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I am having trouble with the excel format and how to enter the functions as well as which ones are used to solve each type
I am having trouble with the excel format and how to enter the functions as well as which ones are used to solve each type of problem.
Use table in the next tab for the following problems. a. Compute the average return and standard deviation for each of the assets from 1929 to 1940 (The Great Depression) Asset Class Average return Standard deviation of returns S&P 500 Small Stocks Corp Bonds b. Which asset had the highest average return during the Great Depression? Which asset was the riskiest? How does th 1940 (The Great Depression). World Portfolio Treasury Bills was the riskiest? How does that fit with your intuition? Yearly returns from 1926-2012 for the S&P 500, small stocks, corporate bonds, world portfolio, Treasury bills, and inflation (as measured by the CPI). Year S&P 500 Small Stocks Corp Bonds World Portfolio Treasury Bills 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 0.111382 0.371260 0.433079 -0.089069 -0.252573 -0.438580 -0.088612 0.528949 -0.023405 0.472081 0.328010 -0.352577 0.331991 -0.009096 -0.100825 -0.117673 0.210758 0.257576 0.196935 0.364606 -0.081804 0.052401 0.050990 0.180648 0.305792 0.245529 0.185011 -0.010987 0.524037 0.314288 0.066270 -0.108535 0.433444 0.119044 0.004830 0.268114 -0.087840 0.226913 0.163576 0.123558 -0.101046 0.239425 0.110023 -0.084656 -0.072000 0.257543 0.468723 -0.504667 -0.455830 -0.502165 0.086957 1.872000 0.252089 0.647386 0.875084 -0.534030 0.262751 0.001836 -0.123396 -0.137282 0.525040 1.000000 0.604078 0.826647 -0.126085 -0.026580 -0.066086 0.215017 0.459082 0.097671 0.064718 -0.059851 0.652319 0.221095 0.034592 -0.150527 0.709232 0.186804 -0.050042 0.308362 -0.129502 0.180929 0.194053 0.363655 -0.073020 0.779159 0.476107 -0.322186 0.062852 0.065504 0.033772 0.043206 0.063433 -0.023803 0.121985 0.052552 0.097282 0.068602 0.062197 0.025456 0.043571 0.042473 0.045124 0.017882 0.031188 0.033648 0.031013 0.035119 0.025578 0.004497 0.037072 0.043267 0.018908 -0.002101 0.034268 0.020612 0.046578 0.010754 -0.017923 0.044688 0.008487 0.001569 0.067221 0.036809 0.062038 0.031670 0.039876 0.020821 -0.002550 -0.011624 0.224570 -0.024591 0.228000 0.253257 0.334633 -0.076923 -0.225738 -0.393052 0.030303 0.664488 0.025524 0.227824 0.192827 -0.169499 0.056139 -0.014406 0.035282 0.187439 0.011890 0.198947 -0.102399 0.110316 -0.151238 0.031962 -0.057298 0.054209 0.254772 0.224464 0.158215 0.048380 0.498225 0.247387 0.065810 -0.060174 0.344562 0.233035 0.034919 0.207775 -0.062116 0.153811 0.112465 0.098323 -0.101164 0.212827 0.139405 -0.038576 0.031943 0.031247 0.038241 0.047367 0.023474 0.010230 0.008055 0.002933 0.001547 0.001652 0.001749 0.003187 0.000407 0.000075 -0.000582 0.000422 0.002616 0.003396 0.003215 0.003211 0.003521 0.004611 0.009790 0.011061 0.012134 0.014833 0.016420 0.017800 0.008626 0.015551 0.024215 0.031286 0.014151 0.028153 0.025824 0.021590 0.027240 0.031514 0.035182 0.039620 0.047050 0.041473 0.052941 0.065913 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 0.039857 0.143255 0.189356 -0.147912 -0.265389 0.372500 0.236746 -0.073880 0.064399 0.183529 0.322665 -0.050530 0.214833 0.224997 0.061523 0.316476 0.186034 0.051709 0.166084 0.316862 -0.031043 0.304659 0.076194 0.100787 0.013205 0.375778 0.229603 0.333633 0.285786 0.210415 -0.091044 -0.118858 -0.221005 0.286846 0.108820 0.049114 0.157950 0.054937 -0.369976 0.264635 0.150640 0.021118 0.160032 -0.045027 0.163471 0.042220 -0.359362 -0.273271 0.827689 0.571158 0.199153 0.204200 0.396976 0.291406 0.146172 0.322502 0.480478 -0.024955 0.291249 0.059082 -0.092043 0.202876 0.014882 -0.363252 0.417989 0.220748 0.137919 -0.010961 0.200561 0.215107 0.320803 -0.119749 -0.012600 -0.024901 0.327806 -0.056243 0.691508 0.313921 0.039876 0.263790 -0.111001 -0.458645 1.121272 0.336100 -0.071553 0.213115 0.111788 0.096820 0.083226 0.029869 0.002332 0.110394 0.145568 0.055102 0.018334 -0.015579 -0.049761 0.089767 0.348984 0.073167 0.171031 0.294865 0.209130 -0.015778 0.137929 0.153096 0.086061 0.158685 0.106420 0.146619 -0.024347 0.219912 0.042387 0.108472 0.109077 -0.030366 0.116935 0.114614 0.111815 0.092294 0.065101 0.077340 0.041671 0.047424 0.134495 0.000180 0.079724 0.147028 0.045135 -0.019840 0.195673 0.235470 -0.145057 -0.244795 0.344929 0.147118 0.020020 0.182157 0.126705 0.277209 -0.033045 0.112723 0.232802 0.057733 0.417705 0.427988 0.167637 0.239504 0.171936 -0.165171 0.189665 -0.046597 0.231287 0.055836 0.213178 0.139931 0.162270 0.247953 0.253544 -0.129282 -0.165210 -0.195412 0.337610 0.152466 0.100233 0.206522 0.095660 -0.403341 0.307927 0.123385 -0.050167 0.165374 0.063829 0.043171 0.038911 0.070587 0.080781 0.058211 0.051556 0.051520 0.073082 0.106898 0.115227 0.148559 0.106643 0.088471 0.099558 0.076766 0.060571 0.053844 0.063228 0.082206 0.076800 0.055065 0.034015 0.028993 0.038800 0.055318 0.051450 0.050819 0.047812 0.045609 0.057560 0.037787 0.016340 0.010183 0.012004 0.029633 0.047856 0.046748 0.014743 0.000967 0.001215 0.000428 0.000565 rate bonds, world e CPI). CPI -0.011876 -0.021635 -0.012285 0.007463 -0.064198 -0.092348 -0.104651 0.009740 0.012862 0.031746 0.012308 0.030395 -0.029499 0.000000 0.009119 0.099398 0.090411 0.027638 0.024450 0.021480 0.182243 0.088933 0.029038 -0.021164 0.059459 0.061224 0.006410 0.007962 -0.007899 0.004777 0.028526 0.029276 0.017964 0.017647 0.013006 0.007133 0.012748 0.016783 0.009629 0.019074 0.034759 0.031008 0.046366 0.062275 0.055242 0.033120 0.034126 0.087000 0.123275 0.069615 0.048239 0.067202 0.090349 0.133082 0.125208 0.089119 0.037975 0.038328 0.039430 0.037934 0.010886 0.044231 0.044199 0.046561 0.061004 0.030813 0.028968 0.027553 0.026523 0.025554 0.033223 0.016881 0.016074 0.026971 0.033838 0.015633 0.023569 0.018797 0.032749 0.034167 0.025265 0.040859 0.001012 0.027087 0.014958 0.029668 0.017326 Your retirement portfolio comprises 200 shares of the S&P 500 fund (SPY) and 100 shares of iShares Barclays Aggregate Bond Fund (AGG). The price of SPY is $134 and that of AGG is $110. If you expect the return on SPY to be 10% in the next year and the return on AGG to be 8%, what is the expected return for your retirement portfolio? The following spreadsheet contains monthly returns for Cola Co. and Gas Co. for 2010. Using these data, calculate the average monthly return and volatility for each stock. Then calculate the average return and volatility of a portfolio that is 55% invested in Cola Co. stock and 45% invested in Gas Co. Date Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Average return Volatility (standard Deviation) Realized Returns Cola Co Gas Co. Portfolio of 55% Cola and 45% Gas -10.84% -6.00% 2.36% 1.28% 6.60% -1.86% 2.01% -1.90% 18.36% 7.40% -1.22% -0.26% 2.25% 8.36% -6.89% -2.46% -6.04% -2.00% 13.61% 0.00% 3.51% 4.68% 0.54% 2.22%Step by Step Solution
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