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Glossaire du trading

Sharpe Ratio

Risk Management

Ce que ça veut dire

A number that measures return earned per unit of risk taken. Above 1 is good, above 2 is excellent, and below 0 means you are losing money.

Exemple

A strategy returning 20% a year with 10% annual volatility has a Sharpe of about 2.0 (after adjusting for the risk-free rate). Another returning 20% with 30% volatility has a Sharpe of about 0.67 -- worse risk-adjusted.

L'erreur des débutants

Beginners compare strategies by raw return only. A 30% return with a 0.4 Sharpe is far worse than a 20% return with a 1.8 Sharpe -- the first is taking dangerous risk for the same dollars.

Termes liés

  • Expectancy — The average amount you expect to make per trade, accounting for both wins and losses. A po…
  • Volatility — How much and how fast an asset price swings. High volatility means large price moves in sh…

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