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Mutual funds
Beta measures how much a stock or fund has moved relative to a benchmark. A beta of 1 means it moved in step with the benchmark, above 1 means it swung more, and below 1 means it swung less.
A fund with a beta of 1.2 has, on average, risen about 12% when its benchmark rose 10% — and fallen about 12% when it fell 10%.
Beta measures how much a stock or fund has moved relative to a benchmark. A beta of 1 means it moved in step with the benchmark, above 1 means it swung more, and below 1 means it swung less.
A fund with a beta of 1.2 has, on average, risen about 12% when its benchmark rose 10% — and fallen about 12% when it fell 10%.
No. Beta describes a fund's costs, structure or past record. Mutual fund investments are subject to market risks, and past performance does not indicate future returns.