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 1.94 -1.81 -4.34 -14.46 -28.76 -44.89
Comgest Growth Europe Smaller Companies 2.22 3.26 0.07 -3.65 -4.64 -32.09
Waverton Sterling Bond -0.23 0.26 -0.45 1.83 10.15 -6.55
iShares Italy Government Bond ETF 0.36 -0.91 -2.95 -0.67 11.40 -4.83
Stewart Investors Asia Pacific and Japan All Cap 0.63 1.47 6.70 9.31 12.88 11.03
PIMCO Mortgage Opportunities -0.51 0.86 1.76 3.75 13.85 17.24
T. Rowe Price Diversified Income Bond -0.60 1.71 2.88 4.25 15.14 14.36
Threadneedle CT Global Social Bond -0.38 -0.09 -0.51 2.18 15.46 -
HL Global Bond -0.15 0.08 -0.18 3.08 16.46 3.47
Pictet EUR Short Term High Yield 0.67 -0.00 -0.43 1.88 16.88 18.77
Capital Group Global High Income Opportunities (LUX) -0.43 1.74 1.91 5.80 17.93 19.62
iShares € High Yield Corp Bond UCITS ETF 0.63 0.30 -0.52 1.65 18.94 15.48
State Street SPDR Bloomberg Euro High Yield Bond UCITS ETF 0.49 0.13 -0.69 1.58 19.35 14.19
AXA US Short Duration High Yield Bond 0.46 1.03 1.62 4.58 19.84 18.38
Candriam Bonds Euro High Yield 0.57 0.31 -1.02 1.50 20.13 18.12
iShares € High Yield Corp Bond ESG SRI UCITS ETF 0.38 0.03 -1.21 1.69 20.45 13.70
GAM Star Credit Opportunities USD -0.33 2.26 2.57 3.69 20.91 19.32
AB Sustainable Euro High Yield Portfolio 0.47 0.21 -0.82 1.94 21.54 11.44
PGIM European High Yield Bond -0.64 2.44 3.02 4.15 21.94 27.20
BNY Mellon Inflation Linked Corporate Bond 0.25 0.41 2.38 5.03 22.61 23.09
Pictet EUR High Yield 0.46 0.03 -0.81 1.97 22.69 17.13
Pictet EUR High Yield 0.46 0.03 -0.80 1.97 22.70 17.15
PIMCO Pimco Funds Global Investors Series plc - Low Duration Income 0.23 0.68 1.14 5.24 23.01 22.66
Schroder European Smaller Companies 3.96 1.99 1.54 4.65 23.30 -0.82
Janus Henderson Multi Asset Credit 0.32 1.33 2.22 4.94 23.84 25.61
Artemis Strategic Bond 0.25 1.77 0.99 4.51 24.28 11.67
abrdn SICAV II European Smaller Companies 5.67 4.20 1.33 0.95 24.38 -7.96
Royal London Ethical Bond 0.43 1.54 0.73 5.04 24.43 3.01
PIMCO GIS Diversified Income 0.00 0.69 0.71 6.14 26.37 6.47
Invesco USD AT1 CoCo Bond UCITS ETF -0.18 1.83 2.84 5.78 26.51 18.45
Barings European High Yield Bond 0.21 1.69 1.57 4.33 26.55 24.49
AXA World Funds - Global Convertibles -0.69 -1.48 4.77 11.40 28.32 8.00
Titan Hybrid Capital Bond -0.30 2.97 2.96 5.58 28.66 22.72
Lazard European Smaller Companies 2.24 -0.81 0.07 6.45 30.93 4.13
Baillie Gifford Developed Asia Pacific 3.46 11.89 17.63 20.15 32.57 7.74
iShares EURO STOXX Small UCITS ETF 5.39 6.36 4.90 18.08 36.95 31.79
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF 3.19 4.21 3.00 10.34 38.26 38.80
GAM Swiss Re Cat Bond 1.04 2.41 4.35 11.68 40.48 52.94
State Street SPDR MSCI Europe Small Cap UCITS ETF 5.07 4.07 3.65 13.31 42.33 23.72
BNY Mellon Small Cap Euroland 3.39 2.19 2.84 14.26 42.73 42.16
JPM Pacific Equity -2.86 -0.82 8.20 29.78 56.72 29.36
Impax Asian Environmental Markets -2.44 2.04 21.13 47.83 57.73 36.56
State Street SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 6.77 7.03 5.37 19.10 58.26 55.00
JPM Europe Small Cap 1.50 0.87 2.87 13.06 58.80 26.05
iShares Asia Pacific Dividend UCITS ETF 4.96 3.95 6.56 30.75 70.08 78.76
Mirabaud Discovery Europe Ex-UK 1.35 0.80 3.60 14.71 76.71 49.10
Invesco Pacific (UK) 2.46 4.77 11.65 33.21 77.35 89.70