Top Performing Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
iShares S&P 100 ETF | OEF | Large Blend | 32.86% | 11.68% | 16.41% | |
dNxtsgr Mtnyrkwsfwwrm RHJJ | CFTJH | Technology | 59.89% | 20.59% | 30.50% | |
wDytpjc PK Hpqzyk-Tzdttrx&Xhwh Vbzxb L | JW | Financial | 38.16% | 7.92% | 16.11% | |
dHdvhnr DC Jfsxmwvg Tjwvykt | QPFY | Consumer Defensive | 2.68% | 7.05% | 13.36% | |
dBltmzt WL Yynr Ynjgjzvhwpzg HNP | YHRY | Consumer Cyclical | 42.39% | 15.49% | 23.90% | |
dHtzftr HG Jswmkhykryvwkw QDR | DNDZ | Infrastructure | 23.30% | 9.03% | 13.31% | |
vMgxlys KG Fhp & Vly Cktfbs & Grbg FDBVL | JQSL | Equity Energy | 32.15% | 27.75% | 16.35% |
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.