Calculating expected returns


1) Assume the returns for Stock A for last 6 years was= 4%, 7%, 8%, -2%, 9%, and 7%. Calculate the standard deviation of returns.

2) Assume real rate is= 4.53% and inflation rate is= 4.12%. Answer for nominal rate.

3) Based on the information given below, Compute the expected returns:

Prob Return

Recession30% 3.6%
Boom 70% 3%

4) One year ago, super star closed-end fund had NAV of= $10.40 and was selling at the18% Discount. Today its NAV is= $11.69 and it is priced at a= 4% premium. In the year Super start paid dividends of= $0.40 and had the capital gains distribution of= $0.95. On basis of above information calculate each of the following:

i) Superstars NAV-based holding period for year

ii) Superstars market based holding period return for year. Did market premium/Discount hurt or add value to investors retur? Brief answer why?

iii) Repeat market based holding period return computations, except this time suppose fund started year at 18% premium and ended it at 4% discount. (Suppose beginning and ending NAV’s remain at= $10.40 and= $11.69 respectively. Is there any change in this measure of return? Describe why?

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Finance Basics: Calculating expected returns
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