1. Each investment return must also be compared to a comparable benchmark to assess if the investment has over- or underperformed during the last 12 months. You can compare the last 12-month return of your investment to the last 12-month return of a bond index when the investment is a bond, a large stock market index when the investment is a stock, or individual stocks when the investment is a stock, and so on. Find a comparable benchmark and enter the difference between the portfolio investment's return and the benchmark in column L.

Specifically, you must address the following rubric criteria:

• Analyze past portfolio performance. Include the following in your calculations:
  • Quantitative assessments from:
    • Annual return
    • Risk-adjusted return
    • Five-year return
    • Annual return versus appropriate benchmark
• Compare portfolio investments to relevant benchmarks. Include the following in your calculations and summary:
  • Identify benchmarks for existing investments to be compared to, and identify the reason for benchmark selection.
  • Discuss return data on investments within the portfolio.
  • Identify over- and underperforming investments in relation to each benchmark

Excel File Edit View Insert Format Tools Data Window Help Q @ Sun Jun 16 1:08 PM AutoSave MAP ? C ... 3 FIN 450 Project Template Home Insert Draw Page Layout Formulas Data Review View Automate Comments Share re v Calibri (Body) 11 AA General Insert v Paste BIUV A Delete E V $ ~ % 9 Conditional Format Cell Sort & Find & Add-ins Styles Format v Analyze Formatting as Table Filter Select Data BZ X V fx D G H M U.S. Treasury 10-Year Bond Rate N 4.42% P Profile 1 - Kayla Holding Ticker 12 $ Amount Held In Portfolio Weight Held In Portfolio Last Closing Price Closing Price One Year Prior Last 12 Months Return Risk Adjusted Return Five Year Return Annual Return vs. Appropriate Benchmark Dividend Yield Beta 13 Cash N/A 15,000.00 15.54% N/A N/A N/A N/A Intermediate- N/A N/A N/A N/A Term Treasur 14 ETF VGIT 25,000.00 25.91% 57.93 $ 54.21 6.86% Vanguard Total 2.44% -0.17% -2% 39 0.78 Stock Market ETF VTI 15,000.00 15.54% Black Rock Equit S 262.56 $ 08.19 26.12% 21.70% 12.34% 20% 1% 1.01 16 Dividend Fund MADVX 15,000.00 15.54% $ 20.11 $ 18.76 7.20% 2.78% 7.10% 14% 2% 0.9 17 Johnson & Johson JN 6,500.00 6.74% 154.64 $ 58.48 -2.42% -6.84% 28.23% 0.04% 3% 0.55 18 Pfizer PEE 6,500.0 6.74% 28.64 $ 36.48 -21.49% -25.91% 1.59% -18% 6% 0.58 19 Bank of America BAC 6,500.00 6.74% 39.29 28.47 38.00% 33.58% 17.51% 48% 2% 1.38 20 Walmart WMT 3,000.00 3.11% 64.65 $ 50.49 28.05% 23.63% 92.70% 31% 1% 0.49 21 CVS Health CVS 4,000.00 4.15% 57.68 $ 69.31 -16.78% -21.20% 27.57% -11% 0.7 96,500.00 100.00% Calculations + Ready Accessibility: Good to go FIN 29 + 87% 30 31 32 Student + Ready Accessibility: Good to go + 100% 100 78 C JUN 52,390 16 4 tv