Portfolio Diagnostics

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Return Diagnostics
   1 Year
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Portfolio Value-Added
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    Manager Value-Added
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Similarity Analysis
   Correlation Matrix
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Portfolio Allocation
   Asset Allocation
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Analytics
Lost in the mutual funds maze? Try the FundScope Way
Manager Value-Added: a recipe for success
Mutual Fund Reports: new and updated
Tax-Smart Investing: Portfolio Diagnostics as a tax planning tool
Family Affairs: check out the sponsor before you buy the fund.
Outside the Box: If you read the articles featured in this section, you will never look at mutual funds the same way again.








Is your fund consistent?

Here's a simple example: Fund A may have earned a 20% average return in each of the last three years.  By comparison, Fund B may have stalled for two years in a row, earning negligible returns, before reporting a stunning 60% return in year 3. Both funds have an average 3-year return of 20%.  Which one is better? Fund A, of course, because it’s more consistent.

How do you know if your fund is consistent? How can you get data about mutual funds consistency? Right here.  Using the menu bar at the top of this page, click on the "Fund Info" TAB and from there on the "Ranking Tools" option. There, you can rank funds in each category by consistency and a number of other criteria.  Consistency is measured by the percentage of times in which the fund out-performs its peers. Take advantage of this exclusive tool from FundScope, the only one of its kind in Canada.















All pages updated with mutual fund data as of: December 31, 2011

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Data source: Fundata Canada Inc.

2/6/2012 6:41:07 PM