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Assume you are to invest 70% of the money in the first security and 30% in the second security. MSF Return GM Return S&P 500
Assume you are to invest 70% of the money in the first security and 30% in the second security. |
MSF Return | GM Return | S&P 500 Return | Portfolio Return |
3.40% | 1.56% | 0.05% | 2.84% |
-0.37% | 11.64% | 1.93% | 3.23% |
11.67% | 6.44% | 2.22% | 10.10% |
1.70% | 0.26% | 2.81% | 1.27% |
1.63% | -4.01% | 0.98% | -0.06% |
11.07% | 3.46% | 5.62% | 8.79% |
-0.84% | -7.22% | -3.89% | -2.75% |
-2.67% | -6.71% | -2.69% | -3.88% |
2.47% | 1.10% | 0.27% | 2.06% |
6.15% | 16.22% | 2.16% | 9.17% |
-0.23% | -6.92% | 0.48% | -2.24% |
7.58% | -3.78% | 3.60% | 4.17% |
6.30% | -4.91% | 3.03% | 2.94% |
1.82% | -5.59% | 0.43% | -0.40% |
-6.61% | 8.67% | -6.94% | -2.03% |
4.27% | 3.72% | 1.79% | 4.10% |
-8.40% | -10.93% | -9.18% | -9.16% |
2.82% | 16.65% | 7.87% | 6.97% |
7.74% | 1.18% | 2.97% | 5.77% |
5.28% | -5.10% | 1.79% | 2.16% |
10.73% | 4.99% | 3.93% | 9.01% |
-4.95% | -14.40% | -6.58% | -7.78% |
8.31% | 16.81% | 6.89% | 10.86% |
Average return (annual): | |||||||
Standard deviation (annual): | |||||||
Maximum of monthly returns: | |||||||
Minimum of monthly returns: |
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