Fund Strategy and Signal Provider profiles display different sets of statistics. A metric only applies when it appears on the relevant profile, and its value should be considered together with the strategy's history, risk and trading activity.
Statistics shown on both types of profile
Cumulative Return
The linked trading return recorded over the displayed history. External cash movements are separated from trading performance.
Maximum Drawdown
The largest historical decline from a previous peak to a later low during the available record.
A smaller historical drawdown does not mean future losses will be limited to the same level.
Updated on
The latest displayed update time for the profile data, including the applicable time-zone offset.
Leverage and Currency
The account leverage and account currency associated with the strategy.
Minimum Investment
The minimum amount currently displayed for starting a subscription or submitting an investment application. Eligibility and the final amount accepted remain subject to the applicable product and account rules.
Fund Strategy performance statistics
Last Month
The Fund Strategy's return for the most recently completed or available calendar month.
Year to Date
The linked return from the beginning of the current calendar year to the latest available update.
Total Cumulative Return
The cumulative trading return across the Fund Strategy's available record.
Profitable Months
An indication of how consistently the Fund Strategy produced positive monthly results. The platform may display this as a percentage of the available completed months.
Peak Monthly Return
The highest monthly return in the available record.
Maximum Monthly Loss
The lowest monthly return in the available record.
Average Monthly Drawdown
The average of the monthly drawdown observations available for the Fund Strategy.
Strategy AUM
The Assets Under Management displayed for the Fund Strategy. AUM can change because of investment performance, subscriptions, redemptions and other applicable cash movements. AUM is not the same as return.
Net Cumulative Profit
The monetary profit or loss shown for the selected performance view. It is a currency amount rather than a return percentage.
Benchmark comparison
The Fund Strategy's cumulative return may be displayed next to selected market benchmarks.
Benchmark comparison provides market context only. Differences in instrument exposure, leverage, currency, trading hours, fees and risk mean that a Fund Strategy and a benchmark are not directly equivalent.
Signal Provider risk metrics
Risk Score
A summary score from 1 to 10 that indicates the historical risk characteristics displayed for the Signal Provider. A higher score generally indicates higher observed risk.
The Risk Score is not a guarantee of the maximum possible loss and is not a prediction of future performance.
Recovery Factor
An indication of how effectively the strategy's historical gains have compensated for drawdowns. A weak or negative value may indicate that the strategy has not recovered sufficiently from previous losses.
Average Drawdown
The average historical decline from a prior peak across the drawdown observations included in the profile.
Worst Daily Return
The lowest daily return recorded in the available history.
Provider Equity
The equity displayed for the Signal Provider's own strategy account. It can change because of trading results and cash movements and should not be treated as a return percentage.
Signal Provider trading statistics
The profile may also show:
Total Trades: The number of trades included in the available record.
Closed Trades: The number of completed trades included in the available record.
Average Trade Duration: The average time that recorded trades remained open.
Average Trades per Week: The average weekly trading frequency.
Consecutive Wins: The longest displayed sequence of winning trades.
Consecutive Losses: The longest displayed sequence of losing trades.
Win/Loss Ratio: The relationship between winning and losing trades in the available record.
A high win rate does not by itself mean that a strategy is profitable. The size of gains and losses, drawdown, trading costs and risk exposure also matter.
Why are some statistics unavailable?
A profile may display a dash, zero or no value when:
The strategy has limited trading history.
There are not enough observations to calculate the metric meaningfully.
The relevant feature does not apply to that strategy or account type.
The displayed data has not yet reached its next update.
Do not treat an unavailable metric as zero risk.
Important: Historical statistics have limitations and do not guarantee future performance. Consider your financial situation, investment objectives and risk tolerance before subscribing to a Signal Provider or investing in a Fund Strategy.