The firm's lasting product shelf is its strength. Its five-year risk-adjusted success ratio of 100% means that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. It's encouraging to see Paradigm Funds showcase strong risk-adjusted performance across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 4.7 stars. Paradigm Funds open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Paradigm Funds's rating.
A New Paradigm for Understanding Risk
Will ESG become the investment framework of the 21st century?