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Key indicators 5-year Annualized Return Quartile Ranking Volatility Management Expense Ratio (MER) Portfolio Manager Start Date Sharpe Ratio Chamberlain Equity Fund 13.42% 2 Medium to High 2.57% January 1986 0.19 Fontaine Equity Fund 11.25% 3 Medium to High 2.90% July 2004 0.05

Key indicators 5-year Annualized Return Quartile Ranking Volatility Management Expense Ratio (MER) Portfolio Manager Start Date Sharpe Ratio Chamberlain Equity Fund 13.42% 2 Medium to High 2.57% January 1986 0.19 Fontaine Equity Fund 11.25% 3 Medium to High 2.90% July 2004 0.05

Essentials Of Investments
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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You have been researching Canadian equity mutual funds for a new client. You come across the following information. Key indicators 5-year Annualized Return Quartile Ranking Volatility Management Expense Ratio (MER) Portfolio Manager Start Date Sharpe Ratio Chamberlain Equity Fund 13.42% 2 Medium to High 2.57% January 1986 0.19 Fontaine Equity Fund 11.25% 3 Medium to High 2.90% July 2004 0.05 What can you conclude from this information? O Fontaine Equity Fund is a better fund because it has a higher quartile ranking Chamberlain Equity Fund has lower volatility since its 5-year annualized return is higher Fontaine Equity Fund has a lower risk level since its Sharpe Ratio is lower ← Previc
Transcribed Image Text:You have been researching Canadian equity mutual funds for a new client. You come across the following information. Key indicators 5-year Annualized Return Quartile Ranking Volatility Management Expense Ratio (MER) Portfolio Manager Start Date Sharpe Ratio Chamberlain Equity Fund 13.42% 2 Medium to High 2.57% January 1986 0.19 Fontaine Equity Fund 11.25% 3 Medium to High 2.90% July 2004 0.05 What can you conclude from this information? O Fontaine Equity Fund is a better fund because it has a higher quartile ranking Chamberlain Equity Fund has lower volatility since its 5-year annualized return is higher Fontaine Equity Fund has a lower risk level since its Sharpe Ratio is lower ← Previc
You have been researching Canadian equity mutual funds for a new client. You come across the following information. Key indicators 5-year Annualized Return Quartile Ranking Volatility Management Expense Ratio (MER) Portfolio Manager Start Date Sharpe Ratio Chamberlain Equity Fund 0 0 13.42% 2 Medium to High 2.57% January 1986 0.19 Fontaine Equity Fund 11.25% 3 Medium to High 2.90% July 2004 0.05 27 What can you conclude from this information? Fontaine Equity Fund is a better fund because it has a higher quartile ranking Chamberlain Equity Fund has lower volatility since its 5-year annualized return is higher O Fontaine Equity Fund has a lower risk level since its Sharpe Ratio is lower Fontaine Equity Fund's higher MER contributes to its lower 5-year annualized return.
Transcribed Image Text:You have been researching Canadian equity mutual funds for a new client. You come across the following information. Key indicators 5-year Annualized Return Quartile Ranking Volatility Management Expense Ratio (MER) Portfolio Manager Start Date Sharpe Ratio Chamberlain Equity Fund 0 0 13.42% 2 Medium to High 2.57% January 1986 0.19 Fontaine Equity Fund 11.25% 3 Medium to High 2.90% July 2004 0.05 27 What can you conclude from this information? Fontaine Equity Fund is a better fund because it has a higher quartile ranking Chamberlain Equity Fund has lower volatility since its 5-year annualized return is higher O Fontaine Equity Fund has a lower risk level since its Sharpe Ratio is lower Fontaine Equity Fund's higher MER contributes to its lower 5-year annualized return.
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