Abacus Strategies

Time-tested.

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Source: Bloomberg
+30% mean return (annualized) (19 years; 2005-2024); standard deviation (annualized): 21.58%; Assumes dividends are re-invested. Source: Bloomberg

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Terms

Mean Return (Annualized) – represents the average increase an investment experiences each year over a specific period. It shows how much your investment has grown on average, considering the effects of compounding. Imagine it as the “average speed” of your investment over time.

Standard Deviation (Annualized) – A measure of the volatility of the daily total returns over the stated timeframe, expressed as an annualized percentage. Imagine a surfer riding different-sized waves to their investment destination. When the waves are huge and rough, that suggests higher risk and a high standard deviation.



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“As an investor, you love volatility. You love the idea of wild swings because it means more things are going to get mispriced.”

Warren Buffett