Enter the fund’s monthly return (%) and the benchmark monthly return (%) into the Upside Capture Ratio Calculator. The calculator will evaluate the Upside Capture Ratio. 

Upside Capture Ratio Formula

The following two example problems outline the steps and information needed to calculate the Upside Capture Ratio.

UCR = FR / BR 

Variables:

  • UCR is the Upside Capture Ratio ( )
  • FR is the fund’s monthly return (%) 
  • BR is the benchmark monthly return (%) 

How to Calculate Upside Capture Ratio?

The following steps outline how to calculate the Upside Capture Ratio.

  1. First, determine the fund’s monthly return (%). 
  2. Next, determine the benchmark monthly return (%). 
  3. Next, gather the formula from above = UCR = FR / BR .
  4. Finally, calculate the Upside Capture Ratio.
  5. After inserting the variables and calculating the result, check your answer with the calculator above.

Example Problem : 

Use the following variables as an example problem to test your knowledge.

fund’s monthly return (%) = 13

benchmark monthly return (%) = 10

UCR = FR / BR  = ?