Public Mutual Fund Performance Comparison

All listed funds are open to new investors.

Public mutual fund performance comparison. Give us a call at 603 2022 5000. The mutual fund and etf performance chart displays all sustainable responsible and impact mutual funds and etfs offered by us sif s institutional member firms. A bit more than half a century ago we introduced the system of performance grades that you see below for 1 261 funds.

The other reason for highlighting defensive funds is that mutual fund investors are terrible at market timing. It is calculated based on a morningstar riskadjusted return measure that accounts for variation in a managed product s monthly excess performance placing more emphasis on downward variations and rewarding consistent performance. International investments involve special risks including currency fluctuations and political and economic instability.

Mutual funds closed end funds and exchange traded funds are subject to market exchange rate political credit interest rate and prepayment risks which vary depending on the type of fund. Our products unit trust. Exchange traded funds and open ended mutual funds are considered a single population for comparative purposes.

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