The Best and Worst Performing Funds in February - Morningstar

Mar 4, 2024 · The best performing fund in February was Matthews China Small Companies, gaining 14% to partly offset the 12% January loss. On an annualised basis, the fund is still down 16% over the past three ...

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The Best And Worst Performing Funds In February - Morningstar

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February's Best And Worst Performing Funds - Morningstar

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Mar 2, 2023 · Neutral-rated Jupiter India is the worst performing fund so far this year with a near 7% fall in 2023 and -3.44% in February. In the bottom 10 this year are a number of other …

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Best- And Worst-Performing Stocks For February 2024 - Morningstar

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Mar 1, 2024 · Worst-Performing Stocks for February 2024 Snap SNAP plunged 31.3% in February and declined 35.6% in the year to date. Shares are 38.4% below their last high on …

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Top-Performing Stock ETFs Of The Month | Morningstar

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3 days ago · Metrics for the Best-Performing Stock ETFs ARK Innovation ETF. Morningstar Rating: 1 star; Expense Ratio: 0.75%; Morningstar Category: Mid-Cap Growth; The $6.8 billion …

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Worst-Performing Stock ETFs | Morningstar

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2 days ago · The third-worst-performing ETF in January was the $7.6 billion Pacer US Small Cap Cash Cows 100 ETF, which rose 0.37%. The Pacer ETF, which is passively managed, …

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Best- And Worst-Performing Funds Of 2024 - Morningstar

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Jan 7, 2025 · The fund rose 45.04% in 2024, a gain that beat the 8.96% return of the average fund in that Morningstar Category, leaving it in the first percentile for performance.

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Worst-Performing ETFs | Morningstar

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1 day ago · Among the worst-performing ETFs, two were from the natural resources equity category, where funds fell 5.76% in January. The 10 Worst-Performing ETFs for January …

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5 Top-Performing Core Bond Funds - Morningstar

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2 days ago · After a rough start to the year, core bond funds finished January up 0.5%. Softer-than-expected December core inflation sent bond yields lower and gave prices a mid-month …

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Best- And Worst-Performing Stocks Of January 2025 - Morningstar

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4 days ago · Metrics for the Best-Performing Stocks Robinhood. Sector: Financial Services; Industry: Capital Markets; Economic Moat: Not Rated; Robinhood advanced 39.4% in January, …

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Best-Performing ETFs | Morningstar

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1 day ago · • Morningstar Category: Natural Resources Equity. The C$194 million iShares S&P/TSX Capped Materials Index ETF was the sixth-best performing Canadian ETF in …

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Top- And Bottom-Performing Stock ETFs For The Quarter

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Apr 3, 2024 · Returns for the best- and worst-performing ETFs ranged from 24.4% to negative 4.5%, a gap of 28.8 percentage points. ... topped the 9.2% gain on the average fund in …

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2022's Best And Worst Performing Funds - Morningstar

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Jan 5, 2023 · At the other end of the list we find Morgan Stanley’s US Growth fund with a 55.98% negative return. Readers with a longer memory will recall that this Bronze-rated fund was the …

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20 Newly Overvalued Stocks - Morningstar

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4 days ago · Metrics for this Week’s New 2-Star Stocks S&P Global. Morningstar Rating: 2 stars; One-Week Return: 1.49%; Financial data firm S&P has climbed 8.73% over the past three …

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Best- And Worst-Performing UK Investment Trusts Of 2024

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Jan 8, 2025 · JP Morgan American JAM is the best performing investment trust under Morningstar coverage for the second year in a row, with a share price gain of 31.55% in 2024, following on …

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The Top High US Dividend ETFs For Passive Income In 2025

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3 days ago · At 23%, this fund’s exposure to utilities stocks dwarfs those of funds on our top dividend ETFs to buy list—and its yield is the highest among the ETFs here that focus largely …

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FAQs about The Best and Worst Performing Funds in February - Morningstar Coupon?

Which US Stock ETFs are the worst performing?

The month’s worst performers included Global X SuperDividend US ETF and Franklin US Low Volatility High Dividend Index ETF. To find the month’s best- and worst-performing stock ETFs, we screened the Morningstar US Equity category for funds that trade in the United States. We excluded funds with less than $100 million in total assets. ...

What was the worst performing ETF in February 2024?

The worst-performing ETF in February 2024 was the C$58 million BMO Junior Gold Index ETF, which lost 7.64% in February. The passively managed BMO ETF performed roughly in line with the average 7.85% loss on funds in the precious metals equity category in February. ...

Which ETF has the best return in February?

The C$46 million Caldwell US Dividend Advantage ETF was the best-performing ETF in February with a 12.18% return. The return on the actively managed Caldwell Investment Management ETF topped the 2.66% gain on the average fund in Morningstar’s US equity category for the month. ...

Is Morgan Stanley US growth the worst performing fund of the year?

The vehicle also happens to be the 11th worst performing fund of the year – just one spot shy of our list. Morgan Stanley US Growth made an appearance in the biggest monthly losers list too, the only fund to appear in both annual and monthly lists. ...

How many Morningstar funds have a bad 2024?

Of the 3,200 funds in Morningstar’s database that are available for sale in the UK, only around 300 had a bad 2024. 33 witnessed double-digit losses. By contrast, over 1,000 funds grew 10% or more. Latin America funds account for the majority of the bottom 10 performers, alongside two funds investing in the energy transition and climate change. ...

What are the worst-performing ETFs?

Among the worst-performing ETFs, three were from the small value category, where funds gained 4.7% in the first quarter. Returns for the best- and worst-performing ETFs ranged from 24.4% to negative 4.5%, a gap of 28.8 percentage points. ...