Mutual fund analysis method and system

Details Mutual fund analysis method and system Mutual fund analysis method and system

2007-11-20

2007-11-20

Patel, Jagdish N (Department: 3693)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S037000, C705S035000

Reexamination Certificate

active

11036189

ABSTRACT:
A method and system for comparing, ranking, selecting and tracking mutual funds provides a statistical analysis based on past history to facilitate the investment process. The comparing analysis incorporates a determination of power spectral density of each respective fund using a principal factor such as cumulative growth and stability. For tracking investments, upper and lower control limits are defined according to standard deviations of average total return over predetermined periods of time to improve chances of the investor achieving a profit as well as a near optimum performance. The power spectral density analysis provides a clear indication of comparative mutual fund performance.

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