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Investment

¿Qué es Ratio de Sortino?

Ratio de Sortino 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 “Ratio de Sortino” Used in Practice?

El ratio de Sortino se prefiere cuando el riesgo a la baja es más relevante que la volatilidad total.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

¿Qué es Ratio de Sortino?

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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