The Sharpe ratio offers a quiet clue about whether a mutual fund’s returns are truly earned or simply riding on risk.

OUSA is a quality ETF screening ROA, leverage and dividend growth, with 1.40% yield, 0.48% fee, and weak returns vs VIG, DGRO ...

Learn what active risk is and how to calculate it. Understand the methods to evaluate active risk in portfolios and explore examples of funds outperforming benchmarks.

Discover essential metrics like alpha, beta, and Sharpe ratio for evaluating mutual fund risk-return tradeoffs. Learn how to assess potential returns and risks effectively.

Discover what Information Ratio in mutual funds means, how it is calculated, its importance, examples, and limitations. A ...

Momentum investing remains a cornerstone of systematic equity strategies, and our recent research shows it is one deserving ...

Many investors welcomed the market’s recent decline as an opportunity to buy the dip. That’s not the best strategy, argue two analysts.

Past returns often dominate mutual fund discussions, but they don’t tell the full story. Understanding risk, consistency and ...

Shannon Sharpe explained that he could relate to the “pressure cooker” Sherrone Moore is in after the Michigan coach was fired Wednesday for engaging in an inappropriate relationship with a staff ...

Objective: To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.