Rates and Returns (2024 CFA® Level I Exam - Quantitative Methods - Module 1)

Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: analystprep.com/shop/cfa-leve...
Level II: analystprep.com/shop/learn-pr...
Level III: analystprep.com/shop/cfa-leve...
Levels I, II & III (Lifetime access): analystprep.com/shop/cfa-unli...
Prep Packages for the FRM® Program:
FRM Part I & Part II (Lifetime access): analystprep.com/shop/unlimite...
Topic 1 - Quantitative Methods
Learning Module 1 - Rates and Returns
- LOS : Interpret interest rates as required rates of return, discount rates, or opportunity costs and explain an interest rate as the sum of a real risk-free rate and premiums that compensate investors for bearing distinct types of risk.
- LOS : Calculate and interpret different approaches to return measurement over time and describe their appropriate uses.
- LOS : Compare the money-weighted and time-weighted rates of return and evaluate the performance of portfolios based on these measures.
- LOS : Calculate and interpret annualized return measures and continuously compounded returns, and describe their appropriate uses.
- LOS : Calculate and interpret major return measures and describe their appropriate uses.

[@lisajackson9222]

Came over here from FM. Thanks for the different perspective!

[@Priyanka-zy9ln]

thank you so... much for this explanation and thanks a lot for making it free cuz there are a lot of students who cant afford for these coaching

[@analystprep]

Glad it was helpful! If you like our video lessons, it would be appreciated if you could leave us a review at www.trustpilot.com/review/analystprep.com

[@shortslayer13]

I just finished this chapter and your video is great for revision and confirm my understandings :) Thank you Professor!

[@analystprep]

Glad it was helpful! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review

[@denissubbotin1587]

Hello, I did not quite get the solution for real return. Why did we ignore the rest of the stuff?

[@patriciaxXx]

I am really grateful! Well presented! :)

[@analystprep]

Glad you think so. If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review

[@jashshah6368]

Thanks a lot for your tutorial.

[@analystprep]

Glad it was helpful! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review

[@user-vq1hv9im2j]

Is the answer of harmonic mean correct? Can we still use the same formula when we are not using fixed amount of investment?

[@LarsSteyn-gj1zx]

Hi, great video! I have a question regarding the Harmonic mean. You mentioned that the it takes into account the amounts invested in the example ($2000, $3000, $4000), however the solution only takes into account the price of the shares. Therefore if the amounts invested were different, the answer would have remained the same as the above mentioned amounts were not used in the calculation? Am I missing something?

[@Avocado08074]

Very helpful thank you

[@analystprep]

Glad it was helpful! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review

[@chrissyification1]

Is there any way we can calculate the annualized return example (Bond A 120 days, Bond B 8 months..) on ICONV?

[@hibulaj]

Hi Prof, really appreciate your video. Can you please make a playlist containing CFA Level 1 2024 programme? Really appreciate

[@analystprep]

All 2024/2025 premium videos, including study notes, question bank, mock exams, and formula sheet are available in the following package: analystprep.com/shop/cfa-level-3-complete-course-by-analystprep/

[@mostafaemad740]

thanks but how you calculate the 90 percentiles for the winsorized mean

[@joytheboy7730]

For the Time-Weighted Return Example at 40:00, shouldn't the Time-Weighted Return be 17.5%? It's 17.4675% which should be rounded up, right?

[@rohanverma282]

yea

[@noufalsaadi8878]

Hello
How did you come up with 0.97 in the Geometric mean return?

[@DeepaaPandey]

1-.03