#1- Returns · 3Y CAGR
- 7.4%
- Return per unit of risk · Sharpe
- 3.26
- Worst fall · Max drawdown
- −0.1%
In line with category
Excellent
Gentler than category
Qonfido-rated shortlist
Index funds aim to track a market benchmark rather than beat it through stock picking. Qonfido-rated index funds help you compare options within this passive peer group.
12 Qonfido-rated index funds · Ratings and metrics as of
Low-cost funds that simply track a market index.
597 funds in category · 222 Qonfido-rated · Category avg 3Y return 8.3% · Typical fall 3.8%
#1In line with category
Excellent
Gentler than category
#2In line with category
Fair
Steeper than category
#3+4.3 pts · Above category average
Good
Steeper than category
#4No 3Y history yet
Not enough data
Not enough data
#5+2.6 pts · Above category average
Good
Steeper than category
#6No 3Y history yet
Not enough data
Not enough data
#7-1.2 pts · Below category average
Excellent
Gentler than category
#8In line with category
Excellent
Gentler than category
#9In line with category
Fair
Steeper than category
#10-1.1 pts · Below category average
Excellent
Gentler than category
#11+1.2 pts · Above category average
Fair
Steeper than category
#12+1.4 pts · Above category average
Fair
Steeper 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 index 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. Index funds carry market and category-specific risks. Qonfido ratings help you compare peers; they do not guarantee returns or suitability for your situation.