What mutual funds have high Sharpe and Sortino ratios?

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Vanguard Wellesley Fund (VWINX) has a 3 year Sharpe ratio of over 2 and a Sortino ratio over 6. That's the best I've come across.
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What is a mutual fund?

A mutual fund is an investment vehicle that gathers funds from like minded investors and invests in equities, bonds of your choice at a professional fee. Mutual funds are oper

What are mutual funds?

Mutual fund is a single pool of money collected from a large numberof investors. This money is invested in share, bonds and othersecurities by AMC. ICICI Prudential Mutual Fun

What is mutual fund?

Answer . A mutual fund, also referred to as an open-end fund, is an investment company that spreads its money across a diversified portfolio of securities -- including sto

About mutual fund?

You should consult a financial advisor before you start yourinvestments. They help you priorities your financial goals anddevelop a plan to suit your needs. They guide you to

What is mutual funds?

A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market in

What are mutual funds for?

Mutual funds are investment instruments that are meant for peoplewho have a smaller appetite for risks, but seek higher returns thanthey would get on simple saving accounts or

Liquidity ratio in mutual funds?

Liquidity Ratio in a Mutual Fund house is the amount of money they maintain as cash or near cash instruments. For example, a MF house has an AUM (Asset Under Mgmt) of $100

How do you calculate sortino ratio?

The Sortino Ratio is the actual return minus the target return, all divided by the downside risk. The downside risk is either calculated by the semi standard deviation, or

How do you get a mutual fund?

If you mean how you can invest in mutual funds, there are several ways to do it. You can buy them online or you can check with your bank as a number of banks sell mutual funds

How do you calculate sortino ratio in Excel?

Examine the related link. There's a guide to calculating the Sortino Ratio in Excel. There are several ways of calculating the downside risk in the Sortino Ratio - either t

Is a mutual fund a high risk?

Mutual funds vary in their level of risk. Mutual funds that hold treasury bonds would be considered low-risk (although they may not keep up with inflation). Mutual funds that
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Is a highest sortino ratio the best?

A higher Sortino Ratio iis best because it ndicates an investment with lower downside risk. When making investment comparisons based on the Sortino Ratio, make sure that yo
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What is better a high or low sortino ratio?

A high Sortino ratio is better than a low Sortino ratio. That's because a high sortino ratio implies low downside volatility compared to the expected return. There's a guid

What expense ratio is usual for a mutual fund?

Expense ratios, which indicate the amount of money the fund keeps for management and administrative costs, varies greatly depending on the type of fund. Fully managed funds ty