The All-State Mutual Fund has the following 5-year record of performance Find this no-load fund's 5-year (2015-2019) average annual compound rate of return Also find its 3-year (2017-2019) average annual compound rate of return If an investor bought the fund in 2015 at $10 00 a share and sold it 5 years later (in 2019) at $15 72, how much total profit per share would she have made over the 5-year holding period? This no-load fund's 5-year (2015-2019) average annual compound rate of return is% (Round to two decimal places) Dota table X 4
The All-State Mutual Fund has the following 5-year record of performance Find this no-load fund's 5-year (2015-2019) average annual compound rate of return Also find its 3-year (2017-2019) average annual compound rate of return If an investor bought the fund in 2015 at $10 00 a share and sold it 5 years later (in 2019) at $15 72, how much total profit per share would she have made over the 5-year holding period? This no-load fund's 5-year (2015-2019) average annual compound rate of return is% (Round to two decimal places) Dota table X 4
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
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Question 3,
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The All-State Mutual Fund has the following 5-year record of performance Find this no-load fund's 5-year (2015-2019) average annual compound rate of return Also find its 3-year (2017-2019) average
annual compound rate of return If an investor bought the fund in 2015 at $10 00 a share and sold it 5 years later (in 2019) at $15 72, how much total profit per share would she have made over the 5-year
holding period?
This no-load fund's 5-year (2015-2019) average annual compound rate of return is % (Round to two decimal places)
Data table
(Click on the icon here in order to copy the contents of the data table below into a spreadsheet)
2017
Net investment income
Dividends from net investment income
Net realized and unrealized gains (or
losses) on security transactions
Distributions from realized gains
Net increase (decrease) in NAV
NAV at beginning of year
NAV at end of year
2019
$0.98
(0.95)
422
(1.06)
$3.19
12 53
$15.72
2018
$0 85
(0.85)
5.08
(1.00)
$4 08
8 45
$12 53
$0 84
(0 85)
(2.18)
0.00
($2 19)
10.64
$8.45
2016
$0 75
(0.75)
265
(1.00)
$165
8.99
$10.64
2015
SO 64
(0.60)
(1.05)
0:00
($1 01)
10 00
$8.99
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