Investors need an objective, reliable, and authoritative way to assess the historical performance of
investment funds. Fundata’s FundGrade rating system utilizes deep data and analytical calculations to
generate a useful tool helping investors identify and select investment funds to build their portfolio.
The FundGrade rating system is automatically applied to those funds that meet the FundGrade criteria – about
7,000 funds from the total universe of Canadian investment funds.
Very basically, Fundata’s FundGrade system uses a risk-adjusted approach to rank performance of
investment funds, as follows:
Fundata’s FundGrade rating system then assigns a grade ranging from an "A" (superior past performance) to an "E"
(poor past performance). For a fund to score a FundGrade "A" rating, the fund must substantially outperform its peers
by finishing in the top 10% over a minimum 24-month period.
FundGrade is a useful tool to help investors build their investment fund portfolio.
But it does not contain subjective recommendations, analysts’ reviews, or performance forecasts.
It is a completely quantitative measure that is based on the fund’s historical track record.
Visit Fundata's FundGrade information page
for more details.
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