Calculate the average monthly holding period returns


Question 1: Use the price data from the table that follows for the Standard & Poor's 500 Index, Wal-Mart, and Target to calculate the holding period returns for the 24 month from December 2002 through November 2004.

Month and Year    S&P 500    Wal-Mart    Target
2002
November    $928.62    $53.90    34.78
December    876.99    50.51    30.00
2003
January    854.72    47.80    28.21
February    834.75    48.06    28.65
March    864.03    52.03    29.26
April    917.77    56.32    33.44
May    953.08    52.61    36.63
June    981.06    53.67    37.84
July    989.58    55.91    38.32
August    999.31    59.17    40.60
September    1002.14    55.85    37.63
October    1049.29    58.95    39.74
November    1055.61    55.64    38.72
December    1108.55    53.05    38.40
2004
January    1131.02    53.85    37.96
February    1142.93    59.56    43.96
March    1123.93    59.69    45.04
April    1118.54    57.00    43.37
May    1120.00    55.73    44.70
June    1134.30    52.50    42.47
July    1099.91    53.01    43.60
August    1102.80    52.67    44.58
September    1111.39    53.20    45.25
October    1125.23    53.92    50.02
November    1180.54    52.06    51.22

Question 2: Calculate the average monthly holding period returns and the standard deviation of these returns for the S&P 500 Index, Wal-Mart, and Target.

Question 3: Plot (1) the holding-period returns for Wal-Mart against the Standard & Poor's 500 Index, and (2) the Target holding-period returns against the Standard & Poor's 500 Index.

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Finance Basics: Calculate the average monthly holding period returns
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