MultiSearch Risk Profile
The Risk Profile attempts to bring all currently computed risk and performance metrics for given fund together
on one (long) output page, along with the most recently published basic fund information, such expense ratio
and portfolio asset allocation. Metrics are provided for various timeframes, including fund lifetime (as far
back as January 1960, typically), fixed multi-year intervals, and across market cycles.
All metrics are computed using monthly total returns, excluding any load, from Lipper Global Data Feed for U.S. funds. The ratings methodology does not account for survivorship bias or category drift.
Brief key to some table metrics (see Definitions page for complete and detailed glossary):
All metrics are computed using monthly total returns, excluding any load, from Lipper Global Data Feed for U.S. funds. The ratings methodology does not account for survivorship bias or category drift.
Brief key to some table metrics (see Definitions page for complete and detailed glossary):
- "Enhanced Strategy" infers use of leverage or hedging and/or
non-traditional holdings ... the fund is not a long only portfolio of stocks, bonds,
or cash.
DC Alloc •
GX Alloc •
GB Alloc •
UL Alloc •
US Alloc •
MSBAR •
EMs •
DMs •
Regions •
Key ETFs •
SPDRs •
ETF B/Ms •
Ref Funds •
Ref Indexes •
Averages