Learn how the down-market capture ratio evaluates investment manager performance in declining markets with formulas and examples to guide your financial decisions.

The cost of operating a fund varies across investment categories, investment strategies, and fund sizes. Funds with higher internal costs generally pass these costs on to shareholders through expense ...

As exchange-traded funds (or ETFs) continue to gain popularity on account of offering investors a low-cost alternative to many popular mutual funds, the case for ETFs remains strong. Expense ratios ...

Profitability ratios can help investors and analysts compare the financial efficiency of competing companies. People are often advised to do “the best they can with what they have,” and the same goes ...

Financial ratios are calculations that compare two (or more) pieces of financial data that are normally found in a company's financial statements. Ratios can be invaluable to investors making ...

For investors and business management alike, a few critical financial ratios help assess a company's financial health. One of the common ways of using these ratios is to compare them, ratio by ratio, ...