 20180.97%
0.45%
6.99%
WisdomTree Alternative Income FundDiversified PortfolioMay 6, 20213.20%
0.79%
11.22%

21–40 of 98

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...