Choose a mutual fund (any mutual fund). Discuss and show various expenses of your chosen fund. What
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Choose a mutual fund (any mutual fund). Discuss and show various expenses of your chosen fund. What is its expense ratio? Go to its website or Morningstar.com and get its annual returns for the past five years. Estimate the average annual return and the standard deviation of the annual return of your Fund over the past five years. Do the same for the S&P 500 (SPY). Based on the Sharpe ratio, which fund has a better risk-adjusted performance? Assuming an average risk-free rate of 2 % over the past 5 years.
Related Book For
Equity Asset Valuation
ISBN: 978-0470571439
2nd Edition
Authors: Jerald E. Pinto, Elaine Henry, Thomas R. Robinson, John D. Stowe, Abby Cohen
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