Discover why investors prefer the geometric mean for assessing portfolio performance due to its compounding effect, and learn how it differs from the arithmetic mean.

In the investment world, it’s common to discuss average rates of return. It’s not sufficient, however, to simply add up historical returns and divide by how many there are. The proper way to calculate ...

Volatility drag is one of the risks in investing. Volatility drag is a complex concept familiar to many sophisticated investors and financial professionals while relatively few ordinary investors have ...

The GEOMEAN and HARMEAN are advanced statistical functions that typically require a deeper understanding of mathematics. This ...