Fund Sharpe ratio

[Nick]

Hi

Is there a fund Sharpe ration generated please based on what I might call a "Morningstar" definition "The Sharpe ratio is calculated for the past XX-month period by dividing a fund's annualised excess returns over the risk-free rate by its annualised standard deviation". I have found the risk free rate and how to update it but cannot find a Sharpe ratio based on my fund's performance. Thanks very much in advance.

Nick.

[Mark]

Hi Nick,

Yes, you can calculate Sharpe Ratio in a Custom report when using the Professional or Advisor versions of Fund Manager. For details, see the online help on this field:

https://www.fundmanagersoftware.com/hel ... ratio.html

[Nick]

Thank you Mark