T

CFA Level 1 Exam

3959 Questions

You can start the exam to practice all questions related to this exam.

Question No. 1

Consider the following transactional information for the investment account of a retail investor:

 
1st Quarter
Ending portfolio value: $65,000
Total amount invested: $59,000
2nd Quarter
Ending portfolio value: $63,500
Total amount invested: $65,000
3rd Quarter
Ending portfolio value: $60,900
Total amount invested: $63,500
4th Quarter
Ending portfolio value: $57,200
Total amount invested: $60,900
Using this information, what is the annual time-weighted rate of return for this portfolio? Assume no taxes or transaction charges.
Choose the correct option from the given list.
01 / 3959

0 Discussions

Trending Exams