FundInsights
In-depth fund analytics for investors and advisors.
Explore risk and return metrics (going back 20 years) covering ETFs and mutual funds from Vanguard, Fidelity, iShares, and American Funds. See a sample. $25 per month per edition. Cancel anytime.
Allocate wisely in a world where short-term thinking can obscure long-term risks.
Fund Insights for Vanguard
Coverage includes 200+ Vanguard ETFs and mutual funds in Admiral Shares and Investor Shares classes. Visualize performance metrics and compare against benchmarks to optimize your investments.
Fund Insights for Fidelity
Coverage includes 280+ Fidelity ETFs and mutual funds. Explore Fidelity’s actively managed funds with a focus on growth and stability. Use scatterplots to analyze risk-return profiles and align with your financial objectives.
Fund Insights for iShares
Coverage includes 440+ iShares ETFs. Dive into iShares’ ETF-driven portfolios for flexibility and broad market exposure. Track key metrics and benchmark comparisons to refine your strategy.
Fund Insights for American Funds
Coverage includes 70+ American Funds ETFs and mutual funds. Leverage American Funds’ long-term investment philosophy. Visualize fund performance and risk metrics to build a portfolio designed for sustained growth.
Visualize. Analyze. Optimize.
Each edition includes the following analytics for each fund.
Comparison Pages
Listing of all funds in the fund family with sortable total return and risk columns.
Risk vs. Return Scatterplots
Total Return vs. Maximum drawdown, Downside Deviation, and Standard Deviation.
Risk vs. Return Metrics
Alpha, M-Squared, Sharpe, Sortino, Treynor, and Risk vs. Return Compass.
