"I'd discourage investors from trying to target a specific Sharpe ratio, because it can be impacted over short time periods by external factors, like the yield curve environment, for example," she ...

Similarly, the PEG ratio can be used to identify undervalued stocks, even when they seem to be overvalued by more traditional ...

Expense ratios, expressed as percentages, represent the proportion of someone’s total investment deducted annually to help pay for the fund’s management and administration. For example ...

James and Helen get pocket money in the ratio \(3:5\). The total amount of pocket money they are given is £24. How much money do they each get? The amount is divided into 8 equal parts since \(3 ...

Leverage ratios are metrics that express how much of a company's operations or assets are financed with borrowed money. Businesses cost a lot of money to run, and that money has to come from ...

An expense ratio is a measure of how much it costs to ... and worst-performing active strategy was about 1%. In the example above, the high-priced mutual fund outperforms the index fund on an ...

The following examples of applications of the Sortino ratio formula demonstrate how calculating risk-adjusted returns can benefit investors. The first example is a bond portfolio that has achieved ...

The first is by profitable underwriting, which is covered by the combined ratio. The second is through investments. In the previous example, the insurer would invest the $100 million in premiums ...

When considering a company's PEG ratio from a published source, it's important to find out which growth rate was used in the calculation. Using historical growth rates, for example, may provide an ...

The aspect ratio states the comparison of width to height and is commonly used to describe the shape of a TV or computer screen. For example, the aspect ratio of an earlier standard-definition (SD ...