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  = ?