Instructions

$1.$ Open a new Excel workbook in which you can aggregate all of the data and make the necessary

calculations.

$2.$ Go to Morningstar $($not investor.morningstar.com$).$ Complete the following steps for KO$,$ NFLX$,$

and SPY:

A$.$ At the top left of the screen, enter the company stock ticker.

i$.$ For Coca$-$Cola, search KO$.$ Click the linked title Coca$-$Cola Co$.$ Then click on Price

vs Fair Value.

ii$.$ For Netflix, search NFLX$.$ Click the linked title Netflix Inc. Then click on Price vs

Fair Value.

iii. For SPY$,$ search SPY$.$ Then click the linked title SPDR S&P $500$ ETF Trust. Click on

Quote.

$3.$ Open an Excel spreadsheet.

$4.$ Create a table.

A$.$ Title the table Annual Total Return.

B$.$ Create four columns. From left to right, the columns should be titled Year, KO$,$ NFLX$,$

SPY$.$

C$.$ In the Year column, enter the past $10$ years in ascending order.

$5.$ Below the table, skip one row. Then add a new table with two rows with the following titles:

A$.$ AVG $($for average annual return$)$

B$.$ SD $($for standard deviation$)$

$6.$ Copy data from Morningstar to the Excel table.

A$.$ For KO$,$ NFLX$,$ and SPY$,$ enter the return data for each of the past $10$ years next to the

corresponding year in the table.

B$.$ Calculate the following:

i$.$ The average annual return for the past $10$ years

ii$.$ The standard deviation for the past $10$ years

C$.$ Enter the average annual return for each stock into the row of the lower table titled

AVG.

D$.$ Enter the standard deviation for each stock into the row of the lower table titled SD$.$