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Returns And Standard Deviations

 

FIN 340 Module Two Activity Guidelines and Rubric

Overview: This activity will help you gather and analyze data relating to returns and standard deviations.

Prompt: Use Yahoo! Finance to get monthly pricing for the S&P 500 ETF (SPY), Coca-Cola, and Netflix for the past five years. Use the provided instructions to complete this activity.

Specifically, the following critical elements must be addressed:

I. Calculate the monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, supporting each calculation by showing the work involved. II. Calculate the average monthly return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, supporting each calculation by showing the work involved.

III. Calculate the annualized returns based on the monthly average return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, supporting each calculation by showing the work involved.

IV. Calculate the standard deviation of monthly returns for S&P 500 ETF (SPY), Coca Cola, and Netflix, supporting each calculation by showing the work involved.

V. Calculate the annualized standard deviation based on standard deviation of monthly returns, supporting each calculation by showing the work involved. VI. Compare the differences in returns and standard deviations of the three sets of data and discuss their investment implications using a cell within the

spreadsheet document.

Rubric Guidelines for Submission: You must submit a completed Excel spreadsheet that fulfills the requirements outlined in the Module Two Activity Instructions document.

Critical Elements Exemplary Proficient Needs Improvement Not Evident Value

Monthly Returns Calculates the monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, supporting each calculation by showing the work involved with no errors (100%)

Calculates the monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, but calculations contain errors, or work to support calculations is not shown (75%)

Does not calculate the monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, or provide evidence of the work to support each calculation (0%)

14

Average Monthly Return

Calculates the average monthly return for S&P 500 ETF (SPY), Coca- Cola, and Netflix, supporting each calculation by showing the work involved with no errors (100%)

Calculates the average monthly return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, but calculations contain errors, or work to support calculations is not shown (75%)

Does not calculate the average monthly return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, or provide evidence of the work to support each calculation (0%)

14

 

 

 

Annualized Returns

Calculates the annualized returns based on the monthly average return for S&P 500 ETF (SPY), Coca- Cola, and Netflix, supporting each calculation by showing the work involved with no errors (100%)

Calculates the annualized returns based on the monthly average return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, but calculations contain errors, or work to support calculations is not shown (75%)

Does not calculate the annualized returns based on the monthly average return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, or provide evidence of the work to support each calculation (0%)

14