Overview
Return, volatility, drawdown, Sharpe, Sortino and cost metrics help compare funds. Missing metrics mean source or history is unavailable.
Key Points
- Short-period returns use suitable absolute-return logic.
- Longer periods use CAGR where data permits.
- Alpha and beta require valid benchmark history.
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.