18.4 Measuring Mutual Fund Performance

In this section

• 18.4.1 Performance Metrics
  Understanding the metrics used to evaluate mutual fund performance, including total returns and benchmark comparisons.
• 18.4.2 Risk-Adjusted Performance
  An in-depth exploration of the tools and metrics used to evaluate mutual fund performance while adjusting for varying levels of risk, including the Sharpe Ratio, Alpha, standard deviation, and beta.
• 18.4.3 Performance Reporting
  An exploration of the practices and importance of performance reporting in mutual funds, focusing on regular updates, transparency, and thorough documentation for investors.