Question: You invested in the no load OhYes Mutual Fund 1 year
You invested in the no-load OhYes Mutual Fund 1 year ago by purchasing 1,000 shares of the fund at the net asset value of $25.00 per share. The fund distributed dividends of $1.50 and capital gains of $2.00. Today, the NAV is $26. What was your holding period return?
Answer to relevant QuestionsRefer to Problem 12.11. If OhYes was a load fund with a 2% front-end load, what would be the HPR? What role, if any, do an investor's personal characteristics play in determining portfolio policy? Explain. Why is comparing a portfolio's return to the return on a broad market index generally inadequate? Explain. Give 2 reasons why an investor might want to maintain funds in a low-risk, highly liquid investment. Congratulations! Your portfolio returned 11% last year, 2% better than the market return of 9%. Your portfolio had a standard deviation of earnings equal to 18%, and the risk-free rate is equal to 6%. Calculate Sharpe’s ...
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