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General
Fundata Metrics
Past Performance
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
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D
D
4.75 5.08 15.08 21.53 12.02 - -
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B
B
1.28 2.98 11.64 17.31 19.49 11.93 -
Add to My Watchlist - - 3.67 6.91 10.42 15.98 7.63 - -
Add to My Watchlist - - 3.54 6.92 10.20 14.98 6.86 - -
Add to My Watchlist - - 3.60 6.70 10.16 15.37 7.50 - -
Add to My Watchlist - - 3.25 6.33 9.46 13.47 6.45 - -
Add to My Watchlist - - 3.99 7.40 11.12 17.12 7.68 - -
Add to My Watchlist - - 3.88 7.49 11.15 16.24 6.83 - -
Add to My Watchlist - - 4.09 7.60 11.31 17.18 7.77 - -
Add to My Watchlist - - 3.82 7.43 10.92 15.68 6.69 - -
Add to My Watchlist - - 3.73 6.99 10.61 16.37 7.68 - -
Add to My Watchlist - - 3.65 7.06 10.50 15.43 6.89 - -
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C
- 4.45 9.39 16.05 13.78 7.68 - -
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D
- 0.59 -1.27 2.51 3.77 11.65 7.61 -
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FundGrade A+® Rating Recipient

2024


Click for more information on Fundata’s FundGrade

B
A
1.47 1.66 7.87 12.48 14.32 8.62 -
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B
A
1.21 0.92 6.21 9.10 10.93 - -
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B
A
1.30 1.17 6.75 10.22 12.10 - -
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B
A
1.24 1.02 6.44 9.57 11.40 - -
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B
A
1.24 1.02 6.44 9.57 11.43 - -
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B
A
1.33 1.29 7.00 10.74 12.59 - -
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B
A
1.26 1.08 6.55 9.81 11.64 - -
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B
A
1.27 1.08 6.55 9.81 11.66 - -
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B
A
1.35 1.35 7.13 10.95 12.83 - -
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B
A
1.36 1.38 7.19 11.07 - - -
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B
A
1.28 1.12 6.65 10.00 11.85 - -

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