Mutual Fund Report: Performance

The Performance section is further categorized into 5 categories, starting with Summary.

This tab shows important information that can help users make informed decisions. This includes the CAGR, expense ratio, and volatility.

In the same tab, one can also see the alpha, beta, and max drawdown of the fund, which are essential for any fund analysis.

The next category is the Trailing Returns.

In this tab, trailing returns of the fund are displayed for various timeframes since inception. Users can see the category average and rank of the fund based on trailing returns (toggle to table view.)

The next category is Period Returns.

This chart showcases the scheme's yearly performance against its category, with percentile rankings offering valuable insights. With it, you can analyze trends to make informed investment decisions.

The next category is Alpha, Beta, and Sharpe ratios.

This tab allows users to compare the alpha, beta, and Sharpe ratios of the fund with the other funds in the category.

And the last category is Worst Drawdowns.

That’s it for our Performance analysis section. The next section is Holdings. Let’s explore it in the next article.