Sharpe Ratio Calculator Template

Sharpe Ratio Calculator Template

This Sharpe ratio calculator template demonstrates the calculation of the Sharpe ratio (using the arithmetic mean) to determine an investment’s performance relative to risk.

Below is a preview of the Sharpe ratio calculator template:

Sharpe Ratio Calculator Template Screenshot

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Sharpe Ratio Calculator

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The Sharpe ratio is commonly used as a means of calculating the performance of an investment after adjusting for its risk. This allows investments of different risk profiles to be compared against each other.

In the Sharpe Ratio, a higher value means greater returns for the portfolio relative to the inherent risk. This also means a better investment. Because of the simplicity of the formula, the Sharpe Ratio can be used to evaluate a single stock or an entirely diversified portfolio.

Sharpe Ratio formula

Sharpe Ratio = (Rx – Rf) / StdDev Rx


  • Rx = Expected portfolio return
  • Rf = Risk-free rate of return
  • StdDev Rx = Standard deviation of portfolio return / volatility

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Analyst Certification FMVA® Program

Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.


Financial Analyst certification curriculum


A well rounded financial analyst possesses all of the above skills!


Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

In order to become a great financial analyst, here are some more questions and answers for you to discover:


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