Understanding Standard Deviation and Its Importance and Limitations When Assessing Risk

One of the most popular ways that investors willThe nice thing about knowing this statistical measure
determine the risks associated with a givenis that it is specific to the security. In other words,
investment is to study its standard deviation. Whilealthough a security might be part of an overall index,
mildly complicated to arrive at, the standard deviationsome may and will behave indifferently to whatever
provides a lot of valuable information about athe broader market is doing. And that level of
security's price and, specifically, how it will "typically"volatility might be independent of the market's
behave.volatility as well. Standard deviation tells us exactly
In its purest form, the standard deviation tellswhat to expect from such securities, regardless of
investors how much they can expect a security'swhat its relationship to the broader market might be.
price to fluctuate from its mean returns. That meansThe shortfall with this measure is that it is based on
that if a security normally earns 10% per year, a highhistorical data and can be fairly easily manipulated.
standard deviation will suggest that day-to-daySince it will measure returns over a period days,
fluctuations will be high while a a low standardweeks, months and sometimes years, the actual
deviation will indicate that fluctuations will be lower. Instandard might be inaccurately masked behind
other words, securities a with standard deviation willlonger-term market conditions (e.g. using the last 10
be considered more volatile than securities with a lowyears) or can show inaccurately high deviation (e.g.
figure.using the last 6 months of volatile period).
The importance of knowing this numbers comesTherefore, caution should be exercised when relying
down to portfolio construction. Consider aon this measurement and depending on current
more-balanced investor who wants to enjoy steadymarket and economic conditions, the investor or
growth, understands there can be price fluctuationsanalyst will have to decide how "watered down" the
but really does not want to see large swings in ameasurement should be (e.g. during periods of
portfolio's value. Putting together a family ofheightened volatility, it may make better sense to
securities might involve choosing some stocks thatadopt a longer-term period, such as a year or several
have higher volatility and offsetting those stocks withyears). Regardless, investors should be well aware of
securities that have lower volatility. Std deviationthe parameters that go into the standard deviation.
helps with this process.