Volatility v/s Annual Returns

Owned by Yash Timbadia (Unlicensed)
Jan 11, 2019

Introduction

Are your investments worth the risk?

We look at the Annualized Volatility vs Return of your Bond and/or Equity Portfolio in Developed Markets (DM) and/or Emerging Markets (EM).

  • Annualized Return is the average of actual daily returns X 252 (where 252 is the number of biz days in a year). 
  • Volatility is calculated on the actual returns and includes the impact of all sales, purchases, coupons and dividends as applicable.