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Beta Management Company Analysis

The document appears to contain monthly return data for three different investments - the Vanguard Index 500 trust, California REIT, and Brown Group - from 1989 to 1990. It shows the monthly percentage returns for each investment over this period, as well as the standard deviation of returns for each at the bottom. The investments performed variably over the period, with the Vanguard Index 500 trust generally performing the most steadily and the California REIT exhibiting the highest volatility.

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75 views1 page

Beta Management Company Analysis

The document appears to contain monthly return data for three different investments - the Vanguard Index 500 trust, California REIT, and Brown Group - from 1989 to 1990. It shows the monthly percentage returns for each investment over this period, as well as the standard deviation of returns for each at the bottom. The investments performed variably over the period, with the Vanguard Index 500 trust generally performing the most steadily and the California REIT exhibiting the highest volatility.

Uploaded by

शिशिर ढकाल
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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month

Vanguard Index 500 trust

California REIT

Brown Group

1989-jan

7.32%

-28.26%

9.16%

1989-feb

-2.47%

-3.03%

0.73%

1989-mar 2.26%

8.75%

-0.29%

1989-apr

5.18%

-1.47%

2.21%

1989-may 4.04%

-1.49%

-1.08%

1989-jun

-0.59%

-9.09%

-0.65%

1989-july

9.01%

10.67%

2.22%

1989-aug 1.86%

-9.38%

0.00%

1989-sep

-0.40%

10.34%

1.88%

1989-oct

-2.34%

-14.38%

-7.55%

1989-nov

2.04%

-14.81%

-12.84%

1989-dec

2.38%

-4.35%

-1.70%

1990-jan

-6.72%

-5.45%

-15.21%

1990-feb

1.27%

5.00%

7.61%

1990-mar 2.61%

9.52%

1.11%

1990-apr

-0.87%

-0.51%

1990-may 9.69%

0.00%

12.71%

1990-jun

-0.69%

4.55%

3.32%

1990-july

-0.32%

3.48%

3.17%

1990-aug -9.03%

0.00%

-14.72%

1990-sep

-4.89%

-13.04%

-1.91%

1990-oct

-0.41%

0.00%

-12.50%

1990-nov

6.44%

1.50%

17.26%

1990-dec

2.72%

-2.56%

-8.53%

S.D

4.61%

9.23%

8.17%

-2.50%

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