Performance Metrics and Ratios

Seven metrics every investor needs to know about

An overview of essential metrics investors need to understand: total return, volatility, OCF, yield, Sharpe ratio, alpha and beta.

How to evaluate a fund's performance

Put a fund’s performance into perspective by examining benchmarks, risk-adjusted returns, fees, peer comparisons and qualitative factors like management and fund size.

Understanding the Sharpe ratio: A guide for investors

Discover the Sharpe ratio, a measure of risk-adjusted returns, and its use in comparing investments with varying risk levels.

Performance persistence: Can past performance indicate future success?

Explore whether a fund's past success can reliably indicate future performance.