NASAA Series 66 Uniform Combined State Law ExaminationEconomic Factors and Business InformationHard

A fund manager is assessing the risk-adjusted returns of different portfolios. Portfolio A has an average return of 12% and a standard deviation of 8%. Portfolio B has an average return of 10% and a standard deviation of 5%. The risk-free rate is 3%. Which portfolio has a higher Sharpe Ratio, and what does it imply?

  1. APortfolio A, implying lower total risk.
  2. BPortfolio B, implying higher return with lower risk.
  3. CPortfolio A, implying higher absolute return.
  4. DPortfolio B, implying better return per unit of risk.
Show answer & explanation

Correct answer: D. Portfolio B, implying better return per unit of risk.

The Sharpe Ratio is calculated as (Portfolio Return - Risk-Free Rate) / Standard Deviation. For Portfolio A: (12% - 3%) / 8% = 9% / 8% = 1.125. For Portfolio B: (10% - 3%) / 5% = 7% / 5% = 1.4. Portfolio B has a higher Sharpe Ratio (1.4 vs 1.125), indicating that it provides a better return for each unit of risk taken.

Why the other options are wrong

  • A. Portfolio A has a higher standard deviation (8%) than Portfolio B (5%), indicating higher total risk, not lower.
  • B. Portfolio B has lower risk (lower standard deviation), but its return is also lower. The Sharpe Ratio helps determine which combination is superior on a risk-adjusted basis; it's not simply 'higher return with lower risk' but rather 'better return *per unit of risk*'.
  • C. Portfolio A has higher absolute return but not necessarily higher risk-adjusted return. The Sharpe Ratio measures risk-adjusted return.

Sharpe Ratio

A measure of risk-adjusted return, indicating the average return earned in excess of the risk-free rate per unit of total risk (standard deviation).

  • Formula: (Portfolio Return - Risk-Free Rate) / Standard Deviation.
  • Higher ratio implies better risk-adjusted performance.
  • Used to compare portfolios with different risk levels.

Memory trick: Sharpe: Subtract Risk-Free, Divide by Shake.

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