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The ST Fund is a mutual fund that is ben...

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题目

The ST Fund is a mutual fund that is benchmarked to the S&P 500 index. It contains equally weighted holdings of 10 stocks from the index, with an average annual portfolio return of 11% and a volatility of returns of 16%. Over the same time period, the average annual return on the S&P 500 has been 12%, with a volatility of returns of 9%. The annual risk-free rate is 3%. ST Fund's portfolio manager is planning to diversify the fund by increasing its holdings to 100 stocks in the S&P 500, all equally weighted. Because of this change, ST Fund's Sharpe ratio will most likely:

选项

A.Decrease toward 0

B.Decrease toward 1

C.Increase toward 1

D.Increase above 1

答案

C

解析

The sharp ratio of ST Fund is:「huixue_img/importSubject/1564170576921235456.jpeg」. The sharp ratio of S&P 500 is:「huixue_img/importSubject/1564170576992538624.jpeg」. When ST Fund's portfolio manager is planning to diversify the fund by increasing its holdings to 100 stocks in the S&P 500, the ST Fund's Sharpe ratio will most likely increase to the sharp ratio of S&P 500.