Question
In summary, examine the performance of the three investment funds. Measure each portfolio by the rate of return (the weighted average of the two component
In summary, examine the performance of the three investment funds. Measure each portfolio by the rate of return (the weighted average of the two component funds ) and by the level of price volatility (dependent on the two correlation coefficient when the two component funds are combined in the portfolio) Portfolio One : Canadian Fixed Income, Canadian Equity Portfolio Two : Canadian Equity, Global Equity Portfolio Three : Canadian Fixed Income, Global Equity Using the 10-year performance data from the Total Return% / Investment.
Include an Excel spreadsheet with linked cells to document your calculations and a written discussion (either in Word or included in the Excel spreadsheet) comparing and contrasting the investment performance of the portfolios.
Canadian Fixed Income
| Total Return % | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | YTD |
| Investment | 2.7 | 1.42 | 7.22 | 11.42 | -1.63 | -11.21 | 2.71 | ||||
| Category | -1.07 | 6.93 | 2.22 | 1.85 | 1.74 | 0.6 | 6.02 | 8.29 | -2.49 | -11.62 | 1.69 |
| Index | -1.67 | 9.14 | 3.63 | 1.47 | 2.55 | 1.26 | 6.89 | 8.66 | -2.79 | -11.48 | 1.38 |
| Quartile Rank | |||||||||||
| Percentile Rank | 20 | 15 | 17 | 2 | 16 | 24 | 12 | ||||
| # of Invest. in Cat. | 521 | 542 | 567 | 570 | 582 | 510 | 552 | 518 | 517 | 526 | 486 |
| Category Name | CA009 | CA009 | CA009 | CA009 | CA009 | CA009 | CA009 | CA009 |
Global Equity
| Total Return % | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | YTD |
| Investment | 13.62 | -4.95 | 17.66 | 12.92 | 16.37 | -6.32 | 9.94 | ||||
| Category | 28.57 | 9.94 | 11.85 | 3.32 | 13.58 | -4.46 | 19.34 | 12.46 | 16.27 | -14.08 | 11.82 |
| Index | 32.31 | 13.98 | 18.09 | 5.07 | 16.34 | -1.17 | 20.52 | 14.59 | 17.27 | -11.94 | 15.05 |
| Quartile Rank | |||||||||||
| Percentile Rank | 45 | 54 | 62 | 37 | 53 | 17 | 55 | ||||
| # of Invest. in Cat. | 914 | 1,176 | 1,302 | 1,334 | 1,525 | 1,721 | 2,086 | 2,041 | 1,857 | 1,918 | 1,673 |
| Category Name | CA039 | CA039 | CA039 | CA039 | CA039 | CA039 | CA039 | CA039 | |||
Canadian Equity
| Total Return % | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | YTD |
| Investment | 8.95 | -24.1 | 21.32 | -0.4 | 16.55 | -17.71 | 3.76 | ||||
| Category | 9.79 | 0.36 | -21.67 | 21.59 | 15.71 | -16.89 | 26.54 | 4.2 | 25.24 | -11.42 | 4.42 |
| Index | 5.79 | 1.11 | -23.84 | 25.88 | 16.88 | -16.53 | 29.11 | 7.68 | 25.79 | -11.95 | 5.26 |
| Quartile Rank | |||||||||||
| Percentile Rank | 77 | 57 | 81 | 76 | 96 | 95 | 59 | ||||
| # of Invest. in Cat. | 404 | 470 | 494 | 512 | 572 | 616 | 732 | 674 | 610 | 608 | 519 |
| Category Name | CA120 | CA120 | CA120 | CA120 | CA013 | CA013 | CA013 | CA013 |
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Financial Management For Nonprofit Organizations Policies And Practices
Authors: Jo Ann Hankin, John Zietlow, Alan Seidner, Tim O'Brien
3rd Edition
1119382564, 9781119382560
