Top Performing Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
iShares US Consumer Staples ETF | IYK | Consumer Defensive | 1.33% | 6.77% | 13.50% | |
mDyyxgz VZ Vvcd Ybxdkqfspnkx S | JV | Consumer Cyclical | 48.18% | 16.21% | 24.67% | |
tYrlwgh SD Rrjrkxljgfxgcr TXRNWS | HWFX | Infrastructure | 23.24% | 9.22% | 13.35% | |
pSfvchq JX Tly & Tcx Bdqnbd & Llfr XVDT | FZ | Equity Energy | 29.74% | 28.44% | 15.98% |
List Criteria
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Top 10 Percentile Rank in Category (5-Year Annualized Return)
Morningstar calculates an investment's total return percentile rank against others in its Morningstar Category. Percentile ranks always range from 1 (best) to 100 (worst), with all intermediate values spread evenly over that range. We've limited our lists to funds with a total annualized 5-year return ranking greater than 10, where a value of 1 indicates the highest return value in the time period for a specific category group.