Question: Calculate Annual return, Sharpe Ratio based on weekly NAV , also take dividend into consideration The risk-free rate of return=3% Declared Dividend for 2016 =

Calculate Annual return, Sharpe Ratio based on weekly NAV, also take dividend into consideration

The risk-free rate of return=3%

Declared Dividend for 2016 = 1.5$

Declared Dividend for 2017= 1$

Year- 2016 Year- 2017
NAV Per Unit S &P 500 Index NAV Per Unit S &P 500 Index
10.81 5380.794 11.18 4873.177
10.53 5222.303 11.21 4927.824
10.39 5130.698 11.42 5011.296
10.37 5133.255 11.64 5104.652
10.47 5169.739 11.4 4,978.78
10.56 5201.421 11.52 4995.32

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!

Q:

Calculate Annual return, Sharpe, Treynor Ratio based on weekly NAV , also take dividend into consideration The risk-free rate of return=3% Declared Dividend for 2016 = 1.5$ Declared Dividend for...

Q:

Attached is the assignment requirement and 2 previous assignments as example 1- the assignment should be zero plagiarism and similarity (no copy ans paste is accepted) 2- should be completed in the...

Q:

for monday please!!!! fin 357 Excel Exercise #4 Mutual fund retirement choice Due: Sunday, December 05, 10 pm In part I of this assignment you will be comparing two small capitalization (cap) growth...

Q:

Excel Activity: Evaluating Risk and Return Bartman Industries's and Reynolds Inc.'s stock prices and dividends, along with the Winslow 5000 Index, are shown here for the period 2015-2020. The Winslow...

Q:

same problem, dif parts. all the info in photos! all the info is in the pictures. theres no more info to provide. Bartman Industries's and Reynolds Inc.'s stock prices and dividends, along with the...

Q:

Hi, I have an Assignment for my Finance Subject. I have attached the necessary documentation here for you to view including the Lecture slides of all the Topics covered for this assignment. Please...

Q:

I need your help with this: Can you please quote from the attached chapters / resource if possible? Corporations often use different costs of capital for different operating divisions. Using an...

Q:

Winslow 5000 Includes Dividends $11,965.74 $8,971.76 $8,883.00 $6,564.04 $5,751.54 $4,843.52 B D E 1 Evaluating Risk and Return 2 3 Bartman Industries Reynolds Inc. 4 Year Stock Price Dividend Stock...

Q:

1. From the scenario, cite your forecasting conclusions that support TFC?s decision to expand to the West Coast market. Speculate as to whether or not the agency conflict discussed in the scenario...

Q:

Hi Ruchi, I need help with the attached assignment. It's due in about a week. Thanks 1) The paper should be written in APA style Research Paper format. This is the link that explains the research...

Q:

Crosby Co. has 7.5 percent coupon bonds with a YTM of 6.84 percent. The current yield on these bonds is 7.13 percent. How many years do these bonds have left until they mature?

Q:

Use the following information to prepare a classified balance sheet for Blackmon Co. at the end of 2014: Accounts receivable $36,200 Accounts payable 12,400 Cash 29,650 Common stock 50,000 Long-term...

Q:

You believe the Gordon growth model is appropriate to value the stock of Apex Autos Corp. The firm had an EPS of $5.00 last year. The plowback ratio is 0.50. The firm is expected to earn an ROE of 15...

Q:

P-1) (100 Pts.) A chemical manufacturing company (CMC) has a contract for the procurement of the neccssaly chemicals from four suppliers. The chemicals purchased from Supplier A are priced at $20...

Q:

Compare the difference between job descriptions and job specifications.

Q:

Understand the process of Run, Hide, Fight during an active shooter situation.

Q:

Create a workflow analysis.