Question: What is the annualized average monthly return for the SPY over the sample period using the Effective Annual Rate (EAR) method? What is the annualized

What is theannualizedaverage monthly return for the SPY over the sample period using the Effective Annual Rate (EAR) method?

What is the annualized average monthly return for the SPXL over the sample period using the Effective Annual Rate (EAR) method?

What is the annualized average monthly return for 3xSPY (the "true" triple leveraged ETF) over the sample period using the Effective Annual Rate (EAR) method?

What is the annualized standard deviation in monthly returns for SPY over the sample period?

What is the annualized standard deviation in monthly returns for SPXL over the sample period?

What is the annualized standard deviation in monthly returns for 3xSPY (the "true" triple leveraged ETF) over the sample period?

What is the annualized average monthly tracking error between the SPXL and 3xSPY (the "True" triple leveraged ETF) over the sample period using the Effective Annual Rate (EAR) method?

What is the future value of a one-time $10,000 investment in the SPY that accrues at the annualized average return for 35 years?

What is the future value of a one-time $10,000 investment in the SPXL that accrues at the annualized average return for 35 years?

What is the future value of a one-time $10,000 investment in the 3xSPY (the "true" triple leveraged ETF) that accrues at the annualized average return for 35 years?

12/1/2008 68.28 2.42
1/1/2009 63.19 1.83
2/1/2009 56.40 1.27
3/1/2009 60.66 1.50
4/1/2009 67.16 1.98
5/1/2009 71.09 2.29
6/1/2009 70.65 2.27
7/1/2009 76.34 2.78
8/1/2009 79.16 3.08
9/1/2009 81.58 3.42
10/1/2009 80.40 3.16
11/1/2009 85.35 3.30
12/1/2009 86.51 3.99
1/1/2010 83.82 3.55
2/1/2010 86.43 3.88
3/1/2010 91.32 4.53
4/1/2010 93.11 4.87
5/1/2010 85.71 3.71
6/1/2010 80.90 3.05
7/1/2010 86.83 3.70
8/1/2010 82.93 3.21
9/1/2010 89.87 4.11
10/1/2010 93.80 4.61
11/1/2010 93.80 4.61
12/1/2010 99.55 5.59
1/1/2011 102.41 5.95
2/1/2011 105.96 6.57
3/1/2011 105.52 6.55
4/1/2011 109.05 7.13
5/1/2011 107.82 6.86
6/1/2011 105.48 6.45
7/1/2011 103.88 5.99
8/1/2011 98.17 4.68
9/1/2011 90.89 3.62
10/1/2011 101.33 4.85
11/1/2011 100.92 4.67
12/1/2011 101.33 4.75
1/1/2012 106.70 5.46
2/1/2012 111.33 6.17
3/1/2012 114.41 6.73
4/1/2012 114.15 6.57
5/1/2012 107.29 5.40
6/1/2012 111.07 5.95
7/1/2012 112.96 6.14
8/1/2012 115.79 6.55
9/1/2012 118.10 7.05
10/1/2012 116.57 6.61
11/1/2012 117.23 6.68
12/1/2012 117.44 6.85
1/1/2013 124.33 7.92
2/1/2013 125.92 8.16
3/1/2013 130.12 9.09
4/1/2013 133.21 9.60
5/1/2013 136.35 10.25
6/1/2013 133.83 9.67
7/1/2013 141.49 11.31
8/1/2013 137.24 10.25
9/1/2013 140.90 11.26
10/1/2013 148.14 12.77
11/1/2013 152.53 13.90
12/1/2013 155.64 14.95
1/1/2014 150.97 13.34
2/1/2014 157.84 15.19
3/1/2014 158.46 15.50
4/1/2014 160.26 15.75
5/1/2014 163.98 16.76
6/1/2014 166.57 17.82
7/1/2014 165.12 17.02
8/1/2014 171.63 19.06
9/1/2014 168.48 18.20
10/1/2014 173.25 19.31
11/1/2014 178.01 20.91
12/1/2014 176.58 20.56
1/1/2015 172.30 18.66
2/1/2015 181.98 21.89
3/1/2015 178.33 20.73
4/1/2015 180.88 21.27
5/1/2015 183.21 22.00
6/1/2015 178.62 20.62
7/1/2015 183.54 21.88
8/1/2015 172.36 17.74
9/1/2015 167.09 16.19
10/1/2015 182.25 20.54
11/1/2015 182.91 20.66
12/1/2015 178.69 19.43
1/1/2016 170.80 16.38
2/1/2016 170.66 16.15
3/1/2016 181.21 19.59
4/1/2016 182.86 19.75
5/1/2016 185.97 20.67
6/1/2016 185.65 20.62
7/1/2016 193.42 22.93
8/1/2016 193.65 22.93
9/1/2016 192.69 22.78
10/1/2016 190.31 21.49
11/1/2016 197.32 23.83
12/1/2016 200.14 25.26
1/1/2017 204.92 26.52
2/1/2017 212.97 29.67
3/1/2017 212.31 29.62
4/1/2017 215.35 30.42
5/1/2017 218.39 31.55
6/1/2017 218.72 32.00
7/1/2017 224.30 33.88
8/1/2017 224.96 33.94
9/1/2017 228.36 35.84
10/1/2017 234.90 38.32
11/1/2017 242.08 41.70
12/1/2017 243.77 41.56
1/1/2018 258.82 50.51
2/1/2018 249.41 44.07
3/1/2018 241.61 40.23
4/1/2018 243.83 40.17
5/1/2018 249.76 42.78
6/1/2018 250.07 43.40
7/1/2018 260.50 47.95
8/1/2018 268.81 52.39
9/1/2018 269.19 52.95
10/1/2018 251.72 42.01
11/1/2018 256.39 43.82
12/1/2018 232.46 32.13
1/1/2019 252.54 40.12
2/1/2019 260.73 43.83
3/1/2019 264.28 45.98
4/1/2019 276.29 51.42
5/1/2019 258.67 41.81
6/1/2019 275.33 50.49
7/1/2019 280.85 52.59
8/1/2019 276.15 49.08
9/1/2019 280.23 51.72
10/1/2019 287.75 54.62
11/1/2019 298.16 60.53
12/1/2019 305.32 65.34
1/1/2020 306.70 65.03
2/1/2020 282.42 49.90
3/1/2020 245.71 25.86
4/1/2020 278.54 35.49
5/1/2020 291.81 40.24
6/1/2020 295.68 41.51
7/1/2020 314.48 48.91
8/1/2020 336.43 59.63
9/1/2020 322.54 52.33
10/1/2020 315.75 47.84
11/1/2020 350.10 64.69
12/1/2020 361.53 71.80
1/1/2021 359.37 69.22
2/1/2021 369.36 74.67
3/1/2021 384.87 84.57
4/1/2021 406.56 98.27
5/1/2021 409.23 99.60
6/1/2021 417.05 106.10
7/1/2021 428.63 113.41
8/1/2021 441.38 123.57
9/1/2021 419.47 106.54
10/1/2021 450.34 129.69
11/1/2021 446.72 126.25
12/1/2021 465.74 142.82
1/1/2022 442.73 120.36
2/1/2022 429.66 108.43
3/1/2022 444.43 119.41
4/1/2022 406.68 89.05
5/1/2022 407.60 87.17
6/1/2022 372.38 65.38
7/1/2022 408.43 84.30
8/1/2022 391.76 73.07
9/1/2022 354.09 53.47
10/1/2022 384.44 65.87
11/1/2022 405.82 75.44
12/1/2022 380.68 61.98
1/1/2023 390.58 65.88


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