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    SantiagoMartinezMejia
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    The annual return on the portfolio decreased from 22.4% in 2020 to a negative -0.43% in 2022, which is consistent with the downward trend in the S&P 500 index over the same period. While the portfolio's returns and the overall market trend declined, its volatility decreased from 21.1% to 17.5%, showing that its performance has become more reliable, though at the cost of lower returns.

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    The annual return on the portfolio decreased from 22.4% in 2020 to a negative -0.43% in 2022, which is consistent with the downward trend in the S&P 500 index over the same period. While the portfolio's returns and the overall market trend declined, its volatility decreased from 21.1% to 17.5%, showing that its performance has become more reliable, though at the cost of lower returns.

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    11 views1 page

    Introduction

    Uploaded by

    SantiagoMartinezMejia
    The annual return on the portfolio decreased from 22.4% in 2020 to a negative -0.43% in 2022, which is consistent with the downward trend in the S&P 500 index over the same period. While the portfolio's returns and the overall market trend declined, its volatility decreased from 21.1% to 17.5%, showing that its performance has become more reliable, though at the cost of lower returns.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    Introduction:

    According to the results obtained on the financial analysis, the portfolio's annual return
    has decreased from 22.4% as of December 28, 2020, to a negative return of -0.43% as of
    December 26, 2022. This might be because of several things that happened between 2021
    and 2022 as the economic world crisis followed by high volatility and uncertainty in the
    financial market due to COVID impacts. Comparatively, throughout the same time period,
    the market return as determined by the S&P 500 index decreased from 15.58% to 4.74%.
    This implies that the overall market trend has also been downward, and that the
    performance of the portfolio is consistent with this trend.

    The portfolio's volatility, which has decreased from 21.1% to 17.5%, similarly reflects the
    decline in both the return on the portfolio and the market. Although the consistency of
    the portfolio's performance has come at the expense of lower returns, this drop in
    volatility shows that the performance of the portfolio has become more reliable.

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