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Mathematics
Author(s): Xin Ma
Source: Journal for Research in Mathematics Education, Vol. 30, No. 5 (Nov., 1999), pp. 520-540
Published by: National Council of Teachers of Mathematics
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Journalfor Researchin MathematicsEducation
1999, Vol. 30, No. 5, 520-540
There is an increasing recognition that affective factors play a critical role in the
teaching and learning of mathematics (McLeod, 1992, 1994). One affective factor
that "has probably received more attention than any other area that lies within the
affective domain" is anxiety toward mathematics (McLeod, 1992, p. 584). Aiken
(1960) considered mathematics anxiety a "relative" of the general attitude toward
mathematics, only being more visceral. Most researchers, however, consider math-
ematics anxiety to be a construct that is distinct from attitude toward mathematics.
For example, McLeod (1992) stated that the term attitude "does not seem adequate
to describe some of the more intense feelings that students exhibit in mathematics
classrooms" (p. 576), such as anxiety, confidence, frustration, and satisfaction.
Mathematics anxiety is often referred to as "the general lack of comfort that
someone might experience when required to perform mathematically" (Wood,
1988, p. 11) or the feeling of tension, helplessness, and mental disorganization one
has when required to manipulate numbers and shapes (Richardson & Suinn, 1972;
Tobias, 1978). Mathematics anxiety can take multidimensional forms including,
for example, dislike (an attitudinal element), worry (a cognitive element), and fear
(an emotional element) (see Hart, 1989; Wigfield & Meece, 1988).
Spielberger (1972) conceptualized anxiety as a state, a trait, and a process.
Through his model of anxiety-as-process, he explained anxiety as a result of a chain
reaction that consisted of a stressor, a perception of threat, a state reaction, cogni-
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Xin Ma 521
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522 Anxietyand Achievement
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Xin Ma 523
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524 AnxietyandAchievement
METHOD
Sampleof Studies
Although Aiken and Dreger (1961) have demonstratedthat it is possible to
constructan inventoryto measuremathematics-relatedanxiety, instrumentsthat
were developed for this purposein the 1960s might be consideredprimitive.For
example, the item responsetheory (IRT), an importantstatisticalmethodused to
examinethe psychometricpropertiesof responsedata,was not well developeduntil
the 1970s. EffectiveIRTsoftwareprogramsweredevelopedeven later.To increase
the accuracyof measurementin thismeta-analysis,I examinedstudiesreportedafter
1975 becauseattitudinalinstrumentshave been greatlyrefinedsince the late 1970s
(Pedersen,Bleyer, & Elmore, 1985).
I used a three-stepapproachto search for relevant studies on the relationship
between mathematicsanxiety and mathematicsachievement.First, to promotea
broad search of several computerizeddatabasesfor the years 1975 throughthe
present,I used the key topic-relateddescriptors(mathematics,achievement,and
anxiety)as independentwords(see Dusek & Joseph,1983). The databasessearched
were (a) EducationalResources InformationCenter (ERIC), (b) Psychological
Abstracts (PSY), (c) Dissertation Abstracts International (DAI), and (d)
InternationalERIC, which comprises AustralianEducationIndex (AEI), British
EducationIndex (BEI), and CanadianEducationIndex (CEI).
The next step was to find, on the basis of the same descriptors,both qualitative
and quantitativereviews published since 1975 as a means to enrich the pool of
studies. Referencelists from Aiken (1976), Hembree(1990), Hunt(1985), Hyde,
Fennema,and Lamon(1990), Leder(1987), McLeod (1992, 1994), Reyes (1980,
1984), and Wood (1988) were checked for relevantstudies. Finally, I conducted
a manualsearchof seven leadingjournalsin education,particularlyin mathematics
education,for the years 1975 throughthe present.These journalswere American
EducationalResearchJournal,EducationalStudies in Mathematics,Journalfor
Researchin MathematicsEducation,Journalof EducationalPsychology,Journal
ofEducationalResearch,ReviewofEducationalResearch,andSchoolScienceand
Mathematics.
Using this searchprocedure,I located manyjournalarticles,dissertations,and
ERIC documents on various aspects of the topic, then studied the abstractsto
screen all the studies. I obtainedand readpromisingstudies and those that could
not be evaluatedfrom their abstracts.A study was includedin this meta-analysis
if it (a) was an investigationof the relationshipbetween mathematicsanxiety and
mathematicsachievement, (b) did not have any experimentalinterventionson
either anxiety or achievement, (c) reported on students at the elementary or
secondaryschool level, and (d) reportedquantitativedata in sufficient detail for
calculation of effect size. On the basis of these criteria,I selected 26 individual
studies for this meta-analysis.
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Xin Ma 525
Table 1
DescriptiveInformationof Studieson the RelationshipBetween
AnxietyTowardMathematicsand Achievementin Mathematics(in ChronologicalOrder)
Study Effect size Study feature Instrument
Sepie & Keeling, 1978 -.28 N= 132, Grade6, male, MASC/PAT
New Zealander
Sepie & Keeling, 1978 -.30 N = 114, Grade6, female, MASC/PAT
New Zealander
Sandman,1979 -.47 N = 184, Grade8 MAI/MAT
Sandman,1979 -.17 N = 229, Grade 11 MAI/MAT
Brassell,Petry,& Brooks, 1980 -.30 N= 714, Grade7 MAI/CTBS
Suinn & Edwards,1982 -.59 N = 28, Grades7-11 MARS-A/MTG
Suinn & Edwards,1982 -.20 N = 1009, Grade 12 MARS/MTG
Saigh & Khouri, 1983 -.60 N= 73, Grades9-12, male, MARS/MTG
Lebanese
Saigh & Khouri, 1983 -.48 N = 60, Grades9-12, female, MARS/MTG
Lebanese
Eccles & Jacobs, 1986 -.17 N= 164, Grades7-9 RMQ/SAT-M
Donnelly, 1987 -.85 N= 177, Grade 10 MARS/CAT
Gliner, 1987 -.12 N= 95, Grades9-12 MARS/CTBS
Wahl, 1987 -.31 N= 59, Grade8 MARS/MTG
Suinn,Taylor,& Edwards,1988 -.28 N = 105, Grades4-6, Hispanic MARS/SAT
Wigfield & Meece, 1988 -.22 N= 564, Grades6-12, Year 1, MAQ/MTG
White
Wigfield & Meece, 1988 -.26 N = 564, Grades6-12, Year2, MAQ/MTG
White
Wither, 1988 -.51 N= 271, Grade 10, male, MARS/MTG
Australia
Wither, 1988 -.24 N = 245, Grade 10, female, MARS/MTG
Australian
Reavis, 1989 -.28 N = 407, Grades9-12, White MAS/SAT
Suinn,Taylor,& Edwards,1989 -.31 N = 1119, Grades4-6 MARS/SAT
Baya'a, 1990 -.42 N= 418, Grades9-12, Israeli MARS/MTG
Chiu & Henry, 1990 -.37 N = 50, Grade5 MASC/MTG
Chiu & Henry, 1990 -.24 N = 56, Grade6 MASC/MTG
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526 Anxietyand Achievement
Table 1, continued
DescriptiveInformationof Studieson the RelationshipBetween
AnxietyTowardMathematicsand Achievementin Mathematics(in ChronologicalOrder)
Study Effect size Study feature Instrument
Chiu & Henry, 1990 -.47 N= 115, Grade8 MASC/MTG
Engelhard,1990 -.24 N = 4091, Grade8 SIMS-AS/SIMS
Engelhard,1990 -.14 N = 3613, Grade8, Thai SIMS-AS/SIMS
Meece, Wigfield,& Eccles, 1990 -.13 N = 250, Grades7-9, Year 1, MAQ/RMT
White
Meece, Wigfield,& Eccles, 1990 -.21 N = 250, Grades7-9, Year 2, MAQ/RMT
White
Bieschke & Lopez, 1991 -.51 N= 289, Grade 10 MAS/SAT-M
Bush, 1991 .49 N = 584, Grades4-6, concept MARS/ITBS
Bush, 1991 .19 N= 584, Grades4-6, applicationMARS/ITBS
Cooper& Robinson, 1991 -.47 N = 290, Grade 12, White MAS/MMPT
Green, 1991 -.35 N= 496, Grades7-12, AustralianMAS/MTG
Mevarech,Silber, & Fine, 1991 -.44 N= 149, Grade6, Israeli RMQ/AAT
Thorndike-Christ,1991 -.47 N= 1516, Grades6-12 MAS/MTG
Hadfield,Martin,& Wooden, -.23 N= 358, Grades8-10, MARS/CTBS
1992 Native American
Lee, 1992 -.27 N= 255, Grade6 MAS/MTG
Note.Inthecolumnof instrument,theslashseparatesanxietyinstrumentfromachievementinstrument.
For anxietyinstrument, MAI= Mathematics AttitudeInventory,MAQ= Mathematics Anxiety
MARS= Mathematics
Questionnaire, AnxietyRatingScale,MAS= Mathematics AnxietyScale,
MASC= Mathematics AnxietyScalefor Children,RMQ= researcher-made and
questionnaire,
SIMS-AS= SecondInternational Mathematics Study-Anxiety Scale. Forachievementinstrument,
AAT= Arithmetic Achievement Test,CAT= California Arithmetic Test,CTBS= Comprehensive
Testof BasicSkills,ITBS= IowaTestof BasicSkills,MAT= Mathematics AchievementTest,MMPT
= MissouriMathematics PlacementTest,MTG= mathematics teachergrading,PAT= Progressive
AchievementTest,RMT= researcher-made test, SAT = StanfordAchievementTest,SAT-M=
ScholasticAptitudeTest-Mathematics,SIMS= SecondInternational MathematicsStudy.
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XinMa 527
RESULTS
OverallEffects
Thetestof homogeneityof the37 effectsizes was significant.Threeevidentoutliers
were deleted:-.84 in Donnelly (1986/1987) as well as .49 and .19 in Bush (1991).
The removal of these outliers significantly improved the homogeneity of the
remainingeffect sizes. The homogeneitytest was not significantat the .01 level (Q
= 55.82, df= 33). Effect sizes werethencombinedwithrespectto theirsamplesizes.
The weightedestimatorof populationcorrelationwas -.27, whichwas significantat
the .01 level, indicatingthatit was unlikely(likelihoodless than 1 time in 100) that
the observedsignificanceof this populationcorrelationoccurredby chancealone.
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528 Anxietyand Achievement
Table2
Selected Models From the GeneralLinearRegressionAnalysis of the
RelationshipBetweenAnxietyTowardMathematicsand Achievementin Mathematics
Regressiontest Residualtest
Model QR df QE df
Gendereffect(2 vectors:malevs.female;mixedvs.female) 17.74*** 2 214.01*** 31
Gradeeffect 18.34*** 2 213.41*** 31
(2 vectors:Grades4-6 vs. 10-12;Grades7-9 vs. 10-12)
Race-ethnicityeffect(1 vector:mixedvs. unmixed) 16.50*** 1 215.25*** 32
Anxietyinstrument (1 vector:MARSvs. others) 4.43* 1 227.32*** 32
Achievement instrument 36.19*** 1 195.56*** 32
(1 vector:psychometric vs. nonpsychometric)
Publicationtype 78.07*** 2 153.68*** 31
(2 vectors:published anddissertationvs. unpublished)
Publicationyear(continuous variable) 0.28 1 231.48*** 32
Gender,grade,race, 133.58*** 10 98.17*** 23
anxiety/achievement instrument, type/year
publication
*p<.05.**p<.l01.
***p<.001.
Effect of Gender
Effectcoding (see Cohen & Cohen, 1983) was used to createtwo variables.The
female group was used as the baseline against which the male group and the
mixed groupwere compared.Table2 shows thatthe Q statistic(the weightedsums
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XinMa 529
S
of squares)for gendereffects explainsa statisticallysignificantamountof the vari-
ability in the effect sizes (QR= 17.74, df= 2). However, this amountis a trivial
portionof the total variance(231.75); thus the Q statisticfor erroris statistically
significant(QE= 214.01, df= 31). The two gender-relatedvariablesdid not have
appreciableeffects on the magnitudeof the relationship(regressioncoefficient, P,
= -0.12; standarderror,SE, = 0.09 for the male vs. femalecomparison).Thisfinding
indicates that the relationship between mathematics anxiety and mathematics
achievementwas similarfor males and females.
Effectsof GradeLevel
Threegrade-level groups were formedin this meta-analysis:Grades4 through
6, Grades7 through9, andGrades10 through12 (therewere no studiesexamining
the relationshipin Grades1, 2, or 3). Effect sizes were effect coded so thatthe rela-
tionshipin Grades 10 through12 was the baseline againstwhich the relationships
in Grades4 through6 and Grades7 through9, respectively, were compared.As
did gender effects, grade effects accountedfor a very small, though statistically
significant, percentageof the total variance. The Q statistic for errorremained
substantial(QE= 213.41, df= 31). Gradelevels did not have statisticallysignifi-
cant effects on the relationshipbetween mathematicsanxiety and mathematics
achievement (for the Grades4 through6 vs. Grades 10 through 12 comparison:
= -0.02, SE= 0.03; for the Grades7 through9 vs. Grades10 through12 compar-
ison: P= 0.05, SE = 0.04). Therefore,the relationshipwas consistent across the
threegrade-levelgroups.
Effects of Ethnicity
Because few ethnic groupswere involved in the selected studies,it was impos-
sible to classify effect sizes into conventionalethnic groups (White, Black, etc.).
Instead,in this meta-analysis,I comparedthe magnitudeof the relationshipbetween
mixed andunmixedethnicgroups.Dummycoding (see Cohen& Cohen, 1983) was
used to representthis variable,which, as shown in Table 2, explains a very small,
thoughstatisticallysignificant,amountof the total variancein the effect sizes (QE
= 215.25, df= 32). This small effect (P = -0.06, SE = 0.04) indicatedthatthe rela-
tionship was consistentbetween mixed and unmixedethnic groups.
Effects of InstrumentMeasuringMathematicsAnxiety
Because the Mathematics Anxiety Rating Scale (MARS) was employed to
measure mathematicsanxiety in many studies, in this meta-analysisI created a
dummyvariableto comparethe effect of the MARS with thatof otherinstruments
(as the baseline effect) used to measuremathematicsanxiety. Table 2 shows the
effects of instrumentson the relationshipbetween mathematicsanxiety andmath-
ematicsachievement.Instrumentsexplaineda trivialamountof variance(QR= 4.43,
df = 1) and had a very small effect (P = -0.04, SE = 0.05). This finding indicates
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530 Anxietyand Achievement
that the relationshipwas consistent between studies using the MARS and those
using otherinstrumentsto measuremathematicsanxiety.
Interaction Effects
A series of general linear models containinginteractionterms were tested to
examine whetherthe effect of one variabledependson the levels of anothervari-
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XinMa 531
TheFinal Model
The final model included all variablesdiscussed in individualmodels. The Q
statisticindicatesthatthis final model explains a statisticallysignificantandprac-
tically substantialamountof variancein the effect sizes (QR= 133.58, df= 10). A
totalof 58%of the varianceamongeffect sizes was accountedfor in thisfinalmodel.
In terms of regressioncoefficients, the variablethat comparesunpublishedwith
publishedarticlesis the only statisticallysignificantvariablein the model(P = -0.16,
SE = 0.06, p = .011), indicating that published articles reporteda significantly
weakerrelationshipbetween mathematicsanxiety and mathematicsachievement
thanunpublishedarticles.Becauseof the statisticallysignificantinteractionbetween
yearof publicationandtype of publicationdiscussedearlier,I attemptedto include
this interactiontermin the finalmodel. The resultantmodel, however,differedvery
little fromthe final model in Table2, in termsof the fittingstatistics.For simplicity
thatinteractionterm was then removedfrom the final model.
DISCUSSION
Principal Findings
In this meta-analysisI demonstratethatthe common populationcorrelationfor
the relationshipbetween anxiety towardmathematicsand achievementin mathe-
maticswas -.27. A seriesof generallinearmodels were fittedto examinethe major
research design characteristicsthat determinethe variationamong effect sizes.
Results show thatthe relationshipbetween mathematicsanxiety andmathematics
achievementis consistentacrossgendergroups(male, female, andmixed), grade-
level groups(Grades4 through6, Grades7 through9, andGrades10 through12),
ethnic groups(mixed andunmixed),instrumentsused to measureanxiety (MARS
andothers),andyearsof publication.Therelationship,however,differssignificantly
between types of instrumentsused to measure achievement as well as among
types of publication.Researchersusing standardizedachievementtests tendedto
reporta significantlyweakerrelationshipthanthoseusingresearcher-made achieve-
ment tests andmathematicsteachers'grades.Publishedstudiestendedto indicate
a significantlyweakerrelationshipthanunpublishedstudies.Therewere no statis-
tically significantinteractioneffects among key variablessuch as gender, grade,
and ethnicity.
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532 Anxietyand Achievement
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Xin Ma 533
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534 Anxietyand Achievement
Table 3
Summaryof InstrumentsMeasuringAnxietyTowardMathematics(in ChronologicalOrder)
Number
Descriptionof items of items Scale
MathematicsAnxiety Rating Scale (MARS) 98 5-point
(Richardson& Suinn, 1972) Likert
Measuresstudents'anxious reactionswhen they do mathematicsin
ordinarylife and in academicsituations
MathematicsAttitudeInventory(MAI) (Sandman,1974) 6 4-point
Containssix scales,one of whichis AnxietyTowardMathematics,which Likert
measuresstudents'mathematicsanxietyin generalacademicsituations
MathematicsAnxiety Scale (MAS) (Fennema& Sherman,1976) 10 5-point
Measuresstudents'feelings of anxiety and nervousnessas well as Likert
associatedsomatic symptomswhen studentsuse mathematics
MathematicsAnxiety Questionnaire(MAQ) (Meece, 1981) 22 7-point
Measurescognitiveandaffectivecomponentsof mathematicsanxiety Likert
parallelto those of text anxiety:dislike,lack of confidence,discomfort,
worry,fear and dread,and confusion and frustration
Second InternationalMathematicsStudy Anxiety Scale (SIMS-AS) 5 5-point
Measuresthe extent to which studentsfeel afraidand scaredof Likert
mathematics orfeel calmandrelaxedwhentheyperformmathematical tasks
MathematicsAnxiety Scale for Children(MASC) 22 4-point
(Chiu & Henry, 1990) Likert
Describesvarioussituationsthatcan arousemathematicsanxiety-
fromgettinga new mathematicstextbookto takingan importanttest in
a mathematicsclass
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XinMa 535
Unfoldingthe Anxiety-Achievement
Dynamic in Mathematics
In a meta-analysisone usuallydoes notpaymuchattentionto outliersamongeffect
sizes. However,an examinationof outliersmay sometimeshave importanttheoret-
ical or practicalimplications.Two of the threeoutliersin thismeta-analysisarefrom
studiesby Bush(1991), who founda positive,significantrelationshipbetweenmath-
ematicsanxietyandmathematicsachievementandarguedthatmathematicsanxiety
tends to rise in studentswhose mathematicsperformanceis improving.This result
"representeda contradictionof previousresearchon the relationshipbetweenmath-
ematicsanxietyand achievement"(p. 42) probablybecausehis sampleof students
had been extensively exposed to mathematics.They were eithergifted studentsor
students,in academictracks,with intentionsto entera careerfor which they would
need quantitativeskills. These studentsare often able to controltheiranxiety and
channelit into the task because of theirstrongself-esteemand high levels of task-
relatedconfidence(see Cemen, 1987). When this controloccurs,students'anxiety
actuallyfacilitatestheirperformance(Cemen, 1987). Insteadof being an abnormal
result, Bush's finding may be a hint that mathematicsanxiety can be useful in
promotingmathematicsachievement.Therefore,throughexaminingsamplechar-
acteristicsin studiesby Bush, one can distinguisha specialgroupof studentswhose
mathematicsperformancebenefitsfrom a certainlevel of mathematicsanxiety.
Resnick, Viehe, and Segal (1982) found thata decreasein mathematicsanxiety
is not associatedwith improvementin mathematicsperformance.This findingled
them to doubt that the reductionin mathematicsanxiety improves mathematics
achievement.However, their sample was a group of college studentswith exten-
sive mathematicsbackgrounds.Not only might the level of mathematicsanxiety
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536 Anxiety and Achievement
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Xin Ma 537
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538 Anxiety and Achievement
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Xin Ma 539
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540 Anxietyand Achievement
Author
Xin Ma, AssistantProfessor,Centrefor Researchin Applied Measurementand Evaluation,
Universityof Alberta,Edmonton,AB T6G 2G5, Canada;xin.ma@ualberta.ca
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