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1. You purchase a no-load mutual fund for its NAV of 15.25. The fund distributes a 1.50 per share and the NAV rises to 25.75

1. You purchase a no-load mutual fund for its NAV of 15.25. The fund distributes a 1.50 per share and the NAV rises to 25.75 at which time you decide to redeem the shares. Calculate the percentage return on this investment.

2.

If Kliff Barnes achieves a 13.75 % return with a beta of 0.7, the risk-free rate was 3% , and a standard deviation of 20%.

Calculate the Sharpe Performance Index

3. Mutual fund ABC earned 10 percent while the risk-free rate was 2 percent. The standard deviations (risk) of Mutual Fund ABC was 10 percent. Calculate the Mutual Fund ABC's Sharpe ratio. Enter answer as a decimal.

4.

JR Ewing (portfolio manager) achieved a return of 20% with a beta of 1.2 when the market return was 12.5% and the risk-free rate was 3% .Calculate the Treynor Performance Index

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