#1- Returns · 3Y CAGR
- 8.3%
- Return per unit of risk · Sharpe
- 1.05
- Worst fall · Max drawdown
- −1.2%
+5.0 pts · Above category average
Excellent
Gentler than category
Qonfido-rated shortlist
Conservative hybrid funds keep a higher debt allocation with limited equity. Review Qonfido-rated options as research aids for lower-volatility hybrid exposure.
3 Qonfido-rated conservative hybrid funds · Ratings and metrics as of
Mostly debt with a small equity kicker.
287 funds in category · 10 Qonfido-rated · Category avg 3Y return 3.2% · Typical fall 2.7%
#1+5.0 pts · Above category average
Excellent
Gentler than category
#2+4.7 pts · Above category average
Strong
Gentler than category
#3+4.8 pts · Above category average
Strong
Gentler than category
White tick = category average
Lists show Qonfido-rated funds within comparable peer groups. Ratings support research and are not predictions, suitability assessments, or guarantees of future returns. Mutual fund investments are subject to market risks.
Illustrative only. Past returns do not guarantee future results.
Qonfido shortlists Qonfido-rated conservative hybrid mutual funds using expert analysis within comparable peer groups—looking at consistency, risk-adjusted performance, and quality judgment, not past returns alone. Use the list as research support before you invest.
Qonfido places funds into clear tiers within the category. Higher tiers reflect stronger relative quality on Qonfido’s methodology. See the fund rating methodology page for the full approach and limitations.
No mutual fund category is risk-free. Conservative Hybrid funds carry market and category-specific risks. Qonfido ratings help you compare peers; they do not guarantee returns or suitability for your situation.