Data

Data Coverage and Timelines

• Broad Asset Class Benchmarks
• Economic Indicator Data
• Equity Data
• Estimates Data
• ETF & ETN Data
• Index Data
• Mutual Fund Data
• Quality Control
• Relative Calculations
• Sector Data
• Separately Managed Accounts (SMA) Data
• YCharts Category Benchmarks

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Proprietary Calculations

• Investment Strategies
• Market Capitalization Score
• Momentum Score
• The Fundamentals Score
• The Pro Rating System
• The Valuation from Historical Multiples
• The Value Score
• The Y-Rating

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News

• News Sources

Comparables

• Comparables Data

AI Chat

• AI Chat