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The quarterly returns on a portfolio are as follows:Quarter 1 2 3 4Return 20% -20% 10% -10%The time-weighted rate of return of the portfolio is closest to:

Question

The quarterly returns on a portfolio are as follows:Quarter 1 2 3 4Return 20% -20% 10% -10%The time-weighted rate of return of the portfolio is closest to:
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Solution 1

To calculate the time-weighted rate of return, we need to consider each period's return and compound them. Here are the steps:

  1. Convert each quarter's return to a decimal. For example, 20% becomes 1.20, -20% becomes 0.80, 10% becomes 1.10, and -10% becomes 0.90.

  2. Multiply all these numbers tog Knowee AI is a powerful AI-powered study tool designed to help you to solve study problem.

Knowee AI  is a powerful AI-powered study tool designed to help you to solve study problem.
Knowee AI  is a powerful AI-powered study tool designed to help you to solve study problem.
Knowee AI  is a powerful AI-powered study tool designed to help you to solve study problem.
Knowee AI  is a powerful AI-powered study tool designed to help you to solve study problem.
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