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Что такое Коэффициент Шарпа?

Коэффициент Шарпа A risk-adjusted performance metric that calculates the excess return per unit of total portfolio risk, typically expressed as the ratio of portfolio excess return over the risk-free rate to the portfolio's standard deviation.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Коэффициент Шарпа” Used in Practice?

Коэффициент Шарпа портфеля улучшился после того, как диверсификация снизила общую волатильность относительно безрисковой доходности.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Что такое Коэффициент Шарпа?

A risk-adjusted performance metric that calculates the excess return per unit of total portfolio risk, typically expressed as the ratio of portfolio excess return over the risk-free rate to the portfolio's standard deviation.

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