LU Mutual Fund Performance Analysis Questions

Using your Excel skills, calculate the mean, variance, standard deviation, Sharpe Ratio, and the compound return of one of the mutual funds (Pioneer, Alkeon, and Cullen EE) and the funds’ indexes.

While we haven’t necessarily covered all of the calculations, do some basic research on the interpretation of the findings In your excel file for each and explain your findings (especially about performance Sharpe ratio and alpha relative to its index).

Also, find the Jensen’s alpha showing excess return (ie. Alpha). Upload your excel solution.

The Compound Return is a little difficult to find in the text. In order to help you in this endeavor, please use:

Compound Return: Average Return – (0.5 * Standard Deviation ^ 2).

Collepals.com Plagiarism Free Papers

Are you looking for custom essay writing service or even dissertation writing services? Just request for our write my paper service, and we'll match you with the best essay writer in your subject! With an exceptional team of professional academic experts in a wide range of subjects, we can guarantee you an unrivaled quality of custom-written papers.

Get ZERO PLAGIARISM, HUMAN WRITTEN ESSAYS

Why Hire Collepals.com writers to do your paper?

Quality- We are experienced and have access to ample research materials.

We write plagiarism Free Content

Confidential- We never share or sell your personal information to third parties.

Support-Chat with us today! We are always waiting to answer all your questions.