Without a doubt, March 2020 was frustrating month for investors. Global stock markets plunged, oil prices crashed and most parts of the global economy slowed. The falls seem all the more shocking after a decade-long bull run in which markets surged to record high after record high.
 
Global economy: China said its Q1 GDP fell 6.8%, the first time on record it’s declined. 
US Lay-offs: Another five million US citizens filed jobless claims last week, taking the total laid off since the COVID-19 lockdown began last month to over 22 million.
 
Still, some funds performed better than others. Edgefolio gathered the top funds from a range of fund types, you can find them below.

Long Only Funds

Rank Company Fund Name March ’20 YTD CAGR 3 Years AUM (Million $)

(Criteria used: Track Record > 1 Year, Currency: $US dollar)

ETFs

Rank Company Fund Name March ’20 YTD CAGR 3 Years AUM (Million $)

(Criteria used: Track Record > 1 Year, Currency: $US dollar)

UCITS Funds

Rank Company Fund Name March ’20 YTD CAGR 3 Years AUM (Million $)

(Criteria used: Track Record > 1 Year, Currency: $US dollar)

Fund of Funds

Rank Company Fund Name March ’20 YTD CAGR 3 Years AUM (Million $)

(Criteria used: Track Record > 1 Year, Currency: $US dollar)

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Stay safe,
The Edgefolio team


Access the in-depth analysis to view additional measures for this fund group, including relative measures, historical absolute returns, risk and reward analysis and more. You can analyse each of the funds in this group and customise your own fund comparisons on Edgefolio.com. To find out more, contact us for a demo. Sign up to our newsletter for further updates like this from our blog.

Disclaimer

Data provided by Morningstar. Care has been taken to ensure that the information is correct, but Edgefolio neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.