IShares MSCI Sortino Ratio

SCWS Etf  CHF 6.91  0.05  0.73%   
Technical inputs supporting the Sortino Ratio indicator for iShares MSCI World are shown here. Values are derived from historical price and volume observations. Use World Market Map to better understand diversified portfolio construction. This view summarizes available data without implying outcomes. Tracking iShares MSCI World in a portfolio provides context for performance attribution. The dataset reflects available inputs without directional implication. Broader economic conditions can influence iShares MSCI World's etf valuation — related indicators include signals in inflation.
iShares MSCI World has current Sortino Ratio of 0. The Sortino ratio measures the risk-adjusted return of an investment asset, portfolio or strategy. It is a special subset of the Sharpe ratio but penalizes only those returns falling below a user-specified target, or the required rate of return, while the Sharpe ratio penalizes both upside and downside volatility equally. Though both ratios measure an investment risk-adjusted returns, they do so in significantly different ways that will frequently lead to differing conclusions as the true nature of the investment return-generating efficiency.

Sortino Ratio

 = 

ER[a] - ER[b]

DD

 = 
0
ER[a] = Expected return on investing in IShares MSCI
ER[b] = Expected return on market index or selected benchmark
DD = Downside Deviation

Sortino Ratio Peers Comparison

Sortino Ratio Relative To Other Indicators

iShares MSCI World is rated below average for sortino ratio relative to ETF peers. It is currently under evaluation for maximum drawdown relative to ETF peers .
The Sortino ratio is named after Frank A. Sortino and can be interpreted as the actual rate of return in excess of the investor target rate of return per unit of downside risk Compare IShares MSCI to Peers

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