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Funds & ETFs

Equity, bond, option-income, leveraged and commodity ETFs, and mutual funds.

104 report specifications in this section

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Showing 1–24 of 24

ID Title and research question Category Chart Priority Data
ETF-016 ETF price return and distribution contribution How much of a fund's investment result comes from price changes and how much from distributions? ETFs and funds Multi-series Catalogue #195 P1 Sample
ETF-050 ETF volume anomalies and events When a fund's trading volume suddenly jumps, is it close to a distribution or market event? ETFs and funds Multi-series Catalogue #808 P4 Sample
ETF_OPTION_INCOME-01 Distribution amounts and total return including distributions, side by side Option-income ETFs Multi-series Workbench #1 P0 Sample
ETF_EQUITY-02 Tracking difference and tracking error Equity ETFs Multi-series Workbench #2 P0 Sample
ETF_OPTION_INCOME-02 Distribution rate and long-term market price change Option-income ETFs Multi-series Workbench #2 P0 Sample
ETF_COMMODITY-04 Futures curve and roll ladder Commodity ETFs and ETCs Multi-series Workbench #4 P1 Sample
ETF_EQUITY-04 Sector, region and market-cap tiers Equity ETFs Multi-series Workbench #4 P1 Sample
ETF_LEVERAGED-04 Compounding results on high-volatility paths Leveraged and inverse ETFs Multi-series Workbench #4 P1 Sample
ETF_LEVERAGED-05 Peak drawdown and recovery distance Leveraged and inverse ETFs Multi-series Workbench #5 P1 Sample
ETF_BOND-06 Total return, drawdown and income volatility Bond ETFs Multi-series Workbench #6 P1 Sample
ETF_COMMODITY-06 Drawdown and commodity price shock periods Commodity ETFs and ETCs Multi-series Workbench #6 P1 Sample
ETF_OPTION_INCOME-06 Coverage ratio, strike price distance and expiry distribution Option-income ETFs Multi-series Workbench #6 P1 Sample
MUTUAL_FUND-06 Equity fund sector and region deviation Mutual funds Multi-series Workbench #6 P1 Sample
ETF_EQUITY-07 Holdings valuation and growth profile Equity ETFs Multi-series Workbench #7 P1 Sample
ETF_LEVERAGED-07 Split and reverse-split events and price continuity Leveraged and inverse ETFs Multi-series Workbench #7 P1 Sample
MUTUAL_FUND-07 Valuation, growth and market-cap style vs benchmark Mutual funds Multi-series Workbench #7 P1 Sample
ETF_COMMODITY-08 Peer comparison of fees, liquidity and size Commodity ETFs and ETCs Multi-series Workbench #8 P2 Sample
ETF_EQUITY-08 Drawdown depth, duration and volatility Equity ETFs Multi-series Workbench #8 P2 Sample
ETF_LEVERAGED-08 Benchmark deviation and cost breakdown Leveraged and inverse ETFs Multi-series Workbench #8 P2 Sample
MUTUAL_FUND-08 Risk, drawdown and recovery period Mutual funds Multi-series Workbench #8 P2 Sample
ETF_BOND-09 Bond sector, issuer and maturity ladder Bond ETFs Multi-series Workbench #9 P2 Sample
ETF_EQUITY-09 Distribution amounts and TTM yield Equity ETFs Multi-series Workbench #9 P2 Sample
MUTUAL_FUND-09 Distribution history and reinvestment effect Mutual funds Multi-series Workbench #9 P2 Sample
ETF_EQUITY-10 Premium/discount to NAV and subscription/redemption flow monitoring Equity ETFs Multi-series Workbench #10 P2 Sample

Priority is a planning estimate from the original specification workbook, not popularity or performance. Catalogue reports are ordered 1–1,000; product reports are ranked only within their own workbench.