Suggested Templates - v.1

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Suggested template in computing

Standard deviation example:

Year Annual Rate of Return


Mutual Funds A Mutual Funds B
2010 10.00% 2.50% 3.40%
2011 10.00% 3.40% 5.40%
2012 10.00% 6.50% 3.30%
2013 10.00% 2.80% 6.50%
2014 10.00% 1.80% 1.50%
2015 10.00% 4.60% 6.40%
2016 10.00% 6.10% 4.50%
2017 10.00% 2.20% 3.80%
2018 10.00% 3.30% 3.70%
2019 10.00% 4.60% 3.70%

Standard 0.00% 1.62% 1.53%


Deviation
e of Return
Mutual Funds C Mutual Funds D
2.50% 4.10%
2.90% 3.40%
2.40% 3.90%
2.60% 5.20%
3.80% 6.10%
3.00% 4.60%
3.40% 3.40%
3.60% 3.80%
4.10% 2.90%
2.80% 2.70%

0.58% 1.05%
Suggested template in computing
Annualized Return on Investment

COI NROI DAYS INVESTED


15,000.00 458.00 227
15,000.00 626.00 227
15,000.00 1,500.00 367
15,000.00 3,605.00 425
15,000.00 1,590.00 384
15,000.00 3,500.00 642
15,000.00 2,050.00 420
15,000.00 2,050.00 840

Legend:
COI = Cost of investment
NROI = Net return on investment
ROI = Return on investment
ROI ANNUALIZED ROI
3.05% 4.95%
4.17% 6.80%
10.00% 9.94%
24.03% 20.32%
10.60% 10.05%
23.33% 12.66%
13.67% 11.78%
13.67% 5.72%

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