Evaluate more than 11,000 funds, ETFs, indexes, and custom portfolios using 65+ performance and risk metrics to compare how different funds and portfolios stack up on your terms directly from your desktop or tablet.
Diversifying by market cap, geography, or investment style may not be enough.
The traditional model for building a diversified portfolio may not be adequate in today's market. Adding small-cap stocks to a large-cap portfolio, combining growth stocks with value stocks, or even supplementing a U.S.-focused fund mix with international or emerging-market equities may not create the level of diversification desired. The reason: high correlations across markets and investment styles over the past five years.
Use FundVisualizer to compare the correlation between two portfolios and fund-to-fund correlation to uncover hidden portfolio risk
Simply copy and paste fund tickers and data from your spreadsheets and save to your commonly used funds list, or create portfolios when you import fund tickers and weighting.
Research the returns of different allocation models across a variety of historical market conditions to see the impact of tweaks to your clients' portfolio mixes.
Generate individual and custom portfolio comparisons, build a personal chart library, and save to your binder to keep your research organized.