Mutual fund factsheets offer more than just past performance—they reveal key metrics that help investors make informed ...

The Sharpe ratio is one way to capture this risk-versus-reward detail and give investors extra insight into their assets' performance. Some investors use an index fund as a benchmark and attempt ...

An expense ratio is the amount of money you pay over the course of a year to own a mutual fund or an exchange-traded fund (ETF). It's what an investment company charges investors and represents ...

Mutual fund investors only look at the past performance ... is more volatile than the market or benchmark. Sharpe: The sharpe ratio tells an investor whether a portfolio's returns are due to ...

The widely used Sharpe ratio is also useful in comparing a fund's overall impact on a portfolio when risk is taken into consideration.

Difference Between the Treynor Ratio and Sharpe Ratio The Treynor ratio shares ... the risk-adjusted return of a domestic large-cap mutual fund, it would be inappropriate to measure the fund's ...

The AGF U.S. Market Neutral Anti-Beta Fund is a strong hedge against market downturns. Read how BTAL ETF's recent performance ...

Explanation: When evaluating the appropriateness of mutual fund schemes ... Other metrics like Beta and Sharpe ratio focus on different aspects of performance. But IR combines both risk and ...