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Study perbandingan sharpe, treynor dan jensen measure di Nicholas Equity Income Fund

Mutual fund has been an investment alternative for an investor who has
not enough capital but he wants to play in capital market. In Indonesia not
many people understand about mutual fund Mutual fund is still a strange
instrument.
Because not many people understand about mutual fund, auditor wants
to observe about the return and risk of mutual fund In many newspaper and
magazines many of mutual fund claim that they can give investor high return
and low risk.
Auditor uses Sharpe, Treynor and Jensen measure as a tool for investor
to know about the return and risk from a mutual fund Audhitor observe and
want to know about three measures. How they can measure a mutual fund
performance and how about their strength and weakness.
Auditor uses Nicholas fund as a sample for this observation and auditor
also use Treasury Bills as a risk free rate and Standard & Poor 500 as market
risk.
From the observation, auditor found that Sharpe measure is better than
Treynor and Jensen measure because Sharpe measure uses total risk and
Sharpe also explain more complex and deep about the return and risk from
mutual fund. Treynor is better than Jensen measure because Treynor does not
ignore the risk. Jensen measure ignores return and just use the risk as a
predictor. Jensen says that a good mutual fund is a mutual fund, which has a
low risk. A mutual fund which have high risk is bad.

Creator(s)
  • (31496086) ESTER SURYANI
Contributor(s)
  • Nanik Linawati → Advisor and Examination Committee
Publisher
Universitas Kristen Petra; 2000
Language
Indonesian
Category
s1 – Undergraduate Thesis
Sub Category
Skripsi/Undergraduate Thesis
Source
Skripsi No. 1458/EM/2000; Ester Suryani (31496086)
Subject(s)
  • INVESTMENTS
  • PORTFOLIO MANAGEMENT
File(s)

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