Sharpe Ratio

CFA Level 1 – Quantitative Methods, Sharpe Ratio

The Sharpe Ratio is a simple measure of the excess return per unit of risk. The excess return is the return of the investment over and above the Risk Free Rate (RFR), and a unit of risk is defined as the standard deviation.

Sharpe Ratio = (Return – RFR) / StanDev.

The higher the Sharpe Ratio the better as the investor is receiving a higher return per unit of risk.

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