Sharpe used total risk to evaluate the mutual fund portfolio performance higher value of Treynor's index indicates better performance of portfolio and vice versa. The Treynor's measure of portfolio performance is relative measure that ranks the funds in terms of risk and return. The index is ...
we recommend using ourmutual fund total return calculator. Additionally, you might find our tool for analyzing amutual fund's historical drawdownshelpful in your research.
To get an accurate picture of your net worth, it’s important to consider these assets. Here’s a breakdown of some common categories: Liquid Assets: Cash, checking, and savings accounts. Investment Accounts: Stocks, bonds, mutual funds, retirement accounts (like IRAs or 401(k)s). Real ...
Average Annual Return Average annual yield Average Audience Rating Average Balance Average Basis Average Collected Balance average collection period Average collection period, or days' receivables average cost Average Cost Flow Assumption Average cost of capital Average daily balance Average Daily Float Averag...
Annualized arithmetic average return, also known as the average annual return or the arithmetic mean return, is a commonly used measure to evaluate the performance of an investment or a portfolio over a certain period of time. It represents the average rate of return achieved per year over the...
“Book value per share, which is a good proxy for measuring changes in Berkshire’s intrinsic value, increased at an estimated 18.3% CAGR during 1965-2023, compared with a 10.2% annualized return for the S&P 500 TR Index,” Morningstar noted, adding that the company’s stock performance has...
9 Defensive ETFs for a Volatile Market These defensive ETFs can weather the ups and downs of a choppy market better than others. Tony DongMarch 17, 2025 Create an Account Create a free account to save articles, sign up for newsletters and more. ...
The average annual growth rate (AAGR) provides thearithmetic meanof a series of growth rates and is commonly used in finance as an indicator of performance and a comparative tool. With a simple calculation, AAGR lets you see the average annualized return of a subject over multiple years. Howev...
High-Return, Low-Risk Investments Here's how to protect your retirement portfolio with strategies for income generation and risk management. Kate StalterMay 5, 2025 8 Best Warren Buffett Quotes of All Time Greg Abel will replace Warren Buffett as CEO of Berkshire H...
about “the market,” they’re often referring to the performance of theS&P 500index. Since 1957, this benchmark index has delivered an average annual return of over 10%—a figure that has created substantial gains for long-term investors. However, that number tells only part of the story....