Fund Surveys

Performance survey tools allow you to compare fund performance, volatility and consistency with the ability to segment by asset class, sub asset class, investment style, platform and rank over multiple time periods into quartiles / deciles. Lists can be created and saved on the site, in PDF and excel. Users can produce surveys on standard deviation, tracking error, sharpe ratio information ratio, monthly excess returns, excess returns in rising markets, excess returns in falling markets and longest losing streak

Survey options
Survey options
Tooltip
Tooltip
Tooltip
Tooltip
Tooltip
Funds
Funds
Tooltip
Tooltip
Available:
Selected:
Benchmarks (optional)
Benchmarks
Available:
Selected: