Global Strategy Semi Variance

VGLSX Fund  USD 11.39  0.06  0.53%   
The Semi Variance indicator for Global Strategy Fund is derived from observed market data. Exchange-specific data schedules may affect the recency of readings. Portfolio design and allocation context appear in World Market Map. Portfolio-level transparency adds depth to allocation analysis. Global Strategy Fund can be included in a portfolio to evaluate diversification impact. Risk and return metrics update as positions are added or adjusted. Broader economic conditions can influence Global Strategy Fund's mutual fund valuation — related indicators include signals in main economic indicators.
Global Strategy Fund has current Semi Variance of 0.4. Semi-variance provides a good measure of downside volatility for equity or a portfolio. It is similar to variance, but it only looks at periods where the returns are less than the target or average level.

Semi Variance

 = 

SUM(RET DEV)2

N(ZERO)

 = 
0.4
SUM = Summation notation
RET DEV = Actual return deviation over selected period
N(ZERO) = Number of points with returns less than zero

Semi Variance Peers Comparison

Semi Variance Relative To Other Indicators

Global Strategy Fund is rated fourth in semi variance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 6.76 of Maximum Drawdown per Semi Variance. At 6.77 , Global Strategy Fund's Maximum Drawdown-to-Semi Variance multiple reflects the spread between these metrics
Semi-variance is the square of semi-deviation. Semi-variance is calculated by averaging the deviations of returns that have a result that is less than the mean. Compare Global Strategy to Peers

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