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Low volatility anomaly

The observation that securities with a narrower price range returned no less, and at times more, than riskier ones — which contradicts the idea of payment for risk.

How to read the number

One explanation is the constraint on leverage: those who want more return are pushed into buying riskier names, lifting their price and lowering the future result.

When the metric lies

Selecting on a calm past easily narrows a portfolio to one or two sectors and to names sensitive to rates. Quietness in a price is sometimes not an absence of risk but merely an absence of trades.

Also known as: low beta anomaly

Related terms