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What Is A Mutual Fund's Beta?Beta is a fund's volatility measured against the S&P 500 index, which has a set beta of 1. Therefore, if a fund has a beta higher than 1, it means it's moving up and down more than the rest of the market. A fund with a beta of 2 will move up 20 percent when the S&P rises 10 percent. Use a beta this way: In good times, look for funds with a higher beta because you'll get higher returns. In bear markets, look for funds with betas lower than 1. That way, your fund won't have losses larger than the average for the market.
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