Submitted:
16 August 2025
Posted:
20 August 2025
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Abstract
Keywords:
Introduction
Understanding the Data: Distributions and Skewness
Understanding Available Conversion Methods
Hozo et al. (2005): First Practical Range-Based Rules
Wan et al. (2014): Systematic Use of Range and IQR
Bland (2015): Integrating the Full Five-Number Summary
Luo et al. (2018): Optimal Estimation of the Mean Across Sample Sizes
Shi et al. (2020–2023): Improved SD Estimation and Skewness Detection
McGrath et al. (2020): Reconstructing the Underlying Distribution
Cai et al. (2021): Flexibility Through Transformations
Cochrane Recommendations for Handling Medians and Ranges/IQRs
Software Resources
- Some of the original methodological articles (e.g., Wan et al.) include dynamic Excel spreadsheets as Supplementary Materials that automate the necessary calculations.
- Online calculators are available for practical use—for example, an interactive converter hosted by Hong Kong Baptist University allows direct input of summary statistics to obtain estimated means and SDs (https://www.math.hkbu.edu.hk/~tongt/papers/median2mean.html).
- Dedicated software packages integrate these methods into commonly used analytic environments. For example, in R, the estmeansd package [12] implements the conversion methods proposed by McGrath et al. [10] and Cai et al. [11], supporting a variety of reported summary data formats. Additionally, the metamedian package builds on this functionality and provides tools for meta-analyses of median-based outcomes [13].
An Applied Example
- A small pilot study (n = 12) with an approximately symmetric distribution reported only the median and range, as often occurs in early investigations of novel biomarkers.
- A large cohort study (n = 200) with a symmetric distribution, but reported using the median and IQR rather than the conventional mean and SD.
- A moderate-sized study (n = 60) with a symmetric distribution, reported with full five-number summarys.
- Another moderate-sized study (n = 60) with an approximately symmetric distribution, also reported with full summary statistics (range and quartiles). This scenario, with characteristics very similar to the previous one but with different data, was used to demonstrate the reproducibility of the methods under ideal conditions
- A study with n = 100 and a markedly right-skewed distribution, reported with a full five-number summary to illustrate the challenges of applying conversion methods in the presence of strong asymmetry.
- A moderate-sized study (n = 42) with a symmetric core distribution but influenced by extreme outliers, where only the median and range were reported.
- Scenario 1 (Small sample, range only, n=12, symmetric): Luo’s and McGrath's mean estimators were closest to the truth (error ~3%). For the SD, all methods performed poorly, ranging from underestimation (Hozo) to mild overestimation (McGrath), confirming the unreliability of range-based rules in small samples.
- Scenario 2 (Large sample, IQR only, n=200, symmetric): All modern mean estimators (Luo, Cai, McGrath, Wan) reproduced the mean accurately (errors <1%). However, every SD estimator underestimated dispersion by ~7–8%, reflecting the loss of tail information when only IQRs are reported.
- Scenario 3 (Moderate sample, five-number summary, n=60, symmetric): All modern methods performed well, with mean and SD estimates very close to the truth. McGrath’s SD was almost exact, and Cai’s mean was the most accurate. Hozo’s rule, relying on the median, was highly biased, showing that quartiles should always be used when available.
- Scenario 4 (Moderate sample, five-number summary, n=60, symmetric): Again under ideal conditions, all modern methods (Wan, Luo, Shi, Cai, McGrath) achieved excellent accuracy, with most errors below 2%.
- Scenario 5 (Moderate sample, five-number summary, n=100, strongly skewed): Here, the limitations of all methods became evident. In this scenario, Bland’s method yielded the closest estimate of the mean, whereas McGrath and Cai markedly underestimated it. All approaches showed the expected downward bias under right skewness, but the extent of error varied considerably. For the SD, Bland again provided the most accurate result, with McGrath slightly underestimating and both Cai and Shi producing severe underestimates of variability. Overall, range-based estimators generated distorted values, while even methods designed for skewed data failed to capture the true variability, confirming that strong skewness remains problematic for every approach. The apparently superior performance of Bland’s method in Scenario 5 should not be interpreted as genuine robustness, but rather as a coincidence. Because Bland’s estimator gives direct weight to the extreme values, the unusually high maximum in this dataset pulled its estimate closer to the true mean. Model-based approaches such as McGrath’s and Cai’s, which attempt to reconstruct the underlying distribution, can misfire when the assumed shape does not perfectly match the data. This case illustrates that simple heuristics may sometimes look “right for the wrong reasons,” a useful reminder that accuracy in a single skewed scenario does not imply general reliability.
- Scenario 6 (Moderate sample, range only with outliers, n=42): Extreme values caused catastrophic failures of range-based estimators, with Hozo and Wan overestimating the SD by 30% and 19%, respectively, and producing biased means. Even McGrath exaggerated dispersion in this contaminated setting. Luo’s estimate was the least distorted, but overall, all methods performed poorly, confirming that range-based approaches are unreliable in the presence of outliers.
Special Situations
Best Practices in Conversion
Conclusions
Supplementary Materials
Author Contributions
Data Availability Statement
AI Use Disclosure
Ethical Statement
Conflict of Interests
References
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- Chi, KY. , Li, MY., Chen, C. et al. Ten circumstances and solutions for finding the sample mean and standard deviation for meta-analysis. Syst Rev 12, 62 (2023). [CrossRef]
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- Hozo SP, Djulbegovic B, Hozo I. Estimating the mean and variance from the median, range, and the size of a sample. BMC Med Res Methodol. 2005 Apr 20;5:13. [CrossRef] [PubMed] [PubMed Central]
- Wan X, Wang W, Liu J, Tong T. Estimating the sample mean and standard deviation from the sample size, median, range and/or interquartile range. BMC Med Res Methodol. 2014 Dec 19;14:135. [CrossRef] [PubMed] [PubMed Central]
- Bland, M. (2015) Estimating Mean and Standard Deviation from the Sample Size, Three Quartiles, Minimum, and Maximum. International Journal of Statistics in Medical Research, 4, 57-64. [CrossRef]
- Luo D, Wan X, Liu J, Tong T. Optimally estimating the sample mean from the sample size, median, mid-range, and/or mid-quartile range. Stat Methods Med Res. 2018 Jun;27(6):1785-1805. [CrossRef] [PubMed]
- Shi J, Luo D, Weng H, Zeng XT, Lin L, Chu H, Tong T. Optimally estimating the sample standard deviation from the five-number summary. Res Synth Methods. 2020 Sep;11(5):641-654. [CrossRef] [PubMed]
- Shi J, Luo D, Wan X, Liu Y, Liu J, Bian Z, Tong T. Detecting the skewness of data from the five-number summary and its application in meta-analysis. Stat Methods Med Res. 2023 Jul;32(7):1338-1360. [CrossRef] [PubMed]
- McGrath S, Zhao X, Steele R, Thombs BD, Benedetti A; DEPRESsion Screening Data (DEPRESSD) Collaboration. Estimating the sample mean and standard deviation from commonly reported quantiles in meta-analysis. Stat Methods Med Res. 2020 Sep;29(9):2520-2537. [CrossRef] [PubMed] [PubMed Central]
- Cai S, Zhou J, Pan J. Estimating the sample mean and standard deviation from order statistics and sample size in meta-analysis. Stat Methods Med Res. 2021 Dec;30(12):2701-2719. [CrossRef] [PubMed]
- Estmeansd: Estimating the Sample Mean and Standard Deviation from Commonly Reported Quantiles in Meta-Analysis, R package version 1.0.1, implemented methods from McGrath et al. (2020) and Cai et al. (2021), and includes standard error estimators from McGrath et al. (2023). Published on CRAN on 14 December 2023.
- McGrath S, Zhao X, Ozturk O, Katzenschlager S, Steele R, Benedetti A. metamedian: An R package for meta-analyzing studies reporting medians. Res Synth Methods. 2024 Mar;15(2):332-346. [CrossRef] [PubMed]
| Method (Author, Year) | Required Summary Statistics | Key Features | Limitations | Susceptibility to Skewness | Implementation |
|---|---|---|---|---|---|
| Hozo et al., 2005 [4] | Median, minimum, maximum, sample size | First systematic method; simple rules for estimating mean and SD when only minimal data are available | Crude approximations; underestimates variability; arbitrary thresholds; poor accuracy with skewed data | High – performs poorly under skewness or outliers | Wan spreadsheet [5] |
| Wan et al., 2014 [5] | Median, range and/or quartiles, sample size | Widely adopted; separate formulas depending on whether only range, only IQR, or a full five-number summary is available | Sensitive to the type of summary used: range-based formulas inflate SD in the presence of outliers; IQR-based formulas underestimate SD when distributions are skewed; five-number summary performs better and provides the closest approximation | Moderate – accuracy decreases under skewness, but is more robust than Hozo | Wan spreadsheet [5], Hong Kong Baptist University converter |
| M Bland, 2015 [6] | Median, minimum, maximum, quartiles, sample size | Straightforward estimator combining the full five-number summary (min, Q1, median, Q3, max); simple to apply and transparent; extends information use beyond Hozo’s range rules | Mean estimator does not depend on sample size; SD estimator depends on n but has been criticized for inaccuracy at extremes; less precise than later methods (Luo, Shi, Cai, McGrath) | Moderate to High – performs better than Hozo under mild asymmetry but unstable under strong skew or small samples | Wan spreadsheet [5] |
| Luo et al., 2018 [7] | Median, range and/or quartiles, sample size | Introduced “optimal” estimator for the mean; smooth weighting avoids arbitrary cut-offs; more stable across sample sizes | Assumes approximate symmetry; accuracy declines with heavy skewness | Moderate – robust under mild asymmetry but not extreme skew | Hong Kong Baptist University converter |
| Shi et al., 2020, 2023 [8,9] | Quartiles, sample size (also proposed skewness test) | Provided improved SD estimation and a diagnostic to flag skewness | Skewness test may misclassify; the method still assumes roughly normal data once flagged | Moderate to High – performs well in near-normal data, unstable under strong skew | Hong Kong Baptist University converter |
| McGrath et al., 2020 [10] | Any combination of median, range, quartiles, sample size | Flexible framework combining all available summaries; maximizes use of reported data | More computationally complex; still assumes moderate symmetry | Low to Moderate – more resilient, but not immune to skewness | R (estmeansd, metamedian) |
| Cai et al., 2021 [11] | Quartiles, range, sample size | Designed specifically for skewed data; adjusts estimates to reduce bias under asymmetry | Less validated in practice; requires more detailed input | Lower – better suited to handle skewed distributions, although performance may deteriorate under extreme asymmetry. | R (estmeansd, metamedian) |
| Dos | Don’ts |
|---|---|
| Double-check the original article carefully for units and reporting format. Distinguish clearly whether values correspond to a range, an interquartile range, or even a 95% confidence interval; in cases of doubt, contacting the study authors is the safest approach. | Do not misclassify summary statistics. Verify whether (X-Y) represents a range, IQR, or confidence interval. Misclassification invalidates the conversion. |
| Use validated conversion methods (Wan, Luo, McGrath, Cai) instead of discarding studies. | Do not assume the median equals the mean unless the distribution is symmetric. |
| Prefer conversions based on quartiles (IQR, five-number summary) for more accurate estimates. | Avoid relying only on outdated methods (e.g., Hozo), which are unstable and outlier-sensitive. |
| Mandate a pre-specified skewness check (e.g., Shi et al.). If the test is positive, treat converted estimates with extreme caution. |
Do not assume conversion "solves" skewness. The mean is often not a meaningful summary for skewed data. If data are significantly skewed, prioritize a medians-only meta-analysis. |
| Perform mandatory sensitivity analyses: (1) exclude converted studies; (2) vary the conversion method; (3) compare results to a medians-only analysis if applicable. |
Do not pool studies reported on incomparable scales (e.g., different transformations or outcome definitions) without appropriate adjustment. |
| Report transparently: specify the exact method, software, and version used for each conversion, and explicitly state the limitations of this approach in the methods section. | Do not impute means or SDs for a substantial proportion (>20–25%) of the total sample size. If extensive conversion is needed, the validity of the meta-analysis is questionable. |
| Prioritize obtaining the five-number summary (min, Q1, median, Q3, max). This contains the maximum information for accurate conversion. | Do not use range-only estimators (e.g., Hozo et al.) if outliers are suspected. They are extremely fragile and will produce biased SD estimates. |
| Use modern, validated conversion methods (McGrath, Cai, Shi, Luo) whenever the necessary inputs are available. |
Do not rely on outdated or overly simple methods (e.g., Hozo). Their performance is demonstrably inferior. |
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