What is a good return for your portfolio? If a bond portfolio generated a 4% return over the past year, it could be considered a pretty decent return. However, investors who prioritized high ...

If you are confused by personal finance terms, jargon and calculations, heres a series to simplify and deconstruct these for ...

Use this ratio to evaluate the return of an investment compared to its risk The Sharpe ratio measures the risk-adjusted return on an investment or portfolio, developed by the economist William Sharpe.

Put another way, it certainly looks like Hedge Fund A was lucky, while Hedge Fund B might well have had the better investment process. Can a Sharpe Ratio be higher than 1? As our example shows, ...

The K-Ratio measures the consistency and quality of an investment's returns over time, providing more detail than traditional metrics like the Sharpe ratio. It evaluates risk-adjusted performance ...

"The Sortino ratio focuses solely on downside volatility, providing a more targeted evaluation of an investment's performance during unfavorable conditions," Cannon explains. "The Sharpe ratio ...

A higher Treynor ratio result means a portfolio is a more suitable investment. The Treynor ratio is similar to the Sharpe ratio, although the Sharpe ratio uses a portfolio's standard deviation to ...

Investors have gotten the most bang for their buck for each unit of risk they have decided to take. At least that’s the take ...

especially towards leveraged loans and investment-grade corporates, and emphasizes the strength of a robust portfolio Sharpe ratio. Download this report now for more on the Modern Portfolio Theory ...

XDIV:CA provides better stability for retirees with higher yields and lower volatility. Learn why it's a better ETF than ...