DebtToAssets

Debt-to-Assets — Fama and French 1992

Leverage

Quick facts

Factor ID DebtToAssets
Display name Debt-to-Assets
Family Predictor
Category Leverage
Direction higher_expected_return
Status supported
Paper Fama and French 1992
Source tables fina_indicator
Required fields debt_to_assets
PIT required yes
Coverage 2010-04-27 – 2026-05-15 · 678,369 rows · 99.0% of panel

Formula

debt_to_assets / 100

Total liabilities divided by total assets from fina_indicator.

China adaptation

Uses Tushare fina_indicator debt_to_assets directly.

Direction-adjusted cumulative return

0.44 0.62 0.80 0.98 1.17 2010-04 2014-04 2018-04 2022-04 2026-04

Return metrics

Metric Value
Months in sample 193
Monthly mean -0.3186%
Monthly std 4.1574%
Annualized Sharpe -0.27
t-stat (simple) -1.06
Hit rate (months > 0) 48.2%
Last 12M compounded -5.73%
Cumulative wealth (start = 1) 0.456

Recent 12 months

Month L/S return Cumulative Names
2025-05 -1.85% 0.475 5125
2025-06 -1.94% 0.466 5135
2025-07 -1.51% 0.459 5136
2025-08 +1.55% 0.466 5148
2025-09 +1.52% 0.473 5156
2025-10 +0.24% 0.474 5161
2025-11 -1.60% 0.467 5165
2025-12 -2.22% 0.456 5179
2026-01 +1.37% 0.463 5178
2026-02 +3.07% 0.477 5183
2026-03 -2.76% 0.464 5184
2026-04 -1.56% 0.456 5182

Known data issues

None recorded.

Notes

Alternative leverage measure to the existing Leverage (assets/equity) factor.

See also: Leverage family, Factor library, Factor returns.