Fund performance tools

By Morningstar |  31-08-18 | 

In your tools, one can look at fund performance for 1, 3, 5 and 10 years. What about since inception and all other years in between? Why is that not available?

Is there a fund manager performance based ranking available? What's the best way to know about fund managers beyond the usual lip service paid in the interviews?

- Vivek

While we don’t have a fund manager performance based ranking available, you could view our Analyst Ratings on funds.

Our analysts carry out in-depth research on fund strategies and formulate views basis fund manager skill sets and the robustness of investment processes. We pay a huge amount of attention to the repeatability and scalability of the investment process and whether it is fund manager specific or fairly institutionalized. We assess not only the strengths of the fund manager but also the entire team that supports him in making these investment decisions.  This approach helps us form an opinion on how well poised a fund is to continue to deliver performance going forward.

You can access the fund analyst reports here.

If you click on an individual fund, and check under the Performance tab, you will get to view the performance over the following time periods:

  • YTD
  • 1 day
  • 1 week
  • 1 month
  • 3 months
  • 1 year
  • 3 years
  • 5 years
  • 10 years
  • 15 years
  • Since inception

You will also see the calendar year returns over the past decade.

For instance, click on this Performance tab to get an idea.

Post your query by accessing the Ask Morningstar tab. Our team will endeavor to answer queries ONLY related to mutual funds and portfolio planning from our registered readers.

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Vivek Kukrety
Mar 14 2019 01:46 AM
If I want to look at the performance since inception for a fund, I can use the above method, however for comparison across funds in a category (in the tools section), the data provided is only for 1,3,5,10 years.
Hiren Desai
Feb 13 2019 11:21 PM
please give user manual for how to interprete all terms of induavidual mutula fund?
Mutual Fund Tools