Annual Percentage Return Assignment | Homework For You
Use the following charts to answer the questions below:
| Stock Indexes | |||||
| Switzerland | Mexico | India | Japan | France | |
| February, 2015 | 9,014.53 | 44,190/17 | 29,220.12 | 18,797.94 | 4,951.48 |
| February, 2019 | 9,388.94 | 42,823.81 | 35,867.44 | 21,385.16 | 5,240.53 |
| February, 2020 | 9,831.03 | 41,324.31 | 38,297.29 | 21,142.96 | 5,309.90 |
| Exchange-Rates | |||||
| Switzerland (SF/USD) | Mexico (Pesos/USD) | India (Rupees/USD) | Japan (Yen/USD) | France ($/Euro) | |
| February, 2015 | 0.9361 | 14.9170 | 61.9905 | 118.7600 | 1.1350 |
| February, 2019 | 1.0014 | 19.1953 | 71.1739 | 110.4400 | 1.1349 |
| February. 2020 | 0.9762 | 18.8423 | 71.5295 | 110.0295 | 1.0911 |
1. For each country, report the stock index values and ex-rates for February, 2019 and February, 2020.
2. Calculate the annual percentage return for each stock market from February, 2019 – February, 2020, measured in local currency. Use the standard percentage return formula: [(P2 – P1)/P1] x 100.
3. For each currency, calculate the annual percentage change from February, 2019 to February, 2020 using the exchange rate exactly as quoted, and for each currency separately, clearly explain in a full sentence or two whether each of the foreign currencies appreciated or depreciated versus the dollar.
4. Calculate the effective, annual US dollar return for a U.S. investor who had invested money in the stock markets of each of the five countries last year (February 2019 – February 2020), using the formula: Effective dollar return = % foreign stock market return +/- %CHG in the foreign currency.Get Finance homework help today
