Calculating Metrics for Mutual Fund Portfolio - Introduction

Mastering Mutual Fund Investment: Part 3 of 3 Calculating Metrics for a Mutual Fund Portfolio
1 minutes
Share the link to this page
Copied
  Completed
You need to have access to the item to view this lesson.
One-time Fee
$99.99
List Price:  $139.99
You save:  $40
€92.76
List Price:  €129.87
You save:  €37.11
£77.13
List Price:  £107.99
You save:  £30.85
CA$138.90
List Price:  CA$194.46
You save:  CA$55.56
A$150.62
List Price:  A$210.87
You save:  A$60.25
S$132.11
List Price:  S$184.97
You save:  S$52.85
HK$777.35
List Price:  HK$1,088.32
You save:  HK$310.97
CHF 87.02
List Price:  CHF 121.84
You save:  CHF 34.81
NOK kr1,091.38
List Price:  NOK kr1,527.98
You save:  NOK kr436.59
DKK kr691.75
List Price:  DKK kr968.47
You save:  DKK kr276.72
NZ$166.49
List Price:  NZ$233.10
You save:  NZ$66.60
د.إ367.25
List Price:  د.إ514.17
You save:  د.إ146.91
৳11,917.67
List Price:  ৳16,685.22
You save:  ৳4,767.54
₹8,436.93
List Price:  ₹11,812.04
You save:  ₹3,375.11
RM438.30
List Price:  RM613.64
You save:  RM175.34
₦168,136.18
List Price:  ₦235,397.38
You save:  ₦67,261.20
₨27,717.08
List Price:  ₨38,805.02
You save:  ₨11,087.94
฿3,405.25
List Price:  ฿4,767.49
You save:  ฿1,362.24
₺3,435.70
List Price:  ₺4,810.12
You save:  ₺1,374.42
B$569.28
List Price:  B$797.02
You save:  B$227.73
R1,749.21
List Price:  R2,448.97
You save:  R699.75
Лв181.41
List Price:  Лв253.99
You save:  Лв72.57
₩138,671.61
List Price:  ₩194,145.80
You save:  ₩55,474.19
₪372.77
List Price:  ₪521.90
You save:  ₪149.12
₱5,828.56
List Price:  ₱8,160.22
You save:  ₱2,331.65
¥15,216.57
List Price:  ¥21,303.81
You save:  ¥6,087.24
MX$1,985.06
List Price:  MX$2,779.16
You save:  MX$794.10
QR363.48
List Price:  QR508.89
You save:  QR145.40
P1,331.53
List Price:  P1,864.20
You save:  P532.66
KSh12,898.71
List Price:  KSh18,058.71
You save:  KSh5,160
E£4,929.36
List Price:  E£6,901.31
You save:  E£1,971.94
ብር12,276.56
List Price:  ብር17,187.68
You save:  ብር4,911.11
Kz91,125.91
List Price:  Kz127,579.93
You save:  Kz36,454.01
CLP$95,814.41
List Price:  CLP$134,144.01
You save:  CLP$38,329.60
CN¥715.84
List Price:  CN¥1,002.21
You save:  CN¥286.36
RD$5,995.39
List Price:  RD$8,393.79
You save:  RD$2,398.39
DA13,351.85
List Price:  DA18,693.13
You save:  DA5,341.27
FJ$226.27
List Price:  FJ$316.79
You save:  FJ$90.52
Q771.44
List Price:  Q1,080.05
You save:  Q308.61
GY$20,864.69
List Price:  GY$29,211.40
You save:  GY$8,346.71
ISK kr13,794.62
List Price:  ISK kr19,313.02
You save:  ISK kr5,518.40
DH986.28
List Price:  DH1,380.83
You save:  DH394.55
L1,793.39
List Price:  L2,510.81
You save:  L717.42
ден5,707.86
List Price:  ден7,991.24
You save:  ден2,283.37
MOP$800.23
List Price:  MOP$1,120.36
You save:  MOP$320.12
N$1,743.36
List Price:  N$2,440.78
You save:  N$697.41
C$3,669.72
List Price:  C$5,137.75
You save:  C$1,468.03
रु13,463.77
List Price:  रु18,849.82
You save:  रु5,386.05
S/376.95
List Price:  S/527.74
You save:  S/150.79
K400.24
List Price:  K560.36
You save:  K160.11
SAR375.57
List Price:  SAR525.81
You save:  SAR150.24
ZK2,702.65
List Price:  ZK3,783.82
You save:  ZK1,081.17
L461.54
List Price:  L646.17
You save:  L184.63
Kč2,340.56
List Price:  Kč3,276.88
You save:  Kč936.31
Ft37,678.19
List Price:  Ft52,750.97
You save:  Ft15,072.78
SEK kr1,072.60
List Price:  SEK kr1,501.69
You save:  SEK kr429.08
ARS$99,362.75
List Price:  ARS$139,111.83
You save:  ARS$39,749.07
Bs691.59
List Price:  Bs968.25
You save:  Bs276.66
COP$440,639.99
List Price:  COP$616,913.62
You save:  COP$176,273.62
₡51,072.77
List Price:  ₡71,503.92
You save:  ₡20,431.15
L2,515.97
List Price:  L3,522.46
You save:  L1,006.48
₲774,077.78
List Price:  ₲1,083,739.86
You save:  ₲309,662.08
$U4,178.15
List Price:  $U5,849.58
You save:  $U1,671.42
zł401.35
List Price:  zł561.90
You save:  zł160.55
Already have an account? Log In

Transcript

Hello, welcome to this new section calculating metrics for mutual fund portfolio. In the previous section, we saw how to create a diversified mutual fund portfolio. We use mutual funds from different types of mutual funds like equity funds, debt funds, balanced funds, contra funds, etc. And then we also saw how we can measure whether the portfolio is really diversified or not. Now, let us see the portfolio that we have created is good enough or not, by you calculating some metrics against which we can measure the mutual fund portfolio. The metrics that we will calculate will include expected returns standard deviation, beta Sharpe ratio and tenor ratio.

Now, in case you're not aware of what these metrics mean, you must refer to the course mastering mutual fund investment part two of three. The metrics for individual mutual funds is discussed in this course and it will be helpful in understanding what we are discussing in this particular section, so without any more delay, let us get down to discussing each of the metrics one by one. Thank you for listening. See you in the next lecture.

Sign Up

Share

Share with friends, get 20% off
Invite your friends to LearnDesk learning marketplace. For each purchase they make, you get 20% off (upto $10) on your next purchase.