All the metrics you need to evaluate a fund's performance. Compare returns through history, over specific time periods, among comparable funds all in one place.
A Broad Survey of the Competitive Landscape
See how a fund stacks up with similar funds year over year with the Comparables Time Series data table. Or compare performance in specific monthly and yearly intervals with the Periodic Returns data table.
Customize Comparables to Maximize Power
A key part of performance analysis is seeing how a fund stacks up against its competition. YCharts provides a default set of comparable funds, calculated based on asset class, benchmark index, major holdings and more.
Want more control? With custom comparables, you decide who the competition is. Boost the power of the Performance page, and other YCharts tools, by selecting the comps that are most relevant to you.
The YCharts Fund Performance is available with a subscription. To learn more and see it in action, please contact a sales representative today.
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