We’ve added some new information to the main Fund Cost Report — the name of the fund’s closest applicable benchmark market index, along with the fund’s correlation, tracking error and difference in returns relative to its index. For more detail on how the matching index is determined and an explanation of the related statistics, click here. We will also include fund-index comparisons in upcoming enhancements which will present more historical data.

The funds database we license from Refinitiv Lipper includes over 4,600 indexes covering U.S. and international stocks, bonds, commodities, currencies and derivatives, and many different subsets of each. We report a matching index for nearly all funds with at least a 12 month track record, except for funds of certain categories, such as market neutral or multi-sector to which indexes don’t readily apply.

Look up a few funds and check it out!