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Risk Metric

Volatility

Annualized Volatility (Standard Deviation)

Definition

A measure of the dispersion of returns. Higher volatility means larger price swings. It is calculated as the annualized standard deviation of monthly returns.

Formula

StdDev(Monthly Returns) × √12

Good

< 10%

Bad

> 20%

Example

A portfolio with 15% annualized volatility means that in a typical year, returns could swing roughly 15% above or below the average in one standard deviation.

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