Research Centre

Lowest Falling Funds in the Lowest Falling Sectors

The 10 funds which have fallen the most in value, from the 5 sectors which have fallen the most in value in the last 3 years.

Fund Name 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg % FE Crown Rating
Xtrackers II Japan Government Bond UCITS ETF 0.84 -2.35 -6.77 -14.80 -29.49 -45.61
Comgest Growth Europe Smaller Companies 2.02 4.81 1.52 -2.37 -4.03 -32.20
Waverton Sterling Bond -0.29 1.41 -0.92 2.09 10.89 -6.63
iShares Italy Government Bond ETF -0.08 -1.03 -3.43 -0.45 11.73 -5.35
Stewart Investors Asia Pacific and Japan All Cap 0.86 2.42 5.96 9.69 13.57 11.34
Nomura Asia Investment Grade Bond -0.91 0.07 0.89 3.48 14.65 16.40
T. Rowe Price Diversified Income Bond -0.45 1.25 2.89 4.72 15.13 14.43
HL Global Bond -0.31 0.33 -0.57 2.91 16.40 3.37
Pictet EUR Short Term High Yield 0.48 -0.58 -0.48 1.94 16.96 18.32
Carmignac Portfolio Global Bond 0.11 2.65 3.51 8.46 18.69 17.93
iShares € High Yield Corp Bond UCITS ETF 0.36 -0.33 -0.62 1.62 18.88 14.93
State Street SPDR Bloomberg Euro High Yield Bond UCITS ETF 0.30 -0.46 -0.68 1.59 19.45 13.78
AXA US Short Duration High Yield Bond 0.29 0.80 1.50 4.34 19.55 18.26
Candriam Bonds Euro High Yield 0.30 -0.25 -1.21 1.49 20.15 17.61
GAM Star Credit Opportunities USD -0.53 1.41 2.17 3.73 20.49 18.99
iShares € High Yield Corp Bond ESG SRI UCITS ETF 0.15 -0.51 -1.36 1.67 20.51 13.21
AB Sustainable Euro High Yield Portfolio 0.27 -0.31 -0.88 1.99 21.57 11.07
PGIM European High Yield Bond -0.71 1.70 2.81 4.27 21.64 26.96
Pictet EUR High Yield 0.28 -0.53 -0.82 2.00 22.86 16.72
Pictet EUR High Yield 0.28 -0.53 -0.82 2.00 22.86 16.74
PIMCO Pimco Funds Global Investors Series plc - Low Duration Income 0.08 0.91 0.91 5.00 23.05 22.37
BNY Mellon Inflation Linked Corporate Bond 0.46 1.02 2.34 5.37 23.26 23.46
Schroder European Smaller Companies 4.21 2.24 2.24 6.15 23.60 -0.39
Janus Henderson Multi Asset Credit 0.32 1.33 2.22 4.94 23.84 25.61
Royal London Ethical Bond 0.37 2.69 0.43 4.98 24.08 3.14
Artemis Strategic Bond 0.17 2.23 0.86 4.42 24.67 11.63
abrdn SICAV II European Smaller Companies 5.77 5.51 2.24 2.31 25.08 -8.32
Invesco USD AT1 CoCo Bond UCITS ETF -0.47 1.14 2.41 5.56 25.88 18.11
PIMCO GIS Diversified Income -0.16 1.01 0.39 5.80 26.38 6.30
Barings European High Yield Bond 0.18 1.75 1.57 4.22 26.46 24.45
Titan Hybrid Capital Bond -0.44 2.28 2.54 5.70 28.21 22.31
Algebris IG Financial Credit -0.01 1.29 0.53 4.31 28.24 16.01
AXA World Funds - Global Convertibles 0.19 -0.68 6.56 12.21 30.25 8.79
Lazard European Smaller Companies 2.47 0.36 0.90 7.69 31.60 3.13
Baillie Gifford Developed Asia Pacific 3.93 12.22 16.29 20.37 33.44 7.73
iShares EURO STOXX Small UCITS ETF 4.96 6.14 6.48 18.33 38.36 30.00
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF 3.05 3.36 2.51 10.20 38.38 37.38
GAM Swiss Re Cat Bond 1.13 2.41 4.44 11.40 40.61 53.08
BNY Mellon Small Cap Euroland 3.62 2.45 3.94 15.19 43.74 41.37
JPM Europe Dynamic Small Cap 1.39 3.53 4.90 13.89 50.95 9.03
JPM Pacific Equity -2.09 -0.80 6.78 30.35 59.08 31.42
State Street SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 6.10 7.35 6.16 18.83 59.21 52.63
Impax Asian Environmental Markets -2.01 1.55 19.75 48.48 59.91 36.86
JPM Europe Small Cap 2.31 2.75 4.11 14.39 62.19 26.51
iShares Asia Pacific Dividend UCITS ETF 5.14 3.42 4.59 30.49 69.97 76.50
Mirabaud Discovery Europe Ex-UK 1.18 0.14 5.99 14.19 78.40 47.35
Invesco Pacific (UK) 2.85 5.39 9.95 33.54 78.87 89.65