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, ...

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 ...

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 ...

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 ...