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要紧雅冠 · 2022年11月09日

不明白第一年的收益率怎么计算

  1. CFA I
  2. Portfolio

NO.PZ2015120604000033

问题如下：

Tom buys one share of stock at $30 now, and one more shares at $35 after one year. At the end of year 1, the stock paid $5 dividend per share. At the end of t2, Tom sold 2 shares for $40 each. Calculate the time-weighted rate of return on this investment.

选项：

A.

9.88%.

B.

15.00%.

C.

23.13%.

解释：

C is correct.

During the year1, the hoding return is (35 + 5) / 30 - 1= 33.33%,

During the year2, the hoding return is 80 / 70 - 1 = 14.29%

Time-weighted return = [(1.33)(1.14)]0.5 - 1 = 23.13%

如题，TOM以30元买入一只股票，一年后又以35买了同一支股票。在第一年底，分红得5元

所以我理解第一年的收益只有5/30=16.7%

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1 个答案

pzqa27 · 2022年11月10日

嗨，努力学习的PZer你好：


这里用的是holding period return，公式是(V1+D）/V0,即期末价格+期限现金流，然后除期初价格，这个公式不是在数量里讨论就是在equity中算回报率时讨论过，具体我忘记了，但是一定有的

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虽然现在很辛苦，但努力过的感觉真的很好，加油！

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