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How We Rate Funds

Ratings combine category-relative performance, consistency, risk-adjusted return, downside protection, cost and available quality signals.

Overview

Ratings combine category-relative performance, consistency, risk-adjusted return, downside protection, cost and available quality signals.

Key Points

  • Funds are compared with comparable peers.
  • Insufficient-history funds remain unrated.
  • Scores are research metrics, not advice.

Research Method

InvestEdge uses backend-calculated metrics and category-relative ranking. Values appear only when required source data and history exist.

Ratings are research signals only. They do not guarantee returns, safety or suitability.