EconomyPair offers a variety of analytics related to the fund’s performance, such as historical returns, volatility, and risk-adjusted returns. This information can be used to evaluate the fund’s past performance and to compare it with other funds in the same category. Additionally, the website provides a performance chart that shows the fund’s returns over time, which can help understand how the fund has performed in different market conditions.
Portfolio Analytics
EconomyPair also provides analytics related to the fund’s portfolio, such as the fund’s top holdings, sector and geographic exposures, and asset allocation. This allows you to understand the fund’s investment strategy and to evaluate the fund’s risk and return characteristics. Additionally, you can find a breakdown of the fund’s portfolio by asset class, sector, and region, which can help understand the fund’s diversification.
Risk Analytics
The platform offers analytics related to the fund’s risk, such as the fund’s beta, standard deviation, and downside deviation. This information provides insights into the fund’s risk characteristics and compares it with other funds in the same category on EconomyPair. Additionally, the fund’s website provides a risk graph, which can help understand the fund’s risk over time.
Benchmarking Analytics
It offers analytics related to benchmarking, such as the fund’s performance relative to a benchmark index, such as S&P500. This information evaluates the fund’s relative performance and to understand how the fund has performed compared to a benchmark on EconomyPair.
Tax Analytics
It also provides analytics related to the fund’s tax efficiency, such as the fund’s turnover rate and the proportion of long-term capital gains in the fund’s distributions. This information can be used to evaluate the fund’s tax efficiency and to understand how the fund’s distributions may affect your taxes.
Analyzing Fund Manager’s Track Record
EconomyPair also offers analytics related to the fund manager’s track record, such as the manager’s experience, tenure, and performance history. This information can be used to evaluate the fund manager’s qualifications and track record and to understand the manager’s investment philosophy and style.
Analyzing Expense Ratio
It offers analytics related to the fund’s expenses, such as the expense ratio, which is the annual fee the fund charges to cover its operating expenses. This evaluates the fund’s cost-effectiveness and understands how much of your investment is going toward the underlying securities rather than the fund’s expenses on EconomyPair.
Analyzing Fund’s Asset Class and Sectors
The analytics related to the fund’s asset class and sectors, such as the fund’s exposure to different asset classes, industries, and regions. To further evaluate the fund’s diversification and to understand the fund’s investment strategy.
Analyzing Fund’s Historical Volatility
EconomyPair offers analytics related to the fund’s historical volatility, such as the fund’s standard deviation, which measures the fund’s volatility over a certain period. This information can be used to evaluate the fund’s risk characteristics and to understand how the fund has performed in different market conditions.
Analyzing Fund’s Risk-Adjusted Returns
EconomyPair offers analytics related to the fund’s risk-adjusted returns, such as the fund’s Sharpe ratio, which measures the fund’s risk-adjusted returns. This evaluates the fund’s risk-adjusted performance and compares it with other funds in the same category.
It offers a wide range of analytics that can help investors evaluate the fund’s performance, portfolio, risk, tax efficiency, and other aspects of the fund. By utilizing these analytics, investors can better understand the fund’s investment strategy, risk characteristics, and historical performance and make more informed investment decisions. Overall, by utilizing the analytics offered by EconomyPair, investors can better understand the fund and make more informed investment decisions.
