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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 - - 14.17 7.34 17.72 101.16 6.57 - -
Add to My Watchlist - - 10.90 6.44 16.39 100.35 2.46 - -
Add to My Watchlist - - 0.14 -22.73 -13.86 39.44 -14.51 - -
Add to My Watchlist - - -2.73 -23.38 -14.83 38.88 -17.80 - -
Add to My Watchlist
B
E
1.39 2.54 5.27 14.76 18.90 8.05 -
Add to My Watchlist
D
- 0.26 -0.33 -0.20 4.21 1.66 - -
Add to My Watchlist
C
D
3.52 3.38 10.99 25.96 8.60 9.47 -
Add to My Watchlist -
E
3.09 -1.34 - - - - -
Add to My Watchlist -
E
0.44 -1.20 - - - - -
Add to My Watchlist
C
- 1.76 2.82 6.86 15.79 3.05 - -
Add to My Watchlist - - -0.03 0.04 4.48 17.54 - - -
Add to My Watchlist -
A
1.33 2.37 12.82 23.48 - - -
Add to My Watchlist
C
C
0.36 0.06 4.71 - - - -
Add to My Watchlist
E
C
-0.55 1.24 5.57 26.48 -1.43 - -
Add to My Watchlist
B
B
0.42 2.58 11.89 32.00 8.23 11.51 -
Add to My Watchlist
B
C
1.02 5.75 15.79 27.98 8.15 6.21 -
Add to My Watchlist

FundGrade A+® Rating Recipient

2021


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C
- -1.51 0.89 4.97 10.68 -1.66 0.28 -
Add to My Watchlist
C
B
-2.20 -2.27 3.12 21.07 5.41 5.73 -
Add to My Watchlist
C
C
2.04 3.70 13.51 34.13 10.58 13.25 -
Add to My Watchlist - - -1.21 0.75 4.29 - - - -
Add to My Watchlist - - 2.77 10.36 14.75 - - - -
Add to My Watchlist
C
- 0.61 1.84 3.83 -0.37 7.79 -1.93 -
Add to My Watchlist - - - - - - - - -
Add to My Watchlist - - -0.04 3.99 10.23 - - - -
Add to My Watchlist

FundGrade A+® Rating Recipient

2023


Click for more information on Fundata’s FundGrade

A
- 0.58 1.57 3.22 10.39 6.37 - -

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