Twelve months ago, you purchased the shares of a no-load mutual fund for $22.05 per share. The fund distributed cash dividends of $0.70 and capital gains of $1.30 per share. If the net asset value of the fund is currently $24.45, what was your annual return on the investment? Round your answer to two decimal places.   % If the value of the shares had been $21.14, what would have been your annual return? Round your answer to two decimal places.   %

Q: Ten years after purchasing shares in a mutual fund for $7600, the shares are sold for 11,900. What…

A: The rate of return refers to the minimum return to be earned over an investment by the investors in…

Q: Compute the total and annual returns on the following investment. Seventeen years after purchasing…

A: The total return of a mutual fund is the return it provides over the total period of the…

Q: Lee Ray bought 250 shares of a mutual fund with an NAV of $13.85. This fund also has a load charge…

A: Shares are the units of the capital of a corporation that represents the equity ownership of the…

Q: Suppose you invested $100 in the Ishares High Yield Fund (HYG) a month ago. It paid a dividend of $3…

A: The dividend yield is the formula that determines the percentage of dividend earned with respect to…

Q: Assume the new investor sells the 420 shares. What is his profit? What is the annualized return The…

A: Annualized return refers to the expected return by the investors on the investment made. It…

Q: Compute the total and annual returns on the following investment.   Nine   years after purchasing…

A: Total Return = (Final value - Initial Value) / Initial Value

Q: What were the proceeds from your sale of the 60 shares

A: Net asset value shows the market value of a mutual fund's assets per share. The total value of all…

Q: You purchased 500 shares of The New Century Fund at NAV of $23.56 last year. The fund distributed…

A: Given,Current NAV = $23.56 Dividends Distributed = $4.35adjusted closing price of your purchase =…

Q: Stan invested in the Great Growth mutual fund 5 years ago. His returns were 50%, -20%, 10%, 0% and…

A: The Geometric Average Return is a rate of return that is calculated by taking the product of all…

Q: Suppose you invested $75 in the Ishares Dividend Stock Fund (DVY) a month ago. It paid a dividend of…

A: Data given: Purchase price (Po) = $75 Dividend (D1) =$0.50 Sale Price (P1) = $68   Required: Return…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.68 per share. Several months…

A: The percentage return that an investor is earning from a particular investment in a particular time…

Q: I bought 750 shared for $20.75 a share. At the end of the year I received income dividends of…

A: Individuals, companies, and firms all make investments for the return for a specific time period,…

Q: Suppose you invest $2000 into a mutual fund that is expected to earn a rate of return of 11%. The…

A: Investment (PV) = $2000 Rate of return (r) = 11%

Q: You have just won a lottery that pays out $2.25 million in a lump sum. If you invest this in a…

A: Present Value = pv = $2.25 millionRate of Return = r = 7.5%Time = t = 30 Years

Q: ↑ Sixteen years after purchasing shares in a mutual fund for $6000, the shares are sold for $11,100.…

A: Initial investment = $6,000Final sales price =  $11,100Number of years = 16 years

Q: Suppose you invested $100 in the Ishares High Yield Fund (HYG) a month ago. It paid a dividend of $4…

A: Ratio analysis is quantitive method of getting inside review of an organisation. It helps in…

Q: You purchased $3,400 worth of shares in a mutual fund that does not have a front-end load. However,…

A: In mutual fund the companies charge their fee on selling and the amount received is slightly less…

Q: Six months ago, you purchased 1,200 shares of ABC stock for $21.20 a share. You have received…

A: In the given case, we have provided the purchasing price (initial price) per share, selling price…

Q: Six months ago, you purchased 1,400 shares of ABC stock for $21.33 a share. You have received…

A: Given: Number of shares = 1,400 Purchase price = $21.33 Sale price = $24.47 Dividend = $0.6

Q: A year ago, Kim Altman purchased 220 shares of BLK, Inc. for $39.00 on margin. At that time the…

A: Investors can use the annual rate of return to compare the performance of different investments. It…

Q: 150 shares for $70 a share ($10,500), and after

A: To calculate the percentage return on your investment when buying stock on margin, you can use the…

Q: Larry James is planning to invest $25,400 today in a mutual fund that will provide a return of 0.10…

A: We need to find the future value of investment of Mr.Larry James. Future value is the amount reccive…

Q: You are going to invest in a stock mutual fund with a front-end load of 4.5 percent and an expense…

A: Calculation of annual returns:Answer:The annual returns at 2 year and at 8th year is 6.08% and…

Q: Five years​ ago, you invested in the Future Investco Mutual Fund by purchasing 1,100shares of the…

A: Solution:- Compound rate of return means the annual rate of return earned. We know, amount at…

Q: You purchase 100 shares of COST for $280 per share. Three months later, you sell the stock for $290…

A: Number Of Shares Purchased   $ 100.00 Cost Per Share  $ 280.00 Selling Value  $ 290.00 Time…

Q: Compute the total and annual returns on the following investmen Six years after purchasing shares in…

A: Initial value=$7,800 Final value of investment=$11,400 Time period=6years Required: Total return=?…

Q: You invested in the no load Best Mutual Fund one year ago by purchasing 700 sha Today, the NAV is…

A: Holding period return refers to the return that is earned by the investors from the assets that are…

Q: You purchase 100 shares of a no-load mutual fund for $100 per share and sold the shares for $120 per…

A: Percentage return on the investment is the rate of return on the investment. Following is the…

Q: You purchased a share of a company five years ago for $75 per share and the current price is $80 per…

A: Investing is a critical component of wealth growth. It enables the investor to fight inflation,…

Q: Five years ago, you invested in the Future Investco Mutual Fund by purchasing 1,400 shares of the…

A: Number of shares purchased = 1,400Net asset value per share = $18.99Number of shares sold =…

Q: A year ago, an investor bought 600 shares of a mutual fund at $7.68 per share. This year, the fund…

A: a. Number of shares purchased = 600 Beginning value = $7.68 Dividend paid = $0.79 per shareCapital…

Q: City Street Fund has a portfolio of $200 million and liabilities of $25 million. If there are 10…

A: Net asset value is the market value of a mutual fund, or hedge fund that an investor holds., in…

Q: . One year ago, you bought a share for $36.48 a share. You received a dividend of $1.62 per share…

A: GIVEN÷ bought price of a share = $36.48 Sale price of share = $40.18

Q: An investor purchased 500 shares of Electric Shaver Corporation stock at a price of $22.50 per…

A: Formula:

Q: Six months ago, you purchased 1,100 shares of ABC stock for $21.20 a share and have received total…

A: Number of shares (N) = 1100 Purchase price (P0) = $ 21.20 Total dividend payments per share (D) = $…

Q: Calculate the return on investment for 1,800 shares of a mutual fund purchased with an offer price…

A: Return on investment refers to the return that is being earned over the investment amount made…

Q: You bought 70 shares of a mutual fund one year ago for $50 per share. The front-end load is 5…

A: Given: Purchase price = $50 Front end load = 5% Dividend per share = $2 Increase in value = 15%