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Mini-Case Investment Decision-Excel- An investment counselor needs to clarify differences between two mutual funds. The investor needs to interpret the data for the client: Year
Mini-Case Investment Decision-Excel- An investment counselor needs to clarify differences between two mutual funds. The investor needs to interpret the data for the client: Year Metals Income 2000 7.34 4.07 2001 18.33 6.52 2002 33.35 9.38 2003 59.45 18.62 2004 8.09 9.44 2005 43.79 3.12 2006 34.3 8.15 2007 36.13 5.44 2008 -56.02 -11.37 2009 76.46 31.77 Using Excel, explain to the investor: 1. The typical return of the mutual funds (hint: Use Excel to consider measures of central tendency and the differences between them as well as what they tell you about the shape of the distribution. Include a presentation worthy visual representation if it will help explain your data. 2. The investment risk of the mutual funds (hint: consider measures of spreadfvariation and assess if there are any outliers and what these possibly mean. What is the best method to assess any outliers in Excel and how can this be interpreted? Include b0): plot representation
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