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Determining the Variability of Return on Mutual Funds | Financial Management

The following points highlight the top eight methods used for determining the variability of return on mutual funds. The methods are: 1. Standard Deviation 2. Sharpe Ratio 3. Treynor Ratio 4. Sortino Ratio 5. Differential Return 6. Jensen's Alpha 7. Appraisal Ratio 8. M2 Measure.  Method # 1. Standard Deviation: Standard deviation looks at funds volatility in terms of rise [...]

By |2017-10-09T08:51:42+05:30October 9, 2017|Return|Comments Off on Determining the Variability of Return on Mutual Funds | Financial Management
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Calculating the Return on Mutual Funds (Formula) | Financial Management

The investor who invests in mutual fund units can receive returns in the following two ways: 1. Capital Appreciation: Profit earned on sale of units at a higher NAV than the original cost. 2. Income Distribution (Dividend ): When a fund makes a profit on its investment, this profit will be given to investor as a dividend which can be [...]

By |2017-10-09T08:51:42+05:30October 9, 2017|Return|Comments Off on Calculating the Return on Mutual Funds (Formula) | Financial Management
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