v3.46: Fund Percentile Ranks

Koyfin -

We've added a new ETF & Mutual Fund Percentile Ranks which indicates how a fund compares to others within the same cohort based on characteristics like yield, turnover, expense ratio, and performance.

Percentile ranks range from 0-100, showing what percentage of funds in a cohort have lower or higher values for a given metric. For example, a fund with an expense ratio percentile rank of 80 has a higher fee than 80% of its peers.

Percentiles are available across four categories of data:

  • Price & Performance
  • Quantitative
  • Valuation (US ETFs only)
  • Characteristics

The percentile rank values are calculated vs. the fund’s country and vs. the fund’s country & classification. You can compare the fund’s percentiles relative to all funds (ETFs and Mutual Funds) or vs. the same instrument type. For example, a US Large Cap ETF vs. all other US Large Cap ETFs.

Access this feature in three ways:

  • Watchlist: Select 'Percentile Ranks (Funds)' in the data picker to show the percentile rank for each fund in your watchlist.
  • Screener: Select 'Percentile Ranks (Funds)' in the data picker to filter and sort funds based on percentile ranks across various metrics to identify top-performing or undervalued funds.
  • Snapshot: For US and Canadian funds, select 'Percentile Rank' in the left sidebar to quickly understand the fund’s relative performance, cost efficiency, volatility, and risk profile compared to similar funds, both within the same sector and across the broader market.

The Fund Percentile Rank dataset is included in the Pro and Advisor Pro plans, while Free and Plus users can access popular ETFs like SPY, QQQ, and IWM.

For more details, refer to the documentation on Fund Percentile Ranks.

Watch our demo showcasing Fund Percentile Ranks functionality: