CFA Level 1 Portfolio Analysis

Determining Risk-Free Rate

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Question

You are given a portfolio mean return of 15%, and a standard deviation of portfolio return is 20%, and a Sharpe ratio of 0.51. What is the risk-free rate?

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A

The Sharpe measure of risk-adjusted performance is equal to (rbar_p - rbar_f)/sigma_p, where rbar_p is the mean portfolio return, rbar_f is the mean risk-free return, and sigma_p is the standard deviation of portfolio return. In our case, we have (15% - x%) / 20% = 0.51. Solving for x, we obtain x = 0.15 - 0.51

* 0.20 = 0.15 - 0.102 = 0.048 = 4.8%.