Nicholas Grammas is an investment analyst examining the performance of two mutual funds with Janus Capital Group: the Janus Balanced Fund and the Janus Overseas Fund. The Janus Balanced Fund (JANBX): This “core” fund consists of stocks and bonds and its goal is diversification. It has historically produced solid long-term returns through different market cycles. The Janus Overseas Fund (JAOSX): This fund invests in overseas companies based on their individual merits instead of their geography or industry sector. The following table reports a portion of the annual returns (in percent) for these two funds from 2000–2016. Year. Balanced. Overseas 2000 -2.16 -18.57 2001 -5.04 -23.11 2002 -6.56 -23.89 2003 13.74 36.79 2004 8.71 18.58 2005 7.75 32.39 2006 10.56 47.21 2007 10.15 27.76 2008 -15.22 -52.75 2009 24.28 78.12 2010 7.83 19.28 2011 1.44 -32.78 2012 13.07 12.42 2013 19.72 12.1 2014 8.46 -13.72 2015 0.60 -8.55 2016 4.51 -6.91 In a report, use the above information to Describe the similarities and differences in these two funds’ returns. Examine whether the risk of one fund is different from the risk of the other fund at the 5% significance level. Discuss the assumptions made for the analysis.
Unitary Method
The word “unitary” comes from the word “unit”, which means a single and complete entity. In this method, we find the value of a unit product from the given number of products, and then we solve for the other number of products.
Speed, Time, and Distance
Imagine you and 3 of your friends are planning to go to the playground at 6 in the evening. Your house is one mile away from the playground and one of your friends named Jim must start at 5 pm to reach the playground by walk. The other two friends are 3 miles away.
Profit and Loss
The amount earned or lost on the sale of one or more items is referred to as the profit or loss on that item.
Units and Measurements
Measurements and comparisons are the foundation of science and engineering. We, therefore, need rules that tell us how things are measured and compared. For these measurements and comparisons, we perform certain experiments, and we will need the experiments to set up the devices.
Nicholas Grammas is an investment analyst examining the performance of two mutual funds with Janus Capital Group: the Janus Balanced Fund and the Janus Overseas Fund.
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The Janus Balanced Fund (JANBX): This “core” fund consists of stocks and bonds and its goal is diversification. It has historically produced solid long-term returns through different market cycles.
-
The Janus Overseas Fund (JAOSX): This fund invests in overseas companies based on their individual merits instead of their geography or industry sector.
The following table reports a portion of the annual returns (in percent) for these two funds from 2000–2016.
Year. Balanced. Overseas
2000 -2.16 -18.57
2001 -5.04 -23.11
2002 -6.56 -23.89
2003 13.74 36.79
2004 8.71 18.58
2005 7.75 32.39
2006 10.56 47.21
2007 10.15 27.76
2008 -15.22 -52.75
2009 24.28 78.12
2010 7.83 19.28
2011 1.44 -32.78
2012 13.07 12.42
2013 19.72 12.1
2014 8.46 -13.72
2015 0.60 -8.55
2016 4.51 -6.91
In a report, use the above information to
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Describe the similarities and differences in these two funds’ returns.
-
Examine whether the risk of one fund is different from the risk of the other fund at the 5% significance level. Discuss the assumptions made for the analysis.
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