Average annual returns over the past 3 years, after fees and taxes.
Fees
Annual fees, including management and administration fees, but not membership
fee. Please note that lower fees don't always mean higher net returns.
-
8.24%3.16% -
3.03%0.78%
-
3.03%0.8%
-
2.06%1.15%
-
-0.19%1.04%
-
2.83%1.24%
-
-1.55%0.8%
-
1.62%0.78%
-
1.62%0.79%
-
2.18%0.79%
-
1.57%0.58%
-
0.14%0.78%
-
0.14%0.78%
-
0.21%0.44%
-
-2.50%0.77%
-
2.62%0.78%
-
2.62%0.79%
-
6.96%0.79%
-
7.20%0.8%
-
1.64%1.32%
-
No 3 year data yet1.52%
-
No 3 year data yet1.52%
-
No 3 year data yet1.42%
-
No 3 year data yet1.27%
-
0.97%0.78%
-
0.97%0.78%
-
0.63%0.78%
-
0.63%0.78%
-
-1.44%1.33%
-
-0.88%1.12%
-
-1.40%1.32%
-
-2.84%0.79%
-
1.41%1.06%
-
2.60%1.11%
-
0.09%1.0%
-
1.41%0.95%
-
2.22%1.0%
-
1.95%0.23%
-
1.95%0.23%
-
0.77%0.75%
-
0.06%0.61%
-
1.41%0.95%
-
2.22%1.0%
-
0.77%0.75%
-
0.71%0.43%
-
3.03%1.05%
-
3.03%1.05%
-
No 3 year data yet1.03%
-
-0.95%1.09%
-
1.80%0.65%
-
-0.10%0.4%
-
3.05%0.7%
-
0.48%0.6%
-
1.85%0.35%
-
-1.26%1.0%
-
No 3 year data yet1.4%
-
No 3 year data yet1.26%
-
No 3 year data yet1.04%
-
No 3 year data yet1.49%
-
No 3 year data yet0.4%
-
No 3 year data yet1.49%
-
No 3 year data yet1.38%
-
1.27%0.86%
-
1.57%0.45%
-
1.88%0.3%
-
0.03%0.45%
-
No 3 year data yet0.35%
-
1.20%0.45%
-
2.48%0.45%
-
0.87%0.45%
-
1.85%1.2%
-
-0.19%1.12%
-
4.44%1.25%
-
1.97%1.19%
-
1.59%0.9%
-
0.69%0.38%
-
No 3 year data yet0.35%
-
1.47%0.75%
-
3.65%1.48%
-
2.88%1.24%
-
3.74%1.29%
-
0.66%1.08%
-
2.92%1.29%
-
2.12%1.24%
-
No 3 year data yet1.62%
-
No 3 year data yet1.27%
-
4.58%1.28%
-
0.48%1.11%
-
5.42%1.35%
-
8.80%1.5%
-
-0.53%0.8%
-
1.88%0.98%
-
0.60%0.93%
-
2.85%1.02%
-
2.56%1.01%
-
1.61%0.97%
-
0.82%0.94%
-
2.85%1.02%
-
2.92%1.04%
-
2.01%0.45%
-
0.96%0.88%
-
No 3 year data yet0.37%
-
1.86%0.52%
-
4.41%1.13%
-
1.99%0.94%
-
0.93%0.52%
-
0.61%0.89%
-
3.90%1.14%
-
3.90%1.14%
-
3.97%1.07%
-
2.21%0.95%
-
0.85%0.9%
-
0.69%0.87%
-
3.97%1.04%
-
1.48%0.61%
-
No 3 year data yet1.25%
-
No 3 year data yet1.09%
-
No 3 year data yet0.79%
-
3.16%1.33%
-
2.65%1.29%
-
1.66%1.14%
-
3.40%1.32%
-
2.78%1.28%
-
1.95%1.25%
-
1.87%1.2%
-
1.63%1.15%
-
No 3 year data yet1.12%
-
No 3 year data yet1.09%
-
3.61%1.32%
-
2.78%1.28%
-
1.95%1.25%
-
No 3 year data yet1.14%
-
No 3 year data yet1.09%
-
No 3 year data yet1.36%
-
1.94%1.24%
-
-5.26%1.07%
-
11.36%1.06%
-
No 3 year data yet0.93%
-
No 3 year data yet1.02%
-
2.68%0.37%
-
4.26%0.37%
-
No 3 year data yet0.07%
-
No 3 year data yet0.03%
-
No 3 year data yet1.41%
-
No 3 year data yet0.99%
-
-1.71%1.16%
-
-1.32%0.65%
-
0.61%1.2%
-
-1.81%0.53%
-
0.39%1.36%
-
1.91%0.25%
-
-1.84%0.57%
-
6.25%0.41%
-
2.15%1.35%
-
-2.57%0.47%
-
-3.89%0.34%
-
No 3 year data yet1.05%
-
4.00%1.1%
-
1.10%0.95%
-
-3.28%1.18%
-
2.83%1.19%
-
0.19%0.95%
-
No 3 year data yet1.46%
-
-2.28%0.58%
-
8.45%0.92%
-
4.89%0.93%
-
-1.57%0.49%
-
-3.85%1.02%
-
-1.17%1.1%
-
No 3 year data yet0.51%
-
No 3 year data yet0.66%
-
-2.49%0.69%
-
-1.08%0.69%
-
-6.22%0.67%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.25%
-
No 3 year data yet0.45%
-
No 3 year data yet0.25%
-
No 3 year data yet0.45%
-
No 3 year data yet0.45%
-
No 3 year data yet1.1%
-
No 3 year data yet1.1%
-
-1.16%0.63%
-
1.72%0.63%
-
-3.42%0.63%
-
-0.54%0.63%
-
No 3 year data yet1.1%
-
5.49%0.63%
-
9.79%0.63%
-
No 3 year data yet1.1%
-
No 3 year data yet1.04%
-
No 3 year data yet0.98%
-
No 3 year data yet0.92%
-
0.20%0.89%
-
4.56%1.1%
-
-1.51%0.8%
-
No 3 year data yet0.74%
-
6.87%0.69%
-
2.09%0.61%
-
3.72%1.08%
-
1.77%1.08%
-
1.79%0.5%
-
0.02%0.99%
-
3.78%1.07%
-
2.72%1.1%
-
0.84%1.02%
-
1.80%0.32%
-
0.30%0.46%
-
2.13%0.78%
-
3.25%0.87%
-
3.93%0.92%
-
1.30%0.68%
-
3.14%0.94%
-
6.71%1.05%
-
5.35%1.15%
-
4.06%1.05%
-
1.94%0.2%
-
1.06%0.95%
-
2.43%0.95%
-
-21.71%1.25%
-
-1.07%0.93%
-
-0.55%0.7%
-
4.40%1.15%
-
-1.09%1.08%
-
1.97%0.45%
-
-0.47%0.8%
-
-2.44%0.95%
-
1.44%0.84%
-
1.69%0.45%
-
0.29%0.67%
-
2.39%0.93%
-
3.01%0.98%
-
0.84%0.76%
-
3.12%1.06%
-
No 3 year data yet0.0%
-
0.24%1.58%
-
2.14%1.12%
-
-2.08%1.37%
-
0.19%1.54%
-
0.17%1.38%
-
0.32%1.35%
-
-5.90%1.05%
-
-3.61%1.04%
-
1.41%0.95%
-
2.22%1.0%
-
1.96%0.23%
-
0.78%0.75%
-
0.07%0.61%
-
3.03%1.05%
-
No 3 year data yet1.03%
-
-2.88%0.5%
-
2.55%1.05%
-
6.31%1.05%
-
-1.70%0.34%
-
10.37%0.91%
-
3.30%1.16%
-
1.95%0.88%
-
3.88%1.3%
-
5.26%1.28%
-
8.08%1.27%
-
5.40%1.01%
-
1.87%0.76%
-
0.33%0.76%
-
6.87%1.27%
-
1.83%0.76%
-
10.79%1.16%
-
-1.83%1.27%
-
4.25%1.02%
-
1.23%1.23%
-
-0.27%1.1%
-
2.80%1.29%
-
No 3 year data yet1.32%
-
No 3 year data yet1.52%
-
No 3 year data yet0.5%
-
No 3 year data yet0.47%
-
No 3 year data yet0.51%
-
1.54%0.31%
-
-0.74%0.31%
-
No 3 year data yet0.3%
-
No 3 year data yet0.29%
-
2.96%0.31%
-
No 3 year data yet0.29%
-
6.88%0.9%
-
0.46%0.9%
-
-0.18%0.75%
-
2.03%0.9%
-
-1.74%0.75%
-
1.03%0.9%
-
-5.91%0.9%
-
1.71%0.5%
-
-3.88%0.9%
-
-0.74%0.75%
-
9.35%0.4%
-
9.89%0.4%
-
7.03%0.4%
-
4.08%0.4%
-
No 3 year data yet0.39%
-
4.46%0.4%
-
1.27%0.39%
-
6.34%0.4%
-
4.18%0.63%
-
3.28%0.62%
-
3.28%0.62%
-
2.99%0.61%
-
2.05%0.6%
-
1.06%0.58%
-
-0.66%0.56%
-
2.04%0.59%
-
7.06%0.59%
-
10.50%0.59%
-
5.79%0.59%
-
0.16%0.59%
-
11.91%0.59%
-
8.08%0.59%
-
9.25%0.59%
-
2.16%0.6%
-
1.59%1.34%
-
0.57%0.57%
-
No 3 year data yet0.2%
-
-1.29%0.73%
-
2.38%0.7%
-
7.49%0.59%
-
-4.27%0.59%
-
-0.74%0.58%
-
3.29%0.61%
-
4.40%0.63%
-
-1.38%0.56%
-
-0.50%0.54%
-
1.84%0.52%
-
-1.57%0.59%
-
-5.01%0.59%
-
-6.31%0.59%
-
-3.61%0.59%
-
-3.65%0.59%
-
-3.62%0.59%
-
-1.54%0.59%
-
-2.35%0.54%
-
7.61%0.58%
-
9.99%0.58%
-
7.52%0.59%
-
-4.13%0.59%
-
-2.84%0.54%
-
8.21%0.58%
-
5.36%0.58%
-
2.31%0.49%
-
13.19%0.54%
-
10.75%0.57%
-
13.79%0.57%
-
8.56%0.57%
-
7.70%0.57%
-
0.78%0.5%
-
1.96%0.25%
-
0.25%0.4%
-
No 3 year data yet0.4%
-
0.36%0.4%
-
1.13%0.55%
-
0.49%0.4%
The data has been drawn from their regulatory filings (fees, past returns) and Mindful Money analysis of data on their website (Avoids Concerns, Higher Standards).
Find a fund that fits »Past Returns: Where there are one or two years of returns data, but less than three years, we use market average data for the relevant risk category for the missing years to create a comparable three year average for the purposes of ordering by returns.