CFA Level IQuantitative MethodsEasy

A financial analyst is evaluating two investment opportunities, Fund A and Fund B, over a one-year period. Fund A has a 40% chance of returning 15% and a 60% chance of returning 5%. Fund B has a 70% chance of returning 12% and a 30% chance of returning 4%. Which fund offers the higher expected return and by how much?

  1. AFund B by 1.0%
  2. BFund B by 0.2%
  3. CFund A by 1.8%
  4. DFund A by 0.6%
Show answer & explanation

Correct answer: B. Fund B by 0.2%

The expected return is calculated by summing the products of each possible outcome and its probability. Comparing the expected returns for Fund A and Fund B reveals the difference.

Why the other options are wrong

  • A. This calculation is incorrect for both funds or the difference.
  • C. This calculation is incorrect for both funds or the difference.
  • D. This calculation is incorrect for both funds or the difference.

Expected Value

The expected value of a random variable is the weighted average of all possible values, where the weights are the probabilities of each value occurring.

  • Represents the average outcome if an experiment is repeated many times.
  • Calculated as Σ(x_i * P(x_i)).
  • Can be used for discrete or continuous random variables.

Memory trick: Probability's Product Sums to Expectation's Outcome.

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