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Investment

シャープレシオ

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.

Quick answer: 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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Quick answer

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.

Why it matters

シャープレシオ matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.

Editorial context

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Questions and answers

Questions and answers

What is シャープレシオ?

In this glossary, シャープレシオ refers to: 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.

How is シャープレシオ used in finance?

In finance communication, this term appears in contexts such as: "分散投資によって全体的な変動性がリスクフリーリターンに対して減少し、ポートフォリオのシャープレシオが改善しました。"

Why does シャープレシオ matter in finance?

シャープレシオ matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.

Who uses シャープレシオ?

シャープレシオ is mainly used by Financial Analysts, Bankers, and Traders.

What category does シャープレシオ belong to?

In this glossary, シャープレシオ is grouped under Investment. Related pages in this category explain adjacent procedures, commands and operational concepts.

Where does this definition come from?

This definition is sourced from CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework and published by Protermify Finance as a static finance reference page.

Definition

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.

Operational example

The portfolio’s Sharpe Ratio improved after diversification reduced its overall volatility relative to risk-free return.

Localized term

シャープレシオ

Localized example

分散投資によって全体的な変動性がリスクフリーリターンに対して減少し、ポートフォリオのシャープレシオが改善しました。

Definition language

English reference definition

Source

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

Category

Investment

Exam relevance

  • CFA
  • ACCA
  • FRM

Target audience

  • Financial Analysts
  • Bankers
  • Traders

Related terms

Use the related links below to continue through connected finance terminology.

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