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.
Category is Consumer Staples Equities
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% | 6.10% | 5.19% | 6.08% | 12 | ||||||||
| T. Rowe Price Global Consumer Fund | Consumer Staples Equities | Jun 26, 2016 | 1.05% | 0.16% | — | 53.18% | 22 | ||||||||
| Rydex Consumer Products Fund | Consumer Staples Equities | Jul 5, 1998 | 1.39% | 1.90% | 3.83% | 17.31% | 2 | ||||||||
| Vanguard Consumer Staples Index Fund Admiral Share... | Consumer Staples Equities | Jan 30, 2004 | 0.10% | 6.93% | 7.81% | 2.15% | 15 |
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