The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Each mutual fund gets a separate score for the factors of total return, consistent return, preservation, tax efficiency and fund expense. Funds with a 5 rating are also referred to as Lipper Leaders. Investors are cautioned that equity funds have historically been more volatile than mixed-equity or fixed-income funds, and that even the Lipper Rating for Preservation in more volatile asset classes may not be well suited to shorter-term goals or less risk-tolerant investors. BPI Asset Management serves as investment advisor to all the mutual funds managed and distributed by BPI Investment Management, Inc. A Lipper Leader for Consistent Return is a fund that has provided superior consistency and risk-adjusted returns when compared to a group of similar funds. All Refinitiv websites use cookies to improve your online experience. View the latest Vanguard Total Bond Market Index Fund;Admiral (VBTLX) stock price, news, historical charts, analyst ratings and financial information from WSJ. You can change your cookie settings through your browser.Refinitiv Lipper has established usage guidelines to help fund companies and distributors create advertising materials that use the Lipper Leader designation appropriately. Most investors are not experts in mutual fund analysis. They were placed on your computer when you launched this website. Each index is based on the performance of the largest publicly traded funds in … Lipper ratings for Total Returns reflect the funds’ historical total return performance, i.e. Lipper Global Classification scheme is composed of more than 400 peer groups. Lipper Leaders for Consistent Return may be the best fit for investors who value a fund's year-to-year consistency relative to other funds in a particular peer group.
A Lipper Leader for Total Return is a fund that has provided superior total returns when compared to a group of similar funds.
Lipper Rating vs. Morningstar: An Overview . Lipper Leaders for Total Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2,and the lowest 20% are rated 1. Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns, adjusted for volatility, relative to peers. Lipper’s fund rating system, Lipper Leaders, help guide investors and their advisors in selecting funds that suit individual investment styles and goals. The highest 20% of funds receive a score of 5.