1. Personal Finance Examining Investment Performance

2. Key Words –Performance –Investment –Stock Mutual Fund

3. Personal Finance Examining Investment Performance Abstract –The student will be able to compare and contrast the investment performance of several Stock Mutual Funds.

4. Personal Finance Examining Investment Performance Materials –Student notes –Graph paper –Colored pencils –Computer –Projector

5. Personal Finance Examining Investment Performance

6. Comparing the performance of different mutual fund investments over several years can help you decide where to invest your money.

7. Examining Investment Performance The information below shows by what percentage your money would have grown if you had started investing in each of the following stock mutual funds on January 1, 2008

8. Examining Investment Performance Madison Investment Trust January 1,2009 41% January 1,2010 8% January 1, 201140% January 1,201223%

9. Examining Investment Performance Madison Investment Trust 1,000 *.41 = 1410 total investment as of January 1,2009 1410 * 1.08 = 1,522.80 as of January 1,2010 1,522.80 * 1.4 = 2,313.92 as of January 1, 2011 2,313.92 * 1.23 = 2,662.26 as of January 1,2011

10. Examining Investment Performance Monroe Equity Fund January 1,2009 29% January 1,2010 16% January 1, 2011 3% January 1,2012 19%

11. Examining Investment Performance Monroe Equity Fund 1,000 *.29 = 1,290 total investment as of January 1,2009 1,290 * 1.16 = 1,496.40 as of January 1,2010 1,496.40 * 1.03 = 1,541.29 as of January 1, 2011 1,541.29 * 1.19 = 1,834.14 as of January 1,2011

12. Examining Investment Performance Quincy Adams Fund January 1,2009 2% January 1,201010% January 1, 201122% January 1,201288%

13. Examining Investment Performance Quincy Adams Fund 1,000 *.02 = 1,020 total investment as of January 1,2009 1,020 * 1.10 = 1,122 as of January 1,2010 1,122 * 1.22 = 1,368.84 as of January 1, 2011 1,368.84 * 1.88 = 2,573.42 as of January 1,2011

14. Examining Investment Performance Using the above information and a sheet of graph paper, create a line graph that shows the value and relative growth of an initial $1,000 investment in each of the three mutual funds.

15. Examining Investment Performance