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Annualized Return or CAGR

The Annualized Total Return, also called the Compounded Annual Growth Rate (CAGR), is a useful number to describe the performance of an investment.  Never confuse

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Backtesting Strategies & Overfitting

Strategy backtesting is often used to test an investment strategy from historical stock or ETF information (usually price).  The belief is that if a strategy performed well in the past, then it should continue to perform well in the future.

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Annual Returns

Annual returns can be a useful performance measure, but it’s often overemphasized by the investment sales literature.  It’s also sometimes used interchangeably with annualized returns,

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Standard Deviation as a Measure of Risk

There are many ways to measure and assess risk in an investment.  The standard deviation is one such way and it measures how much returns change over a period.  This is also known as the volatility of returns.

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Economic Cycle

In investment-speak, we typically refer to the economic cycle as the time frame that includes a period of expansion followed by a recession.

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