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if portfolio A has and expected return of 7.65%, its standard deviation is 9.25%, and the t-bill rate is 3.75%. what is the Sharpe ratio of the portfolio? what happens to the sharpe ratio if the t-bill rate declines to 2.95%? what happens if it rose to 8% and became greater than the expected return.

User GrGr
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Final answer:

The Sharpe ratio measures the risk-adjusted return of an investment or portfolio. It is found by subtracting the risk-free rate from the expected return and dividing by the standard deviation. If the risk-free rate declines, the Sharpe ratio increases. However, if the risk-free rate becomes higher than the expected return, the Sharpe ratio becomes negative.

Step-by-step explanation:

The Sharpe ratio measures the risk-adjusted return of an investment or portfolio. It is calculated by subtracting the risk-free rate (in this case, the T-bill rate) from the expected return of the portfolio, and then dividing that result by the standard deviation of the portfolio. In this case, we have:

Sharpe ratio = (expected return - risk-free rate) / standard deviation

Using the given information, for portfolio A with an expected return of 7.65% and standard deviation of 9.25%, and a risk-free rate of 3.75%, we can calculate the Sharpe ratio:

Sharpe ratio = (7.65% - 3.75%) / 9.25% = 0.43

If the T-bill rate declines to 2.95%, the new Sharpe ratio would be:

Sharpe ratio = (7.65% - 2.95%) / 9.25% = 0.51

If the T-bill rate rose to 8% and became greater than the expected return of 7.65%, the new Sharpe ratio would be negative. Since the risk-free rate is higher than the expected return of the portfolio, the Sharpe ratio would be negative, indicating that the risk-free rate is a better investment option than the portfolio.

User Ankur Prakash
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