#1- Returns · 3Y CAGR
- 14.4%
- Return per unit of risk · Sharpe
- 0.71
- Worst fall · Max drawdown
- −6.9%
+3.2 pts · Above category average
Strong
Gentler than category
Qonfido-rated shortlist
Value and contra styles seek opportunities the market may be undervaluing. Compare Qonfido-rated funds in this peer group on consistency and risk-adjusted quality.
12 Qonfido-rated value / contra funds · Ratings and metrics as of
Funds that buy out-of-favour stocks trading below their worth.
140 funds in category · 31 Qonfido-rated · Category avg 3Y return 11.2% · Typical fall 8.1%
#1+3.2 pts · Above category average
Strong
Gentler than category
#2+3.2 pts · Above category average
Good
Gentler than category
#3+1.6 pts · Above category average
Good
Gentler than category
#4+4.4 pts · Above category average
Strong
Gentler than category
#5+1.5 pts · Above category average
Good
Typical for category
#6+2.7 pts · Above category average
Good
Gentler than category
#7+6.4 pts · Above category average
Strong
Typical for category
#8+5.2 pts · Above category average
Excellent
Gentler than category
#9+6.1 pts · Above category average
Strong
Gentler than category
#10No 3Y history yet
Not enough data
Not enough data
#11In line with category
Good
Gentler than category
#12+4.4 pts · Above category average
Strong
Typical for 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 value / contra 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. Value / Contra funds carry market and category-specific risks. Qonfido ratings help you compare peers; they do not guarantee returns or suitability for your situation.