DVY's yield history and recent performance suggest potential, but its high standard deviation and sector composition present ...

The empirical rule states that in a normal distribution ... You can calculate the standard deviation of your portfolio, an index, or other investments and use it to assess volatility.

UVXY, an ETF from ProShares, tracks 1.5x the daily performance of S&P 500 VIX Short-Term Futures Index. Learn to hedge with ...

The CAGR is a formula ... had it in their portfolio. They would have lost 77% of equity (from $22 to $5) if they bought ABC in Year 1 at $22 and still had it in Year 2. Standard deviation ...

The process is bolstered by the size of its portfolio management team ... has not resulted in higher volatility. The fund's standard deviation was lower, 14.9%, compared with the benchmark ...

The process benefits from the size of its portfolio management team ... However, this strategy stayed in line with the benchmark's standard deviation. Finally, the share class proved itself ...

The DoubleLine Opportunistic Core Bond ETF (ticker symbol DBND), an actively managed exchange-traded fund launched March 31, 2022, on the NYSE Arca electronic exchange, now has a three-year track ...

Since our prior IM Update, in separate Alerts, we covered (i) the 2025 Investment Management Conference sponsored by the Investment Company ...

The Invesco Leisure and Entertainment ETF (PEJ) was launched on 06/23/2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Consumer Discretionary - Leisure and ...

Worried about the effects of Trump's tariffs on your portfolio? Don't panic. Learn why wild swings are normal and the 3 ...

Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, joins 'Squawk Box' to discuss the latest market ...