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The rates of return are 100% in the 1st year, -50% in the 2nd year, 30% in the third year.

(i). you invested $100 at the beginning of the first year and held the investment for the three-year period. Calculate the average annual rate of return realized in the 3 year period.
(ii). you invested $100 each at the beginning of year 1 and year 2 and withdrew $100 at the beginning of the third year. Calculate the average annual return realized over the three-year period.

User Igor S
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Final answer:

To calculate the average annual rate of return over a three-year period, we use the geometric mean formula. The average annual rate of return realized over the three-year period is 9.5%. For the second question, with investments and withdrawals, the average annual return is 4.68% or 0.0468.

Step-by-step explanation:

To calculate the average annual rate of return over a three-year period, we need to find the geometric mean of the rates of return for each year. The formula for calculating the geometric mean is:

Geometric mean = (1 + r1)(1 + r2)(1 + r3) ... (1 + rn) - 1

For the given rates of return, the average annual rate of return can be calculated as follows:

Geometric mean = (1 + 1)(1 + (-0.5))(1 + 0.3) - 1 = 0.095 or 9.5%

Therefore, the average annual rate of return realized over the three-year period is 9.5%.

For the second question, to calculate the average annual return realized over the three-year period with investments and withdrawals, we can consider each year separately. In the first year, there is a 100% return on the $100 investment, resulting in a value of $200. In the second year, there is a -50% return, resulting in a value of $100. In the third year, there is a 30% return, resulting in a value of $130. The average annual return can be calculated as follows:

Average annual return = ((ending value / starting value)^(1/years)) - 1

Average annual return = ((130 / 200)^(1/3)) - 1 = 4.68% or 0.0468

Therefore, the average annual return realized over the three-year period with investments and withdrawals is 4.68% or 0.0468.

User Slava Kuravsky
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