The ratios can help in monitoring funds' performances and finding worthy ones. Morningstar.in displays upside and downside capture ratios on the Ratings and Risk tab for each individual fund. It ...

Upside capture ratio is a measurement of an investment's relative performance in up markets. An up market is defined as a period (months or quarters) in which market return was positive. For example, ...

Equities are not positioned for a decline despite negative trends like consumers running out of savings, high mortgage rates, and increasing financing costs. I have focused on income and capital ...