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Fundata Metrics
Fundata Awards
Fund Ratings Return (%) Annualized Return (%)
Name FundGrade ESG Grade 1 Mth 3 Mth 6 Mth 1 Yr 3 Yr 5 Yr 10 Yr
Add to My Watchlist - - 39.02 71.10 47.10 161.72 20.82 - -
Add to My Watchlist - - 38.24 64.68 43.19 153.64 17.18 - -
Add to My Watchlist - - 43.33 48.51 -2.65 80.95 -6.48 - -
Add to My Watchlist - - 42.53 42.94 -5.24 75.37 -9.29 - -
Add to My Watchlist
B
E
3.99 4.85 7.93 20.47 17.17 10.48 -
Add to My Watchlist
D
- 0.40 0.09 0.05 3.09 1.67 - -
Add to My Watchlist
C
D
4.78 8.37 13.04 25.50 10.77 9.91 -
Add to My Watchlist -
E
3.48 6.70 0.71 - - - -
Add to My Watchlist
C
- 2.20 5.93 8.70 16.83 3.76 - -
Add to My Watchlist - - -1.42 0.28 4.60 9.56 - - -
Add to My Watchlist -
A
3.20 6.49 10.90 23.37 - - -
Add to My Watchlist
C
C
2.47 3.29 4.89 - - - -
Add to My Watchlist
E
C
1.41 3.49 2.24 17.30 -1.79 - -
Add to My Watchlist
B
B
2.95 5.70 11.52 26.79 8.97 11.37 -
Add to My Watchlist
B
C
4.84 9.67 16.57 25.77 10.24 7.32 -
Add to My Watchlist

FundGrade A+® Rating Recipient

2021


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C
- 1.23 1.15 5.11 7.91 -1.42 0.57 -
Add to My Watchlist
C
B
0.68 -1.28 1.21 13.93 5.71 5.44 -
Add to My Watchlist
C
C
6.58 10.84 16.05 34.99 11.86 13.66 -
Add to My Watchlist - - 1.27 1.43 4.44 - - - -
Add to My Watchlist - - 14.31 24.85 26.39 - - - -
Add to My Watchlist
C
- -5.25 -6.75 -3.08 -0.85 5.41 -2.46 -
Add to My Watchlist - - - - - - - - -
Add to My Watchlist - - 2.71 5.53 11.44 - - - -
Add to My Watchlist

FundGrade A+® Rating Recipient

2023


Click for more information on Fundata’s FundGrade

A
- 0.62 2.01 3.36 9.43 6.60 - -
Add to My Watchlist
C
- 4.04 7.21 - - - - -

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