How is 'Our score' calculated?
Every fund is compared only with funds in the same category. We rank it on 1-year, 3-year and 5-year returns, Sharpe ratio, Sortino ratio, worst fall and consistency, and combine these into a score from 0 to 100.
Weights: 1Y return 15, 3Y return 25, 5Y return 20, Sharpe 20, Sortino 5, worst fall 10, consistency 5. Stars follow the score: 80+ is 5 stars, 62+ is 4, 40+ is 3, 20+ is 2.
The score is based on past data and is not a guarantee of future returns.
Updated: