Bus 405 week 4 assignment performance metrics chapter 13 problem 22

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Running head: Week 4 - Assignment - Performance Metrics

Week 4 - Assignment - Performance Metrics

BUS405: Principles of Investments

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Running head: Week 4 - Assignment - Performance Metrics

Complete Problem 22 in the Questions and Problems section of Chapter 13 (shown below). When you pick the best choice for your portfolio, defend your decision in a 100 - 200 word essay. You have been given the following return information for two mutual funds (Papa and Mama), the market index, and the risk-free rate. Year Papa Fund Mama Fund Market Risk-Free 200 -12.6% -22.6 -24.5% 1% 8 200 25.4 18.5 19.5 3 9 201 8.5 9.2 9.4 2 0 201 15.5 8.5 7.6 4 1 201 2.6 -1.2 -2.2 2 2 Calculate the Sharpe ratio, Treynor ratio, Jensen’s alpha, information ratio, and R-squared for both funds and determine which is the best choice for your portfolio.

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