Trezofin Research Standard
TRM v1.0Risk is not one number.
One simple score on top. A transparent set of risk drivers underneath.
Swipe the scale
From preservation to extreme fluctuation
The scale stays absolute. A safer small-cap fund can still be high risk for your money.
Swipe to explore
Tap to explore
Seven signals. One headline score.
Choose a signal to see what it contributes. Recent return is never treated as safety.
Volatility
How widely returns have moved around their average.
Category lens
Different investments fail differently
Use the arrows or tap a category. Each asset class needs a different diagnostic lens.
Equity
Market-cap, factor, sector, and valuation exposure
Typical risk
High–Very High
Common horizon
5–7+ years
Confidence meter
How much evidence supports the score?
Missing information reduces confidence. It never becomes an artificially low-risk result.
High confidence
At least five years of reliable history with current portfolio disclosures and adequate observations.
Governance
Rules against false precision
Evidence, version, and limitations remain visible.
1Every score carries an observation date and methodology version.+
Applied whenever data is calculated, reviewed, or materially changed.
2Missing information lowers confidence; it is never silently treated as low risk.+
Applied whenever data is calculated, reviewed, or materially changed.
3Recent returns do not directly reduce the risk score.+
Applied whenever data is calculated, reviewed, or materially changed.
4Funds are shown on both an absolute scale and a category-relative percentile.+
Applied whenever data is calculated, reviewed, or materially changed.
5Material mandate, benchmark, or category changes trigger a methodology review.+
Applied whenever data is calculated, reviewed, or materially changed.
6Backtests and historical measures are evidence, not forecasts or guarantees.+
Applied whenever data is calculated, reviewed, or materially changed.
Understand the risk. Then research the fund.
Individual fund analysis will connect these dimensions to observed data and confidence.