Monthly

Best & Worst of the Month

Every fund ranked by its total return for the month: price change from the last close of the previous month to the last close available, with each distribution reinvested on its ex-date. Gross, in the fund's trading currency.

‹ January 2025 › This month
Median fund, January
+3.6%
15 up · 0 down · 15 funds
Best
+8.4%
EUE · iShares Core EURO STOXX 50 UCITS ETF EUR Dist ETF
Worst
+2.0%
VDEM · Vanguard FTSE Emerging Markets UCITS ETF USD Distributing ETF
Priced to
31 Jan
month closed
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This month's ranking is free. The archive — every month back to 2018, each fund's total return with the distributions it paid — is for Pro members.

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All Covered Call Classic Dividend Core Index Fixed Income
# Fund Category Total return, January Yield TTM
01 EUE ↗ iShares
iShares Core EURO STOXX 50 UCITS ETF EUR Dist ETF
 Core Index +8.4% 2.4%
02 EMU ↗ Amundi
Amundi Core MSCI EMU UCITS ETF Dist ETF
 Core Index +7.7% 3.0%
03 EXSA ↗ iShares
iShares STOXX Europe 600 UCITS ETF (DE) EUR Dist ETF
 Core Index +6.9% 2.6%
04 VEUD ↗ Vanguard
Vanguard FTSE Developed Europe UCITS ETF
 Core Index +6.5% 2.8%
05 IFSD ↗ iShares
iShares STOXX Europe Equity Multifactor UCITS ETF EUR Dist ETF
 Core Index +5.7% 2.8%
06 HMWD ↗ HSBC
HSBC MSCI World UCITS ETF
 Core Index +3.8% 1.2%

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Our approach. Our model portfolios follow a purely quantitative, rules-based method focused on income. Funds are selected, ranked and rotated by statistical criteria applied mechanically: price erosion since inception, sustainability of distributions, dividend growth, yield and total return. No discretionary judgement or view on individual companies or markets is involved, and the same rules apply to every fund.

About the backtests. Portfolio results are hypothetical simulations run on historical data, not records of real trades or of any real account. Among other simplifications, they assume every fund could be bought and sold at its month-end price with no spread, commission or market impact; they show figures before tax unless you set your own tax profile under "Taxes", where you choose your country and can adjust every rate and the commission your broker charges per trade — those figures are an estimate, not a tax calculation; and they convert every amount to euro at the daily exchange rate. The fund universe only contains products that exist today, so funds that closed in the past are missing, which tends to flatter results. Many funds have short histories, so some results cover only a few years of a largely rising market. Rules may be refined over time and each refinement is applied to the full history, so past results can change. Past or simulated performance does not guarantee future results, and every investment can lose value, including the capital invested.

About the data. Data is collected from publicly available open sources and third-party providers and is not independently verified. No warranty is given as to its accuracy, completeness or timeliness. Always check figures with the fund provider before acting. Fund reference data (expense ratio, fund size, domicile) is completed with the EU ETF Universe dataset by Danimoth, used under the CC BY 4.0 licence: danimoth.com/dataset.

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