Understanding how a fund performs in rising and falling conditions is a key part of any robust performance report. With the introduction of Up & Down Capture tables, Topsheets makes this analysis easier and fully automated. These new widgets enhance your fund factsheet by clearly showing how a fund performs during a benchmark’s positive and negative periods.

The Up Capture table shows how your fund performed during the benchmark’s strongest months, providing insight into how effectively the fund participated when the benchmark delivered positive returns. The Down Capture table focuses on periods when the benchmark declined, highlighting how the fund behaved during weaker benchmark conditions and how well downside risk was managed relative to the benchmark.

Both tables are available in the Template Editor, making them easy to include in any fund tearsheet and enabling teams to deliver consistent, benchmark-driven insights at scale. As with other performance components in Topsheets, the calculations are fully automated, reducing manual effort and minimizing the risk of errors.

By adding Up & Down Capture tables to your factsheets, you provide investors with a clearer and more meaningful view of your fund’s performance without adding complexity to your factsheet production workflow.