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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.

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