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Sailor navigating rough seas towards an index benchmark, highlighting the ability to outperform during bull markets

Understanding Up-Market Capture Ratio: A Key Metric for Evaluating Investment Managers

August 30, 2025 FinanceFacts101 Business Finance

Introduction to Up-Market Capture Ratio In the world of finance and investment management, assessing a fund or portfolio’s performance relative to a benchmark is an essential task for investors and analysts alike. One commonly used metric in this evaluation process is the up-market capture ratio (MCR), which helps determine how

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