Portfolio income comes in the form of dividends ... When interest rates rise, the value of shares in a bond fund fall, and when interest rates fall, the value of shares in a bond fund rise.

Net liquidation value (NLV) is a financial metric that represents the total value of an investment portfolio if all assets were sold and any associated liabilities were settled at current market ...

Standard deviation measures how far numbers in a data set are spread out from an average value. In investing, it is used as a measurement of portfolio volatility.