The 1-year trailing return for This fund is shown in the Trailing Returns section. It is compared against the its category category average and benchmark for context.

The 3-year CAGR for This fund is in the Trailing Returns section, with benchmark and category comparisons.

The 5-year CAGR for This fund is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.

Since-inception returns for This fund are in the Trailing Returns section, showing performance across the fund's full history from launch to today.

Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.

The Sharpe ratio of This fund is in the Alpha, Beta & Sharpe section of the Performance tab. Sharpe ratio = (fund return − risk-free rate) ÷ standard deviation, and measures return per unit of risk taken.

The alpha of This fund is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.

The beta of This fund is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.

Rolling returns for This fund across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.

Period-wise annual returns for This fund across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.