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.

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.

This article is the first part of a five-part series. I'll go over each of these concepts in greater detail, starting with risk-adjusted returns. What Are Risk-Adjusted Returns? When investing, it's ...

Investing always involves some level of risk, but not all risks are worth taking. High-risk investments with low potential returns can lead to significant losses without offering the reward that ...

Economic theory suggests that political uncertainty impacts countries’ expected cash flows. Highly rated (low political uncertainty) countries exhibit higher expected cash flows. The same holds true ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Investing involves making informed decisions about where to ...

High risk-adjusted returns suggest efficient performance for the invested capital. Low risk-adjusted returns indicate potentially suboptimal investments. Comparing risk-adjusted returns helps select ...

Most investors think of risk and returns one-dimensionally, as a line: as returns get higher, so does risk in lockstep. More sophisticated investors understand that investments actually have many ...

As we move deeper into 2025, the world of margin trading is experiencing a new wave of innovation and adoption. Once considered a niche strategy for advanced tr ...