Fundology

Glossary · Risk

Volatility

How much a fund’s returns vary around their average, usually stated as an annualised standard deviation.

Volatility measures dispersion, not direction. A fund that rises steadily and one that falls steadily can share a volatility figure.

Annualising volatility requires knowing the observation frequency: weekly observations scale differently from daily ones. A figure annualised on the wrong assumption can be materially wrong.

How we calculate it

Standard deviation of weekly returns × √52.

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Volatility — what it means · Fundology