Benchmarking, Hurdle Rate and Profit and Loss

In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

Musings on Markets

AUGUST 15, 2023

As the risk-free rate rises, expected returns on equities will be pushed up, and holding all else constant, stock prices will go down., and the reverse will occur, when risk-free rates drop. That is why the risk-free rate becomes an input into option pricing and forward pricing models , and its absence leaves a vacuum.

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Transcript: Tim Buckley, Vanguard’s CEO

Barry Ritholtz

FEBRUARY 21, 2023

And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? That means a low hurdle rate.

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Corporate Finance Brief

In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

Transcript: Tim Buckley, Vanguard’s CEO

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