Skip to contents

Financial Dictionary - Volatility or standard deviation

Volatility or standard deviation

Volatility measures the fluctuation of a variable. In financial terms, this variable is related to market prices and its deviation over a specific of period of time is calculated.

It therefore measures the variance or dispersion of returns for a given fund with respect to its average return. It measures the assumed risk of an investment based on the past performance of the fund.

Volatility can be expressed:

  • in absolute terms, with specific monetary figures;
  • in relative terms, as a percentage of the initial value or the one being compared in the study.

This concept is used increasingly in the financial world, for example to demonstrate whether a fund yield has deviated from its average. If the deviation is significant, it means that the fund has undergone major variations, while a minor deviation indicates that the returns have been more stable throughout the period of time studied. Hence, the greater the deviation, or the greater the volatility, the greater the risk.

Plus

Investment analysis

Read the investment analyses and strategies prepared by our experts.
Find out more sobre Investment analysis

Fund comparison tool

Everything is easier with a little help. And our comparison tool will help you choose from the different funds in our portfolio based on their yields.
Find out more about Fund comparison tool