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.
Metrics and Ratios
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