The data file Mutual Funds.

xls contains information regarding nine variables from a sample of 838 mutual funds:
Category: Type of stocks comprising the mutual fund (small cap, mid cap, large cap)
Objective: Objective of stocks comprising the mutual fund (growth or value)
Assets: In millions of dollars Fees Sales charges (no or yes)
Expense Ratio: ratio of expenses to net assets in percentage
Risk: Risk-of-loss factor of the mutual fund (low, average, high)
2005 return: Twelve-month return in 2005
Three-year return: Annualized return, 2003 - 2005
Five-year return: Annualized return, 2001 - 2005

For 2005 return, three-year return, and five-year return,

a. Compute the mean, median, first quartile, and third quartile.
b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation. Compute skewness and
c. Construct a frequency distribution and draw histogram.
d. Construct cumulative relative distribution and draw an ogive.

You wish to compare small cap, mid cap, and large cap mutual funds. For each of these three groups, for the variables expe
a. Compute the mean, median, first quartile, and third quartile.
b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation.
c. Construct side-by-side box-and-whisker plots. Are the data skewed? If so, how?
d. What conclusions can you reach about differences between small cap, mid cap, and large cap mutual funds?

Due Date: 26.07.2015

mutual funds:

n. Compute skewness and kurtosis..

ups, for the variables expense ratio in percentage, 2005 return, three-year return, and five-year return,

n.

mutual funds?

Category
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
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Small Cap
Small Cap
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Small Cap
Small Cap
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Small Cap
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Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap

Objective Assets Fees Expense Ratio

Risk Return 2005 3-Year Return
Growth
576.80 No
1.43 High
2.3
21.3
Growth
152.60 Yes
0.94 High
4.4
13.6
Growth
1161.70 Yes
1.40 High
8.3
17.2
Growth
363.80 No
1.45 High
5.5
16.8
Growth
126.10 Yes
1.69 High
16.1
24.3
Growth
212.60 Yes
1.63 High
4.7
20.3
Growth
142.60 No
2.05 High
4.2
22.7
Growth
255.00 No
1.49 High
6.8
13.5
Growth
1200.00 No
1.18 High
7.0
23.3
Growth
61.20 No
1.53 High
5.9
22.4
Growth
5005.00 No
1.31 Low
5.7
20.8
Growth
569.50 No
1.54 High
10.8
24.1
Growth
154.80 Yes
1.19 High
6.1
21.8
Growth
217.10 Yes
1.37 High
10.3
20.0
Growth
79.90 Yes
1.23 High
-2.9
12.1
Growth
143.80 No
1.35 Average
17.3
27.3
Growth
161.30 No
0.99 High
8.3
22.1
Growth
94.40 No
1.52 High
-0.5
20.8
Growth
114.40 No
1.23 High
5.2
20.0
Growth
915.50 No
1.09 Average
13.0
26.1
Growth
10351.90 No
0.81 Low
13.1
26.0
Growth
210.20 No
1.16 High
13.1
21.4
Growth
135.50 Yes
1.32 High
6.4
17.1
Growth
149.30 No
1.09 High
1.7
17.3
Growth
427.70 No
1.24 High
8.4
20.9
Growth
69.70 No
1.40 High
-3.3
16.3
Growth
748.20 Yes
1.40 High
5.1
16.3
Growth
379.30 No
1.34 High
-0.7
14.5
Growth
677.00 No
0.95 High
6.6
19.1
Growth
130.60 No
1.31 High
7.2
20.2
Growth
842.30 No
1.59 Low
2.3
24.9
Growth
220.60 No
1.57 High
9.6
20.8
Growth
120.60 No
1.28 High
2.6
18.6
Growth
220.20 Yes
1.60 High
4.1
17.1
Growth
1030.40 No
1.48 High
4.9
18.5
Growth
157.60 Yes
1.63 High
8.6
19.5
Growth
658.20 Yes
1.15 High
4.5
19.9
Growth
138.20 Yes
1.21 Average
-0.1
18.0
Growth
665.00 No
0.83 Average
5.6
19.2
Growth
117.00 No
1.25 Average
4.3
25.1
Growth
168.10 Yes
1.45 High
20.5
27.8
Growth
125.00 Yes
1.43 High
10.0
23.7
Growth
1116.10 No
1.25 Average
12.0
24.0
Growth
254.50 No
1.33 High
9.2
28.1
Growth
2661.90 No
0.25 High
4.0
20.7
Growth
1303.50 No
0.25 Average
9.0
22.0
Growth
221.80 Yes
1.48 High
8.2
22.1
Growth
480.50 Yes
1.51 High
1.4
13.7
Growth
1327.80 No
0.90 High
1.6
23.0

Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
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Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap

Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth

75.00 Yes
425.40 No
420.20 No
262.40 Yes
111.80 No
499.50 Yes
165.40 No
305.40 No
413.00 No
69.50 No
140.20 No
162.20 No
1648.90 No
144.30 Yes
555.80 Yes
893.70 No
60.80 Yes
53.10 Yes
340.40 Yes
157.10 No
50.70 No
171.70 No
84.30 No
185.40 No
56.40 No
179.50 No
50.90 No
590.30 Yes
62.40 Yes
478.90 No
173.20 Yes
423.90 No
208.00 Yes
116.00 No
118.00 No
432.20 Yes
89.30 No
56.30 No
450.60 No
956.90 No
234.90 No
60.90 No
363.90 Yes
148.80 No
335.10 No
236.50 No
142.60 Yes
69.40 No
233.00 Yes
87.80 No

1.50 High
0.99 High
1.27 Average
1.72 High
1.55 High
1.20 High
2.66 High
1.30 High
1.62 High
1.60 High
1.25 High
1.55 High
0.86 Average
1.25 High
1.47 High
1.10 High
1.79 High
1.33 High
1.74 High
1.18 High
1.71 High
0.91 High
1.28 High
1.44 High
1.70 High
1.40 High
1.50 High
1.26 High
1.67 High
1.25 Low
1.58 High
1.03 High
1.79 Average
1.28 High
0.99 High
1.23 High
1.98 High
1.73 High
1.58 High
1.59 High
1.59 High
1.79 High
1.21 High
1.62 Low
1.25 High
1.50 High
1.45 High
0.26 High
1.72 High
1.25 High

5.3
6.7
5.3
0.5
2.7
11.9
2.3
-2.4
-2.8
10.8
13.2
8.7
0.3
13.2
4.6
13.5
12.4
2.3
11.3
8.1
15.2
7.8
7.6
2.7
12.7
6.7
5.8
1.3
4.6
14.5
9.7
4.9
6.3
6.2
2.4
10.5
9.2
-2.3
-1.6
0.7
6.7
3.6
4.8
6.4
6.9
18.5
5.2
8.7
9.1
10.5

17.0
20.1
19.5
19.3
23.4
18.4
15.8
18.7
18.7
20.9
19.9
23.5
19.3
22.4
14.5
24.9
24.7
17.6
30.9
26.0
21.3
19.6
16.0
22.3
34.0
18.9
20.1
13.6
21.7
29.9
20.8
22.8
21.3
23.6
18.2
20.3
24.3
17.4
16.4
19.4
25.8
18.4
22.2
22.3
13.8
19.4
16.4
22.6
23.3
19.5

Small Cap
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Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap

Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Growth
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value

6530.10 No
260.60 No
200.70 No
293.70 No
120.50 No
326.50 No
526.10 No
96.50 Yes
8303.30 No
1696.20 No
1223.50 No
656.30 Yes
581.90 No
1387.60 No
385.80 No
103.10 Yes
737.60 No
533.80 No
479.70 No
90.30 Yes
154.60 No
523.50 No
686.20 No
1705.50 Yes
1373.00 No
1330.30 No
4868.00 No
1700.00 No
256.10 Yes
179.40 No
1583.30 Yes
205.20 No
737.30 No
58.70 Yes
1059.10 No
436.70 Yes
385.30 No
378.50 No
238.00 Yes
497.50 No
380.70 No
409.80 Yes
246.60 Yes
406.30 Yes
171.80 No
335.20 No
1200.10 Yes
36517.20 No
95.00 No
360.90 No

0.87 High
1.25 High
1.03 High
1.20 High
1.00 High
1.34 Average
1.14 Low
1.60 High
0.57 High
0.23 Average
1.22 High
1.61 Average
2.18 Average
1.18 High
1.50 High
1.40 High
1.20 Low
1.20 High
1.49 High
1.46 High
1.30 Average
1.41 Low
1.22 Low
1.25 Low
1.16 Low
1.25 Low
1.03 Low
1.18 Low
1.59 Low
1.20 Low
1.40 Average
1.05 Low
0.73 Low
1.43 Low
0.88 Low
1.32 Low
1.23 Average
1.17 Low
1.42 Low
0.97 Average
1.32 Low
1.54 Low
1.51 Low
1.50 Low
1.18 High
1.24 Low
1.35 Low
0.94 Low
1.35 Average
0.99 Average

11.9
5.8
6.6
1.8
8.5
8.0
8.0
12.9
9.3
8.6
13.2
12.4
11.0
5.1
3.6
6.1
6.4
4.1
1.1
-2.3
2.3
3.9
-1.2
10.3
5.5
8.4
0.9
11.1
2.7
12.2
2.9
7.3
4.1
-1.6
6.3
5.3
3.1
8.7
8.1
10.6
6.0
8.6
12.9
3.1
7.2
8.8
10.4
8.7
-0.3
7.2

25.4
23.6
19.6
21.0
25.1
17.8
19.0
24.1
21.5
21.7
23.8
19.6
23.3
17.9
14.1
21.2
22.4
21.0
27.7
19.9
21.6
17.0
18.7
20.9
25.3
21.6
16.4
23.7
19.0
27.4
21.0
26.1
30.5
20.2
19.9
21.7
21.7
23.9
18.2
24.8
21.5
23.1
29.9
23.9
31.1
19.3
21.5
23.2
27.7
22.5

Small Cap
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Small Cap
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Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
Small Cap
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Small Cap
Small Cap

Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value

131.40 No
444.00 No
4360.90 Yes
450.20 Yes
529.30 Yes
741.70 No
57.30 Yes
250.40 No
1040.50 Yes
111.00 No
1576.50 No
277.60 No
70.40 Yes
562.10 No
50.50 No
2896.00 No
1636.50 No
79.20 Yes
78.90 No
1371.90 No
433.30 Yes
57.30 Yes
591.40 No
1000.50 Yes
229.00 No
371.60 No
2802.80 No
411.70 No
1713.60 Yes
339.70 No
65.80 No
774.40 No
313.30 No
497.90 Yes
235.20 No
1895.50 No
520.70 No
52.80 No
1414.50 Yes
137.40 Yes
144.30 Yes
378.10 Yes
462.10 Yes
265.10 No
3031.60 No
490.50 No
1513.70 No
1803.00 No
3276.00 No
551.20 No

1.28 Low
1.21 Low
0.91 Low
1.12 Low
1.35 Average
1.44 Low
1.24 Low
0.90 Low
1.48 Low
1.18 Low
1.20 Average
1.23 Low
1.58 Low
1.06 Low
1.86 High
0.25 Low
0.25 Average
1.76 Average
1.50 Low
1.02 Average
1.23 Average
1.22 Low
0.98 Low
1.52 Low
2.00 Low
0.96 Low
0.93 Low
0.90 Low
1.39 Low
1.18 Low
2.45 Average
2.02 Average
2.04 Low
1.33 Low
0.99 Low
1.04 Low
1.00 Average
1.50 High
1.35 Low
1.63 Low
1.40 Average
1.50 Average
1.38 Average
1.78 Low
1.40 High
1.47 Average
1.14 High
0.89 Low
1.14 Low
1.15 Low

11.3
9.5
10.9
12.2
9.1
5.9
9.3
4.5
3.2
8.7
2.0
1.3
5.1
11.3
4.8
4.5
5.9
3.5
7.5
8.9
14.4
-1.3
6.9
16.1
2.0
14.4
10.7
6.3
13.2
11.1
-2.5
9.0
7.1
7.9
8.4
16.4
8.1
2.0
11.7
8.0
6.7
11.4
6.8
7.5
9.7
11.5
4.8
12.5
17.1
-1.0

19.9
17.3
21.7
21.1
21.7
21.0
16.0
19.5
20.7
25.9
23.7
22.1
21.9
32.2
20.5
22.9
22.1
21.7
27.7
19.2
25.8
17.2
21.2
29.1
19.8
23.5
22.3
20.3
26.2
29.0
15.5
20.1
20.1
27.3
26.1
22.1
23.3
17.9
27.9
27.6
24.2
22.9
26.5
24.2
21.5
25.4
28.6
23.8
25.9
12.9

Small Cap
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Small Cap

Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value
Value

4273.70 No
57.80 No
2173.80 No
60.50 No
70.50 No
703.30 Yes
103.50 No
329.80 No
173.70 Yes
543.80 No
241.80 Yes
87.60 Yes
355.90 No
101.10 No
332.20 Yes
4800.40 No
321.30 No
67.00 No
231.90 No
55.70 No
1999.10 No
57.60 No
427.40 No
125.10 No
147.00 Yes
3473.30 No
93.50 No
722.80 No
2056.60 No
57.60 No

1.15 Low
1.49 Average
1.49 Low
1.10 Average
1.82 Low
1.29 Low
1.14 Average
1.04 Low
1.75 Average
1.47 Low
1.18 Low
2.20 Low
1.47 Low
0.26 Low
1.72 Average
0.86 Low
1.08 Low
1.30 Average
1.07 Low
1.65 Average
1.14 Low
1.41 High
0.96 Low
1.40 Average
1.45 Low
0.23 Average
1.35 Low
1.72 Average
1.40 Average
1.23 Average

8.2
8.7
11.9
9.8
3.8
9.7
2.9
1.4
-3.1
10.9
6.6
6.6
10.9
5.9
0.6
8.7
3.8
-2.6
7.3
5.1
11.1
-5.0
5.6
7.0
7.8
8.1
5.4
4.8
15.0
0.7

18.2
21.8
34.7
42.3
21.0
25.2
21.4
21.1
20.3
22.1
21.0
23.5
28.0
19.5
20.6
23.1
21.7
18.7
25.8
21.5
23.3
16.6
22.1
28.1
20.8
21.8
19.6
25.3
27.1
16.4

5-Year Return
-2.8
0.0
0.0
-2.9
-0.9
0.8
1.2
-4.4
8.5
2.5
11.7
13.5
-3.1
5.5
-0.6
12.3
1.6
2.2
-1.8
14.3
13.0
2.4
0.3
1.5
1.1
-1.1
1.3
-3.8
2.9
2.8
21.5
6.7
2.9
-2.0
5.8
4.5
3.9
5.2
6.7
8.5
4.1
0.9
15.3
10.9
2.0
8.6
2.4
-2.9
3.6

1.2
5.1
7.3
-11.9
6.6
1.7
-2.4
4.3
3.4
-1.6
5.0
7.9
9.9
3.4
-1.1
5.9
-8.6
2.0
15.2
11.9
-3.3
7.2
-1.8
6.9
19.8
-9.9
0.8
-0.4
2.7
24.2
-3.0
7.4
7.1
0.3
-0.7
5.1
5.8
-4.6
-0.4
-5.8
5.5
-4.9
2.7
10.6
0.9
-2.0
-4.3
0.6
3.7
2.2

7.0
0.5
4.6
2.6
-0.5
5.7
8.5
-3.1
6.3
8.6
0.2
6.5
19.3
9.3
7.4
1.9
10.9
4.7
16.8
-4.7
12.7
18.3
11.9
16.6
18.4
15.8
11.3
15.8
9.2
19.9
10.5
16.6
23.7
13.5
13.5
12.4
12.7
14.1
11.1
15.2
17.0
14.2
20.3
14.4
11.2
13.0
14.5
17.3
20.7
10.7

15.3
12.5
14.8
21.1
13.4
11.9
8.5
10.9
14.4
12.8
16.8
18.7
12.6
25.0
9.5
13.3
11.8
11.2
16.5
11.4
11.7
11.1
14.9
17.5
14.4
12.3
13.2
11.4
14.0
18.8
9.0
11.3
10.8
18.2
21.1
14.6
13.2
3.2
16.0
18.8
5.9
12.9
14.4
18.9
13.4
16.0
15.7
15.3
15.1
16.8

13.3
12.0
23.6
24.0
14.1
14.9
11.3
13.1
10.8
14.0
13.3
14.2
16.0
13.3
11.7
17.4
17.6
9.1
16.5
9.8
14.0
8.3
12.4
14.7
11.5
11.9
8.4
17.1
17.9
10.7

Q.(C)
1

DIFFERENCES

BOX AND WHISKER FOR EXPENSE RATIO

LARGE CAP MID CAP
MIN
Q1
MEDIAN
Q3
MAX

0.15
0.92
1.14
1.345
2.67

SMALL CAP
0.23
1
1.225
1.4
2.93

0.23
1.15
1.31
1.5
2.66

Large Cap
0.15
0.77
0.22
0.205
1.325

DIFFERENCES

BOX AND WHISKER FOR 2005 RETURNS

LARGE CAP MID CAP
MIN
Q1
MEDIAN
Q3
MAX

-5.1
4
6.3
9.05
21.6

SMALL CAP

-3.6
6.75
10
12.375
25.3

-5
4
6.7
9.7
20.5

Large Cap
-5.1
9.1
2.3
2.75
12.55

DIFFERENCES

BOX AND WHISKER FOR 3 - YEAR RETURNS

LARGE CAP MID CAP
MIN
Q1
MEDIAN
Q3
MAX

6.7
12.6
14.7
16.8
31.3

SMALL CAP

11.8
17.175
20.1
22.2
40.5

12.1
19.4
21.5
23.8
42.3

Large Cap
6.7
5.9
2.1
2.1
14.5

DIFFERENCES

BOX AND WHISKER FOR 5 - YEAR RETURNS

LARGE CAP MID CAP
MIN
Q1
MEDIAN
Q3
MAX

-26.5
-2.85
1
3.8
26.5

SMALL CAP
-13.3
-1.3
3.2
9.1
24.1

-11.9
2.6
10.6
14.2
25

Large Cap
-26.5
23.65
3.85
2.8
22.7

DIFFERENCES
Mid Cap

Chart Title

Small Cap

0.23
0.77
0.225
0.175
1.53

0.23
0.92
0.16
0.19
1.16

Row 6

DIFFERENCES
Mid Cap

Small Cap

-3.6
10.35
3.25
2.375
12.925

-5
9
2.7
3
10.8

DIFFERENCES
Mid Cap

Small Cap

11.8
5.375
2.925
2.1
18.3

12.1
7.3
2.1
2.3
18.5

DIFFERENCES
Mid Cap
-13.3
12
4.5
5.9
15

Small Cap
-11.9
14.5
8
3.6
10.8

Row 7

Row 8

Row 9

Row 10

10

Q. (A, B)
Large Cap

2005 Returns

Expense Ratio
Mean
Median

1.1484875847
1.14

6.727765237
6.3

1st Quartile (Q1)

0.92

3rd Quartile (Q3)

1.345

9.05

Range
Standard Deviation
Variance
Interquartile Range
Coefficient of Variation
Skewness
Kurtosis

2.52
26.7
0.3962906072 4.0848861128
0.1570462453 16.6862945544
0.425
5.05
0.345054324

0.6071683492

0.4014194435
1.4637979883

0.5514572413
0.7276274975

Mid Cap

2005 Returns

Expense Ratio
Mean
Median

1.2428313253
1.225

9.7698795181
10

1st Quartile (Q1)

6.75

3rd Quartile (Q3)

1.4

12.375

Range
Standard Deviation
Variance
Interquartile Range

2.7
28.9
0.417166065 4.7052837498
0.1740275258 22.1396951662
0.4
5.625

Coefficient of Variation

0.3356578294

0.481611236

Skewness
Kurtosis

0.5623598382
2.2604343278

0.2312451364
0.6042993595

3-Year Return

5-Year Return

14.8586907449
14.7

0.4934537246
1

12.6

-2.85

16.8

3.8

24.6
3.4796000265
12.1076163445
4.2

53
4.8427999232
23.4527110966
6.65

0.23417945

9.8140913358

0.8240928837
2.2880616314

-0.1134696435
2.9506001002

Small Cap

Mean
Median
1st Quartile (Q1)
3rd Quartile (Q3)

3-Year Return
20.1445783133
20.1

5-Year Return
3.6608433735
3.2

Range
Standard Deviation
Variance
Interquartile Range
Coefficient of Variation
Skewness

17.175

-1.3

22.2

9.1

28.7
4.1472956209
17.2000609668
5.025

37.4
6.7157230912
45.1009366381
10.4

0.2058765171

1.8344743017

1.18578643
3.7221520929

-0.0412491842
-0.3240255568

Kurtosis

Small Cap

2005 Returns

Expense Ratio

3-Year Return

5-Year Return

1.3094759825
1.31

6.7733624454
6.7

21.7903930131
21.5

8.7441048035
10.6

1.15

19.4

2.6

1.4

12.375

22.2

9.1

2.43
25.5
0.417166065 4.7052837498
0.1270206861 21.1899891306
0.25
8.375

30.2
4.1472956209
17.0198203696
2.8

36.9
6.7157230912
54.536875727
6.5

0.6946747332

0.190326793

0.7680286596

-0.2601691307 -0.0087587785

0.7873851241

-0.2365025859

2.4075715622 -0.0413541017

2.5410794563

-0.6075615094

0.318574812

Q.(A)
2005 Returns
Median
Mean
1st Quartile
3rd Quartile

3-year Return 5-year Return

6.9
7.3428400955
4.3
10.3

17.2
17.8
14.1
21.075

2.5
3.3755369928
-1.6
7.4

Q.(B)
2005 Returns
Min
Max

-5.1
25.3

6.7
42.3

-26.5
26.5

Range

30.4

35.6

53

6.975

20.4527589983 24.472410501

48.5186497713

Standard Deviation

4.5224726642 4.946959723

6.9655329854

Coefficient of Variation

0.6159023764 0.2779190856

2.0635332986

Skewness

0.3549363136 0.6595468462

0.3988457748

Kurtosis

0.4555621759 1.0381248461

0.2789359787

Interquartile Range
Variance

Q.(C, D)

3-year Return 5-year Return

1) 2005 Returns
Bins

Labels
-5 from -9.9 to -5.0
0 from -4.9 to 0.0
5 from 0.1 to 5.0
10 from -5.1 to 10.0
15 from 10.1 to 15
20 from 15.1 to 20
25 from 20.1 to 25
30 from 25.1 to 30

Total

Frequency
2
33
230
354
172
40
6
1

Relative Frequency
0.0023866348
0.0393794749
0.2744630072
0.4224343675
0.2052505967
0.0477326969
0.0071599045
0.0011933174

838

1) 2005 Returns - HISTOGRAM

2005 Returns

2005 Returns

1) 2005 Returns - OGIVE

Cumulative Relative Frequency

2) 3-Year Return
Cumulative Relative Frequency
0.0023866348
0.0417661098
0.3162291169
0.7386634845
0.9439140811
0.991646778
0.9988066826
1

Bins

Labels
5 from 0.0 to 5.0
10 from 5.1 to 10.0
15 from 10.1 to 15.0
20 from 15.1 to 20.0
25 from 20.1 to 25.0
30 from 25.1 to 30.0
35 from 30.1 to 35.0
40 from 35.1 to 40.0
45 from 40.0 to 45.0
Total

2) 3-Year Return - HISTOGRAM

3-Year Return

3-Year Return

2) 3-Year Return - OGIVE

Cumulative Relative Frequen

Frequency
0
29
236
304
206
49
12
0
2

Relative Frequency Cumulative Relative Frequency

0
0
0.0346062053
0.0346062053
0.2816229117
0.3162291169
0.3627684964
0.6789976134
0.245823389
0.9248210024
0.0584725537
0.9832935561
0.0143198091
0.9976133652
0
0.9976133652
0.0023866348
1

838

3-Year Return

3-Year Return

ulative Relative Frequency

3) 5-Year Return
Bins

Labels
-20 from -30.0 to -20.0
-10 from -19.9 to -10.0
0 from -10.1 to 0.0
10 from 0.1 to 10.0
20 from 10.1 to 20.0
30 from 20.1 to 30.0

Total

Frequency Relative Frequency

1
6
277
403
139
12

0.0011933174
0.0071599045
0.330548926
0.4809069212
0.1658711217
0.0143198091

838

3) 5-Year Return - HISTOGRAM

5-Year Return

5-Year Return

3) 5-Year Return - OGIVE

Cumulative Relative Frequency

Cumulative Relative Frequency

0.0011933174
0.008353222
0.338902148
0.8198090692
0.9856801909
1

equency