FIN 340 Module Two Activity Guidelines and Rubric

Annualized Returns

Calculates the annualized returns based on the monthly average return for S&P 500 ETF (SPY), Coca- Cola, and Netflix, supporting each calculation by showing the work involved with no errors (100%)

Calculates the annualized returns based on the monthly average return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, but calculations contain errors, or work to support calculations is

not shown (75%)

Does not calculate the annualized returns based on the monthly average return for S&P 500 ETF (SPY), Coca-Cola,

and Netflix, or provide evidence of the work to

support each calculation (0%)

14

Standard Deviation of Monthly Returns

Calculates the standard deviation of monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, supporting each calculation by showing the work involved with no errors (100%)

Calculates the standard deviation of monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, but calculations contain errors, or work to support calculations is not shown (75%)

Does not calculate the standard deviation of monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, or provide evidence of the work to support each calculation

(0%)

14

Annualized Standard Deviation

Calculates the annualized standard deviation based on standard deviation of monthly returns, supporting each calculation by showing the work involved with no

errors (100%)

Calculates the annualized standard deviation based on standard deviation of monthly returns, but calculations contain errors, or work to support

calculations is not shown (75%)

Does not calculate the annualized standard deviation based on standard deviation of monthly returns, or provide evidence of the work to

support each calculation (0%)

14

Differences in Returns and Standard Deviations

Meets “Proficient” criteria, and comparison demonstrates a deep understanding of the content (100%)

Compares the differences in returns and standard deviations of the sets of data and discusses their investment implications (85%)

Compares the differences in returns and standard deviations of the three sets of data and discusses their investment implications, but comparison is inaccurate and/or incomplete

(55%)

Does not compare the differences in returns and standard deviations of the three sets of data or discuss their investment implications (0%)

20

Articulation of Response

Meets “Proficient” criteria and is presented in a professional and easy-to-read format (100%)

Submission is well-organized, clear, concise, convincing, and free of errors in spelling, syntax, or grammar, with relevant sources that are authoritative and properly cited

(85%)

Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of

main ideas (55%)

Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas (0%)

10

Total

100%