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Homework answers / question archive / FIN 340 Module Two Activity Guidelines and Rubric Overview: This activity will help you gather and analyze data relating to returns and standard deviations
FIN 340 Module Two Activity Guidelines and Rubric
Overview: This activity will help you gather and analyze data relating to returns and standard deviations.
Prompt: Use Yahoo! Finance to get monthly pricing for the S&P 500 ETF (SPY), Coca-Cola, and Netflix for the past five years. Use the provided instructions to complete this activity.
Specifically, the following critical elements must be addressed:
Guidelines for Submission: You must submit a completed Excel spreadsheet that fulfills the requirements outlined in the Module Two Activity Instructions document.
|
Critical Elements |
Exemplary |
Proficient |
Needs Improvement |
Not Evident |
Value |
|
Monthly Returns |
|
Calculates the 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 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 monthly returns for S&P 500 ETF (SPY), Coca-Cola, and Netflix, or provide evidence of the work to support each calculation (0%) |
14 |
|
Average Monthly Return |
|
Calculates the average monthly 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 average monthly 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 average monthly return for S&P 500 ETF (SPY), Coca-Cola, and Netflix, or provide evidence of the work to support each calculation (0%) |
14 |
|
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% |
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