The Best Consumer Staples Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Consumer Staples Equities mutual funds.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.74%
- Avg. Yield
- 6.96%
- Avg. 1 Year Return
- 8.95%
- Median Risk/Return Score
- 17 / 100
The Best Consumer Staples Equities Mutual Funds
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Select Consumer Staples Portfolio | Consumer Staples Equities | Jul 28, 1985 | 0.73% | 14.07% | 6.31% | 2.77% | 23 | ||||||||
| Rydex Consumer Products Fund | Consumer Staples Equities | Jul 5, 1998 | 1.39% | 9.92% | 4.09% | 16.04% | 7 | ||||||||
| Vanguard Consumer Staples Index Fund Admiral Share... | Consumer Staples Equities | Jan 30, 2004 | 0.10% | 10.73% | 7.82% | 2.08% | 17 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Consumer Staples Equities Mutual funds by Risk/Return Score
The top Consumer Staples Equities Mutual funds by PortfoliosLab Risk/Return Score are FDFAX (23) and VCSAX (17).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity Select Consumer Staples Portfolio | 23 | — | Jul 1985 | |
| Vanguard Consumer Staples Index Fund Admiral Share... | 17 | 9.20B | Jan 2004 | |
| Rydex Consumer Products Fund | 7 | — | Jul 1998 |
Best-Performing Consumer Staples Equities Mutual funds Over 5 Years
The top Consumer Staples Equities Mutual funds is VCSAX (7.24%).
Across the lineup, Consumer Staples Equities Mutual funds show an average 1-year return of 8.95% and an average 5-year return of 4.96%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Vanguard Consumer Staples Index Fund Admiral Share... | 7.24% | 9.20B | Jan 2004 | |
| Fidelity Select Consumer Staples Portfolio | 5.15% | — | Jul 1985 | |
| Rydex Consumer Products Fund | 2.49% | — | Jul 1998 |
Lowest-Cost Consumer Staples Equities Mutual funds
The top Consumer Staples Equities Mutual funds is VCSAX (0.10%).
With an average expense ratio of 0.74%, Consumer Staples Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Consumer Staples Index Fund Admiral Share... | 0.10% | 9.20B | Jan 2004 | |
| Fidelity Select Consumer Staples Portfolio | 0.73% | — | Jul 1985 | |
| Rydex Consumer Products Fund | 1.39% | — | Jul 1998 |
Highest-Yield Consumer Staples Equities Mutual funds
The top Consumer Staples Equities Mutual funds is RYCIX (16.04%).
Across the lineup, Consumer Staples Equities Mutual funds show an average dividend yield of 6.96%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Rydex Consumer Products Fund | 16.04% | — | Jul 1998 | |
| Fidelity Select Consumer Staples Portfolio | 2.77% | — | Jul 1985 | |
| Vanguard Consumer Staples Index Fund Admiral Share... | 2.08% | 9.20B | Jan 2004 |
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