Calmar ratio measures fund return against its maximum drawdown, useful for risk assessment. Funds with higher Calmar ratios are preferred for stability despite potential lower returns. Regular ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. You have probably not heard of Terry W. Young. And you likely ...

Conventional wisdom holds that small-cap stocks are riskier than their large-cap counterparts. Over the past decade, the Russell 2000 saw a maximum drawdown of 41.75%, while the S&P 500’s was 33.79%.

As the asset class re-gains popularity, one of the first questions to be asked by allocators is how much to invest in commodities? The Bloomberg MacroScope article reported that as of January 2024 ...

This refers to a financial metric used to measure the investment performance of hedge funds and other institutions that allocate capital. The Calmar ratio compares the percentage return earned by an ...