MultiSearch Risk Profile
The Risk Profile attempts to bring all currently computed risk and performance metrics for given fund together on one (long) output page, along with the most recently published basic fund information, such expense ratio and portfolio asset allocation. Metrics are provided for various timeframes, including fund lifetime (as far back as January 1960, typically), fixed multi-year intervals, and across market cycles.

All metrics are computed using monthly total returns, excluding any load, from Lipper Global Data Feed for U.S. funds. The ratings methodology does not account for survivorship bias or category drift.

Brief key to some table metrics (see Definitions page for complete and detailed glossary):

  • Great Owl  GO  funds are top qunitile funds in their categories based on Martin for periods of 20, 10, 5 and 3 years, as applicable, oldest share class (OSC) only.
  • Fund Alarm Ratings: Three Alarm  TA  for bottom quintile absolute return in category for past 5, 3, and 1 year periods, OSC only; Honor Roll  HR  for top quintile.
  • An in-table dash indicates the metric is not available or applicable.
  • "Enhanced Strategy" infers use of leverage or hedging and/or non-traditional holdings ... the fund is not a long only portfolio of stocks, bonds, or cash.

MultiSearch found funds meeting your criteria, exceeding fund display limit. Only first funds with highest APR will be displayed. Or, you can narrow search with additional criteria.
Compare can be performed on 1 fund minimum and 10 funds maximum. Either refine search or select rows accordingly.
Correlations can be performed on 2 funds minimum and 12 funds maximum. Either refine search or select rows accordingly.
Please select rows you wish to delete (by clicking on them) before hitting Delete button.
Please select up to 100 rows (funds) to save to Watchlist. Either refine search or select rows accordingly.
Please select evaluation (Display) period.
Your allocation must be from 0% to 100%. Allocation will be divided evenly for any unallocated funds in the portfolio, as applicable.

Your Watchlists are full. To save current Symbol selection, please choose a Watchlist to delete:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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Your saved Watchlists are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:


























Note: Watchlists can be saved to your profile from the MultiSearch Results page via the Export button. So, a good way to test for candidate Watchlists is to run Search using the normal Symbol input entry or other criteria.
Error deleting Watchlists.
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Watchlist was saved successfully ... back now to MultiSearch.
Error saving Watchlists ... sorry. You might try editing the Watchlists here on Search page or on your Profile page via "Account" and then "Edit My Profile" tabs. If the error persists, please contact admin@mfopremium.com.

Your Searches are full. To save current screening criteria, please choose a Search to delete:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

You are about to overwrite the Search(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:


























Your saved Searches are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:

























Create a new search based on the selected criteria above?
Error deleting Searches.
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Error saving Searches ... sorry. You might try editing the Searches here on MultiSearch page or on your Profile page via "Account" and then "Edit My Profile" tabs. If the error persists, please contact admin@mfopremium.com.

You are about to overwrite the Portfolio(s) below in your profile. To confirm overwrite or to cancel, please select button accordingly:


























Your saved Portfolios are different from the ones you are running. To confirm overwrite or run without saving, select from buttons below:

























Error deleting Portfolios.
Portfolios saved successfully ... back now to MultiSearch.
Error saving Portfolios ... sorry. You might try editing the Portfolios here on Search page or on your Profile page via "Account" and then "Edit My Profile" tabs. If the error persists, please contact admin@mfopremium.com.
Sorry, something is wrong ... two failed attempts to read a required datafile. The search tool will keep trying or you can cancel and try again.
If the problem persists, please try reloading or exiting the browser page and then returning to MFO Premium.
If the problem still persists, please contact admin@mfopremium.com to get the issue resolved soonest.
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