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ما هو معدل سورتينو؟

معدل سورتينو A risk-adjusted performance metric that measures the excess return of a portfolio over the risk-free rate relative only to downside deviation, isolating negative volatility.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “معدل سورتينو” Used in Practice?

يفضل معدل سورتينو عند تقييم الاستثمارات التي يكون فيها خطر الهبوط أكبر من التقلب الكلي.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

ما هو معدل سورتينو؟

A risk-adjusted performance metric that measures the excess return of a portfolio over the risk-free rate relative only to downside deviation, isolating negative volatility.

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