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The All-State Mutual Fund has the following 5-year record of performance:. Find this no-load fund's 5-year (2015-2019) average annual compound rate of return. Also find
The All-State Mutual Fund has the following 5-year record of performance:. Find this no-load fund's 5-year (2015-2019) average annual compound rate of return. Also find its 3-year (2017-2019) average annual compound rate of return. If an investor bought the fund in 2015 at $10.12 a share and sold it 5 years later (in 2019) at $15.84, how much total profit per share would she have made over the 5-year holding period? Data table (Click on the icon here in order to copy the contents of the data table below into a spreadsheet.) Net investment income Dividends from net investment income Net realized and unrealized gains (or losses) on security transactions Distributions from realized gains Net increase (decrease) in NAV NAV at beginning of year NAV at end of year 2019 $0.93 (0.95) 4.17 (1.00) $3.15 12.69 $15.84 2018 $0.87 (0.83) 5.09 (1.06) $4.07 8.62 $12.69 2017 $0.89 (0.85) (2.16) 0.00 ($2.12) 10.74 $8.62 2016 $0.74 (0.74) 2.73 (1.00) $1.73 9.01 $10.74 2015 $0.65 (0.67) (1.09) 0.00 ($1.11) 10.12 $9.01 - X -
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