Understanding our comprehensive fund evaluation metrics
Measures the fund's underlying companies' expansion velocity and growth momentum, indicating future potential and market position.
Evaluates fund efficiency and profitability, combining expense management with historical returns and risk-adjusted performance.
Assesses fund stability and size, indicating the fund's ability to weather market challenges and maintain consistent performance.
Measures dividend attractiveness and sustainability, helping identify reliable income-generating funds for income-focused investors.
Indicates how much your portfolio moves compared to the overall market. A Beta of 1.0 means it moves in sync with the market, above 1.0 means higher risk and bigger swings, while below 1.0 suggests lower risk and more stability.
The Forward Price-toEarnings (P/E) ratio shows how much investors are willing to pay for $1 of a company's earnings. It helps assess if a stock is over- or under-valued based on future expected earnings performance.
The Price-to-Book (P/B) ratio compares a company's market value to its book value (assets minus liabilities). It helps investors see if a stock is trading below or above its actual net worth.
The Price-to-Sales (P/S) ratio compares a company's stock price to its sales per share. It's useful for evaluating growth companies that may not yet be profitable but are growing revenue.