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Keep an Eye on the Downside

Morningstar Articles

Tue, 24 Feb 2015

It's been quite a while since the last bear market. So this is a fine time to check in on fund downside--specifically, the downside capture ratio. This measure tells you how much of an index's losses are captured by a fund. Say the S&P 500 loses 10%. A fund that lost 12.5% over the same period woul

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