Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both ...

Any investors hoping to find a Sector - Tech fund could think about starting with Fidelity Advisor Semiconductors I (FELIX). FELIX bears a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...

Get risk adjusted return analysis for Groww Nifty India Railways PSU ETF. Understand and compare data with category ratios. Get various ratios like beta, alpha, sharpe ratio, treynor ratio etc ...

Get risk adjusted return analysis for SBI Nifty Bank Index Fund. Understand and compare data with category ratios. Get various ratios like beta, alpha, sharpe ratio, treynor ratio etc calculated on ...

The mean of analysts' price targets for Central Garden (CENTA) points to a 26.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among ...

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

Notifications You must be signed in to change notification settings The Asset Allocator is an asset allocation/rebalancing calculator can be used to compute best asset allocation for a taxable ...

I will, however, suggest below an alternative method of calculating the Sharpe ... you divide by the portfolio’s beta rather than its standard deviation. The main effect of these ratios is ...

It’s no longer the glory days for the classic 60/40 investment strategy. The U.S. stock market was getting crushed by a sharp selloff in the first full trading week of the new year, as rising ...

A simple 60/40 portfolio model would’ve easily beaten the returns that hedge-fund investors enjoyed, according to an estimate of their performance. Barclays estimated the weighted average ...

While Excel is useful for many applications, it is an indispensable tool for those managing statistics. Two common terms used in statistics are Standard Deviation and ...

Unlike returns from the portfolio, the risk of a portfolio is ... Measures like point to point and CAGR returns are used to calculate the return profile and variance or standard deviation is used for ...