CFA Level IQuantitative MethodsMedium

A researcher tests the null hypothesis that a fund's mean excess return equals zero, using a 5% significance level. The true mean excess return is actually not zero, but the test statistic fails to reject the null hypothesis. What type of error has occurred?

  1. ANo error; this is a correct decision
  2. BSampling error
  3. CType II error
  4. DType I error
Show answer & explanation

Correct answer: C. Type II error

A Type II error occurs when a false null hypothesis is not rejected. Since the true mean is actually nonzero (H0 is false) but the test failed to reject H0, this is a Type II error.

Why the other options are wrong

  • A. An error did occur since the null is false but was not rejected.
  • B. Sampling error refers to the difference between a sample statistic and the population parameter, not a hypothesis test outcome.
  • D. Type I error is rejecting a true null hypothesis, the opposite situation.

Type II Error

A Type II error occurs when a hypothesis test fails to reject a null hypothesis that is actually false.

  • Type I error: rejecting a true null (probability = significance level, alpha)
  • Type II error: failing to reject a false null (probability = beta)
  • Power of a test = 1 - beta = probability of correctly rejecting a false null

Memory trick: Type I cries wolf; Type II misses the wolf.

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