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Fund Types: 5-Year Returns & Ratios Analysis

The document contains data on fund types (DE=Domestic Equity, FI=Fixed Income, IE=International Equity) and their 5-year average returns and expense ratios. It shows that DE and IE funds tend to have higher returns than FI funds. A scatter plot shows that 5-year average return increases with net asset value. Most DE and IE funds have larger expense ratios than FI funds.

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Idris Ibrahimov
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29 views7 pages

Fund Types: 5-Year Returns & Ratios Analysis

The document contains data on fund types (DE=Domestic Equity, FI=Fixed Income, IE=International Equity) and their 5-year average returns and expense ratios. It shows that DE and IE funds tend to have higher returns than FI funds. A scatter plot shows that 5-year average return increases with net asset value. Most DE and IE funds have larger expense ratios than FI funds.

Uploaded by

Idris Ibrahimov
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

QUESTION 1

PART A Rows will represent Fund Type and columns will show 5 year average return ,accordingly.

Fund type 0-9.99 10-19.99 20-29.99 30-39.99


DE 1 25 1 0
FI 9 1 0 0
IE 0 2 3 2
Total 10 28 4 2

Part B

5 Year average return Frequency


0-9.99 10
10-19.99 28
20-29.99 4
30-39.99 2
40-49.99 0
50-59.99 1
Total 45

Part D

Answer: From the margin of crosstabulation, we can find frequency distributions

Part E

Answer: It seems that there is connection between the fund type and the average return over the past five years since freq
In addition, The International Equity funds has higher returns and Fixed Income funds has lower returns.

Question 2

Part 1 Rows will represent Fund Type and columns will show Expense ratio ,accordingly.

Fund type 0.25-0.49 0.50-0.74 0.75-0.99 1.00-1.24


DE 2 3 5 10
FI 6 3 0 0
IE 0 1 2 4
Total 8 7 7 14
Part 2 For finding percent frequency, we should multiple relative frequency of each class with 100

Expense ratio Frequency Percent frequency


0.25-0.49 8 (8/45)*100=17.78
0.50-0.74 7 15.56
0.75-0.99 7 15.56
1.00-1.24 14 31.11
1.25-1.49 9 20
Total 45 100%

Part 3

Answer: From the table, we can see that mostly Domestic Equity and International Equity have larger expense ratio than th

Part 4

Fund Type Net Asset Value 5-Year Average Return (%) 5-Year Average return is on the h
DE 28.88 12.39
IE 14.37 30.53
FI 10.73 3.34
DE 24.94 10.88 80
DE 46.39 11.32 70
IE 25.52 24.95 60
DE 16.92 15.67
50

Net Asset
DE 50.67 16.77
40
DE 36.58 18.14
30
DE 35.73 15.85
DE 15.29 17.25 20

DE 24.32 17.77 10
DE 13.47 17.23 0
FI 12.51 4.31 0

DE 31.86 18.23
DE 73.11 17.99
FI 12.58 4.41
IE 48.39 23.46
DE 45.6 13.5
FI 8.6 2.76
DE 39.85 14.4
FI 10.95 4.63
DE 49.81 16.7
DE 23.59 12.46
DE 32.26 12.81
IE 54.83 12.31
DE 15.3 15.31
FI 10.56 5.14
DE 17.44 15.16
IE 27.86 32.7
DE 31.92 15.33
DE 40.37 9.51
FI 10.68 13.57
DE 26.27 23.68
IE 53.89 51.1
DE 22.46 16.91
IE 24.07 15.91
DE 37.53 15.46
FI 12.1 4.31
DE 24.42 13.41
IE 23.71 21.77
FI 10.37 4.25
FI 15.68 2.37
DE 32.58 17.01
DE 35.41 13.98

Part 5

Answer: From the drawn scatter diagram is it obtained that trendline is going upwards. Therefore, 5-Year Average returns
average return ,accordingly.

40-49.99 50-59.99 Total


0 0 27
0 0 10
0 1 8
0 1 45

Part C

Fund type Frequency


DE 27
FI 10
IE 8
Total 45

ver the past five years since frequency is not roughly the identical in each row or in each column of the crosstabulation.
ower returns.

e ratio ,accordingly.

1.25-1.49 Total
7 27
1 10
1 8
9 45
5-Year Average Return (%)

0 10 20 30 40 50 60
5 Year average
rosstabulation.

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