The long-term return forecast for the Global Market Index ticked lower in December, easing to an expected 6.7% annualized total return, based on the average of three models. In line with recent ...

Discover how to evaluate risk in investments using Sharpe, Treynor ratios, alpha, and beta for better portfolio performance compared to risk-free benchmarks.

One key metric that offers valuable insights into a company’s financial health is the return on average assets (ROAA). This financial ratio measures how effectively a company uses its assets to ...

The long-run expected total return for the Global Market Index ticked higher in April. In line with recent history, US equities remain the downside outlier for expected return relative to the market’s ...

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.