Past returns and the perceived Sharpe ratio

B-Tier
Journal: Journal of Economic Behavior and Organization
Year: 2016
Volume: 123
Issue: C
Pages: 149-167

Score contribution per author:

0.503 = (α=2.01 / 4 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

We find that human perception contradicts the market efficiency assertions that high expected returns are accompanied by high risk and that past returns are not correlated with future returns. A survey of investors reveals that the last month realized returns are positively correlated with next month perceived returns and that they are negatively correlated with perceived risk. Neither expected return nor perceived risk captures the entire effect. Thus, in the human mind the “perceived Sharpe ratio” is positively correlated with short-term past returns. The effect does not depend on gender, education, income, and portfolio value, but it is more profound among older investors.

Technical Details

RePEc Handle
repec:eee:jeborg:v:123:y:2016:i:c:p:149-167
Journal Field
Theory
Author Count
4
Added to Database
2026-01-25