Excel Lab W2-Chapter 15 Investments(1) (1) Excel HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW s Cut Cambria. 110 AK EE B 1 u . E . a. 9- pWiap Text General Copy Format Painter Normal ex g Merge & Co ter-5 . % , Conditional Format as Neutral Formatting Table ,, Cipboard . Font Aligment Styles Directions Enter the current NAV Enter the Year-to-date % return. Current NAV: Year-to-date % return Beginning-of year NAV: This template can be used to find the beginning of the year NA V for a mutual fund sting or any of the values usingthe rates in Table 15 4 Chapter 15 -Building Wealth Through Investments- Page 581 Challenge Problem 2a Problem 2a: Using this Excel template, find the return oni which sold with a NAV of $8.63, and had a paid dividend during ownership of S0.35 per share. Directions: Enter the number of shares purchased Enter the purchase price. Enter the earned dividends per share Enter the number of shares sold Enter the selling price per share. Dividends per shareE Shares purchased Shares sold: Total cost of investment Total proceeds from sale Return on investment: Cost per share Selling price per share VALUE VALUE! # VALUE! Chapter 15 - Investments TABLE 15-4 Portion of Mutual Fund Listing Family/ Fund YTD %return 6.2 4.0 4.9 3-yr %chg Chg 0.08 0.02 0.05 AARP Funds Aggr Consrv Mod p Symbol AAGSX AACNX AAMDX NAV 10.25 10.55 10.50 4.0 1.3 AMF Funds IntMtg LgCpEq ShtUSGv UltraShrtp UltShrtMtg USGvMtg .SCPX IICAX ASITX AULTX ASARX ASMTX 4.81 8.16 9.36 5.45 7.39 8.64 0.01 0.08 -0.01 -0.02 7.5 0.2 3.2 2.4 0.2 14.3 2.1 0.7 -12.2 0.02 0.7 APIEffFrtGrPrim fp 8.13 10.98 5.82 0.10 9.0 APIEffFrtGrPrim fp APIMultldxPrim AVS LPE Ptf -6.5 -9.6 NS 0.7 P APITX APIMultIdxPrim 0.09 -0.01 0.05 AFMMX AVS LPE Ptf LPEVX 11.3 Aberdeen Fds EqLS A t MLSAX 11.16 1.5