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Contemporary Educational Psychology 73 (2023) 102169

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Contemporary Educational Psychology


journal homepage: www.elsevier.com/locate/cedpsych

Examining the dynamics of mathematics anxiety, perceived cost, and


achievement: A control-value theory approach
Sherine Menella St Omer a, Sufen Chen a, *
a
Graduate Institute of Digital Learning and Education, National Taiwan University of Science and Technology, 43, Sec.4, Keelung Rd., Taipei, 106, Taiwan, ROC

A R T I C L E I N F O A B S T R A C T

Keywords: Concerns about the influence of students’ perceived negative consequences of engagement in a task (i.e., cost) on
Adolescents their emotions, motivation, and cognition have increased in the last decade. The use of longitudinal models is
Control-value theory needed to provide new insights into the role of perceived cost in mathematics learning. Grounded in the control-
Learning emotion
value theory, this study examined cross-lagged relations of mathematics anxiety, perceived cost, and mathe­
Longitudinal
Mathematics
matics achievement. The participants (N = 335) reported their mathematics anxiety and perceived cost four
Motivational belief times during Grades 7 and 8, and their mathematics grades were attained from their school records. Cross-lagged
panel model analysis revealed evidence of a long-term positive reciprocal relationship between mathematics
anxiety and effort/emotional cost, a gradually diminished relationship between effort/emotional cost and
mathematics performance, and a positive achievement to anxiety link during the transition between grade levels.
Moreover, mathematics performance is a distal predictor of mathematics anxiety through effort/emotional cost
rather than a proximal predictor or an outcome of anxiety. This study also clarified the distinction in the central
role of effort/emotional versus opportunity cost in the interrelatedness of mathematics anxiety and performance,
where the latter failed to demonstrate significant paths. Specific timing for interventions was discerned. Early
cost prevention interventions along with considerations of academic achievement to alleviate both anxiety and
perceived effort/emotional are highlighted as crucial for a positive high school mathematics experience.

1. Introduction intrinsic value, attainment value, utility value, and cost). Both theories
underline task value beliefs and differentiate between intrinsic and
Mathematics capabilities form a foundation for future employment extrinsic values and how they predict achievement-related behaviors
opportunities in science, technology, engineering, and mathematics along with emotions. Furthermore, within both theories, value judge­
(STEM) fields which engender a technology-savvy society with higher ments have been found to be contingent on social factors such as the
wages (Suárez-Pellicioni et al., 2016). Yet, some adolescents enjoy learning environment in the CVT (Pekrun, 2006; Pekrun et al., 2017),
studying mathematics and perform exceptionally in the field, while and cultural differences and individual factors such as age and matu­
others may avoid it altogether. Research has acknowledged that certain ration in the EVT (Eccles & Wigfield, 2020).
individual factors such as emotions and motivational beliefs influence Mathematics anxiety is a widely researched achievement emotion
one’s mathematics performance. Pekrun’s control-value theory (CVT; (Barroso et al., 2021; Zhang et al., 2019). School-aged learners who
Pekrun, 2006; Pekrun et al., 2017; Pekrun & Perry, 2014) and Eccles and experience mathematics anxiety are less interested, motivated, and
colleagues’ expectancy-value theory (EVT; Eccles et al. 1983; Eccles & confident in their mathematics abilities; thus, they may not only shy
Wigfield, 2020) are among the most influential theoretical frameworks away from mathematics majors but also careers in STEM, which are built
to conceptualize achievement emotions and achievement motivations, heavily on mathematics (Luttenberger et al., 2018; Ma & Xu, 2004;
respectively. The former suggests dynamic reciprocal linkages between Namkung et al., 2019; Suárez-Pellicioni et al., 2016). Likewise,
emotions, control and value appraisals, and achievement. The latter perceived cost was found to undermine intentions to remain in STEM
posits that academic choices, engagement, and performance are influ­ majors and STEM career aspirations (Perez et al., 2014; Watt et al.,
enced by two main belief constructs: expectations of succeeding (i.e., 2019) and was associated with maladaptive behaviors (Jiang et al.,
ability beliefs and expectancy beliefs) and subjective task value (i.e., 2018). An understanding of how mathematics anxiety, perceived cost,

* Corresponding author.
E-mail address: sufchen@mail.ntust.edu.tw (S. Chen).

https://doi.org/10.1016/j.cedpsych.2023.102169

Available online 3 March 2023


0361-476X/© 2023 Elsevier Inc. All rights reserved.
S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

and performance are interrelated would be of great practical and theo­ outcome associated with previous success/failure). For instance, anxiety
retical significance for mathematics educators. is considered a negative, activating, and prospective outcome-related
Research has shown that anxiety and perceived cost are linked to emotion, particularly an outcome linked to future failure.
each other and to academic achievement. However, as a negative value According to CVT, achievement emotions are influenced by situa­
appraisal of the EVT, perceived cost has largely been understudied until tional antecedents, individual learning, cognitive appraisal of control
more recently (Barron & Hulleman, 2015; Flake et al., 2015; Jiang et al, over, and subjective task value of achievement activities, and the out­
2020; Perez et al., 2014), with limited investigations of reciprocal re­ comes of those activities such as performance. Proximal antecedents of
lations with anxiety and performance (St Omer et al., 2022). Also, CVT achievement emotions are control and value appraisals which refer to
proposes dynamic reciprocal linkages between emotions, control and the perceived controllability or interpretations of ability (e.g., self-
value appraisals, and achievement; yet, previous research has concen­ efficacy and self-concept) and subjective importance (e.g., value
trated on exploring an antecedents-emotions-consequences link with judgements) of achievement-related activities and outcomes (Pekrun
appraisals of control and value as antecedents and performance as et al., 2011). Specifically, the value appraisals could be positive and
consequences (Pekrun, 2006; Pekrun & Perry, 2014). The studies negative judgements of academic activities and outcomes. While posi­
examining the relation among these variables are mostly cross-sectional tive values inspire interesting, useful, and desirable activities and out­
in nature (Frenzel et al., 2007; Henschel & Roick, 2017; Peixoto et al., comes, negative values render them undesirable. This study considered
2017; Putwain et al., 2021) whereas few attempts have been made to negative consequences students associate with a task (i.e., perceived
test bidirectional cross-lagged associations between the variables using cost) as conceptualized by Eccles and colleagues (Eccles et al. 1983;
longitudinal procedures (Gunderson et al., 2018). Moreover, the limited Eccles & Wigfield, 2020). Furthermore, learning and social environ­
studies which have investigated emotions, value appraisal, and perfor­ ments as distal antecedents of achievement emotions have an indirect
mance link have left out anxiety (Forsblom et al., 2022) and although effect on emotions via the proximal antecedents of control and value
longitudinal, are unidirectional and not bi-directional (Kyttälä & Björn, appraisals.
2010). Research which makes use of models allowing for the analysis of Although the antecedents-emotions-achievement pathway depicts
these variables over time (Pekrun, 2006; Putwain et al., 2021; Wang achievement as a result of the achievement emotions elicited from value
et al., 2015) and determining whether relation patterns occur recipro­ appraisals, Pekrun and his colleagues also proposed interrelatedness
cally is required (Henschel & Roick, 2017). Even though longitudinal among value judgements (e.g., cost), emotions (e.g., anxiety), and
models are unable to establish causation, they can provide insights and achievement through complex and dynamic relations (Pekrun, 2006;
act as a prelude for experimental or intervention studies which can Pekrun et al., 2017; Pekrun & Perry, 2014). Furthermore, experiences of
validate causal relations (Selig & Little, 2012). The examination of the success and failure regarding achievement would contribute to control
dynamic interactions among anxiety, cost, and performance can assist and value appraisals and emotions, forming a cyclical feedback loop
with the effective development and implementation of suitable in­ (Pekrun et al., 2017; Putwain et al., 2021).
terventions. Researchers and educators would gain insights into whether
the enhancement of mathematics performance can be achieved by first 2.2. Mathematics anxiety and cost
reducing anxiety or beliefs of cost.
To address these gaps, the present research employed a longitudinal Mathematics anxiety is one of the major achievement emotions
design to test relations among anxiety, perceived cost, and achievement highlighted in the CVT (Pekrun, 2006). Anxiety comes out of uncertainty
over a two-year period in the domain of mathematics. In addition to about whether failure of an impending task can be avoided (Kyttälä &
analyzing reciprocal relations, mediation effects are probed by testing Björn, 2010; Pekrun, 2006; Putwain et al., 2021). That is, anxiety would
the indirect effects of anxiety on achievement via cost, and vice versa. result “when a person simultaneously expects a failure and would like to
This study focused on the discipline of mathematics as it is compulsory avoid the failure but thinks that the outcome (failure) is hard to avoid”
at both the elementary and high school levels. This obligatory nature (Kyttälä & Björn, 2010, p. 432). Mathematics anxiety is defined as
arouses negative emotions such as anxiety (Suárez-Pellicioni et al., feelings of fear, apprehension, tension, worry, and frustration experi­
2016). Our study also focused on adolescents because, as they progress enced while performing mathematics tasks (Passolunghi et al., 2016).
through high school, their perceptions of cost might increase and they Expectancies for success and subjective task values are the two pri­
may develop a fear of engaging in mathematics-related activities (Gas­ mary beliefs in EVT. The development of these motivational beliefs is
pard et al., 2017). The cost of engaging in the essential processing (i.e., influenced by social situations which surround individuals and cultural
intrinsic load) inherent in high school mathematics influenced by factors (Eccles et al., 1983; Eccles & Wigfield, 2020). Expectancies of
nervousness, worry, and fear of failure would impact how students success are how well an individual believes they will perform on an
perform on mathematics tasks, and so is worthy of comprehensive ex­ upcoming task. Subjective task values consist of four components.
amination. The specific research question addressed was: How are the Intrinsic value is related to the enjoyment or pleasure one experiences
perceived mathematics cost, mathematics anxiety, and mathematics when performing a task. Attainment value is the importance of doing
achievement of Taiwanese adolescents related to one another over time? well on a task linked to one’s sense of identity, self-schema, or personal
values. Utility value refers to the usefulness for present and future goals.
2. Literature review and hypothesis development The final component, cost, regards what is lost, suffered or relinquished
when performing a task. Recent studies have found that cost is not
2.1. The control-value theory of achievement emotions merely a subdivision of task value but separates into its own factor
(Flake et al., 2015; Gaspard et al., 2015; Gaspard et al., 2017; Jiang,
The CVT of achievement emotions represents an integrated frame­ 2015).
work for research on emotions experienced in the academic setting, and Cost is a negative motivational contributor which works in opposi­
theorizes an antecedents-emotions-achievement pathway. The CVT de­ tion to the other dimensions of task value and could diminish the overall
fines achievement emotions as affective arousal in the academic setting level of value for a task. Perceived cost may have separate and inde­
linked to achievement activities such as studying and instruction or pendent influences on maladaptive academic choice and behaviors such
achievement outcomes such as success and failure (Pekrun, 2006; Pek­ as procrastination, disorganization, and test anxiety (Barron & Hulle­
run & Perry, 2014). In the theory, achievement emotions are classified man, 2015; Jiang et al., 2020) beyond that of other task value and ex­
based on three dimensions: (1) valence (positive or negative); (2) acti­ pectancy beliefs (Jiang et al., 2018; Perez et al., 2014). This prompted
vation (activating or deactivating); and (3) object focus (activity, pro­ Barron and Hulleman (2015) to propose an Expectancy-Value-Cost
spective outcome linked to future success/failure, or retrospective model, where cost is a distinct component which has been utilized in

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S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

some recent research (Gaspard et al., 2017; Watt et al., 2019). Eccles and predicted mathematics test scores and moderated the relation between
Wigfield (2020) conceptualized cost along three dimensions: percep­ expectancy beliefs and mathematics test scores, but value did not
tions of the effort required to successfully complete the task (effort directly predict mathematics test scores (Meyer et al., 2019). Similarly,
required), forgone opportunities of engaging in other valued tasks (op­ cost components were significantly related to both performance and
portunity cost), and emotional or psychological states associated with long-term interest in Flake et al.’s (2015) concurrent study of American
task engagement such as stress and anxiety (emotional cost). undergraduate students, whereas value was only related to long-term
In accordance with the CVT, value beliefs are associated with posi­ interest. Jiang’s (2015) longitudinal investigation of South Korean
tive or negative emotions related to learning activities and outcomes high school students indicated that although intrinsic, attainment, and
(Pekrun, 2006). In a cross-sectional study of university students, Pekrun utility values were unrelated to achievement, perceived cost directly
et al. (2011) examined nine different emotions and found that task value predicted mathematics achievement. Consequently, the current study
correlated generally positively with the positive emotions and nega­ focused on the perceived cost of learning mathematics, rather than on
tively with the negative emotions. Using a longitudinal design, Forsblom the other task values.
et al. (2022) reported reciprocal relationships between perceived Previous research generally reported a negative relation between
intrinsic value and emotions of Portuguese students tracked from fifth to cost and mathematics achievement (Flake et al., 2015; Fries & Dietz,
ninth grade. These reciprocal relations were positive for enjoyment but 2007; Guo et al., 2016; Jiang et al., 2020; Trautwein et al., 2012). These
negative for anger and boredom. studies used composite measures of cost (Guo et al., 2016), separate
Value beliefs excluding cost were shown to predict mathematics dimensions (Fries & Dietz, 2007; Jiang 2015; Trautwein et al., 2012), as
anxiety, but mostly short term, mainly tested on unidirectional paths, well as both (Flake et al., 2015; Jiang et al., 2020). In an experimental
and including only positive values (Frenzel et al., 2007; Goetz et al., study, Fries and Dietz (2007) showed that raising German high-school
2019; Kyttälä & Björn, 2010; Peixoto et al., 2017). Moreover, previous students’ perceptions of opportunity cost had detrimental effects on
explorations of the relations between positive value appraisals and their mathematics performance, and similar results were found in a
anxiety are marked by inconsistent results, depending on both the survey design among German adolescents (Trautwein et al., 2012).
context and the dimensions of value investigated, necessitating further Jiang (2015) found only effort cost directly and negatively predicted
research. For instance, general perceived value positively predicted middle school South Korean students’ later mathematics achievement.
anxiety (Kyttälä & Björn, 2010; Peixoto et al., 2017), but in Peixoto Emotional cost had an indirect negative association through perfor­
et al.’s (2017) study, this association was in test-related situations and mance avoidance goals and avoidance intentions, and there was no
not during class. The CVT proposes that anxiety related to the impor­ significant predictive pathway from opportunity cost. Flake et al. (2015)
tance of avoiding failure would result from higher attainment value. In reported significant moderate negative correlations between cost di­
an investigation of elementary students, Frenzel et al. (2007) found that mensions and American university students’ final mathematics grade.
achievement value had positive effects on subsequent anxiety, whereas However, in Jiang et al.’s (2020) study of a sample of high school South
Henschel and Roick (2017) and Putwain et al. (2021) found no relation. Korean students, general cost, effort cost, and emotional cost dimensions
Also, in Frenzel et al.’s (2007) study, domain value related negatively had significant negative relations with achievement, whereas opportu­
rather than positively. Goetz et al. (2019) reported that although nity cost was not related. Also, path analysis conducted using general
intrinsic value was unrelated to anxiety, extrinsic value (i.e., achieve­ cost found a negative indirect prediction of achievement through per­
ment value and utility value) was positively related to anxiety. formance avoidance goals and avoidance intention. Thus, incidence of a
Concerning negative value judgments and anxiety, although under­ negative relation between perceived cost and achievement may vary
explored, cross-sectional research concerning adolescence has found depending on the type of cost involved.
that students with high perceived cost were more likely to experience Previous studies of relationships between cost and achievement have
mathematics anxiety (Jiang, 2015; Jiang et al., 2018; Watt et al., 2019). been predominantly cross-sectional and unidirectional (St Omer et al.,
Watt et al. (2019) reported moderate positive associations of effort cost, 2022). Studies which examine bidirectional relationships are needed to
emotional cost, and social cost with anxiety for Australian high­ validate the CVT’s assumption of reciprocal relations between these
schoolers. However, Jiang’s (2015) South Korean study revealed that constructs. Therefore, in accordance with the CVT and the assumption of
although emotional cost and effort cost positively predicted anxiety, bi-directional relations between value and achievement, we hypothe­
opportunity cost displayed a negative association. Jiang suggests that sized that cost would be negatively related to subsequent changes in
this negative relationship may be due to the retrospective nature of the mathematics achievement (H2a) and that mathematics achievement
self-reports, and denotes that opportunity cost may have less influence would be negatively related to later changes in perceived cost (H2b).
than other dimensions of cost.
Since the CVT assumes reciprocal relationships between emotions 2.4. Mathematics anxiety and mathematics achievement
and their antecedents (Pekrun, 2006), we expected cost and mathe­
matics anxiety to have a positive reciprocal relation over time, where Mathematics anxiety is associated with a range of problems in
mathematics anxiety would positively predict cost (H1a) and vice versa learning mathematics with the most prominent being its detrimental
(H1b). To the best of our knowledge, this study is among the first to use effects on mathematics achievement (Passolunghi et al., 2016; Putwain
longitudinal models to test reciprocal relations using a negative aspect of et al., 2021), future school achievement, and quality of life (Dowker
task value (i.e., cost) and the prominent facet of achievement emotions, et al., 2016; Suárez-Pellicioni et al., 2016). Zhang et al. (2019), Nam­
mathematics anxiety. kung et al. (2019), and Barroso et al. (2021) reported a small to mod­
erate negative and significant relationship between mathematics anxiety
2.3. Cost and mathematics achievement and mathematics achievement in their meta-analyses. The association
appears in learners of all ages starting as early as childhood, and remains
Previous research suggests that cost has a stronger predictive power significant through adulthood (Barroso et al., 2021). Granted that much
on mathematics achievement than other task value dimensions in the has been learnt over the past 60 years, the direction of this relation
EVT (Conley, 2012; Flake et al., 2015; Guo et al., 2016; Jiang, 2015; between mathematics anxiety and mathematics performance is marked
Meyer et al., 2019). In cross-sectional studies of highschoolers, cost had by controversial results (Dowker et al., 2016), making it difficult to draw
the strongest association with achievement among the four value beliefs specific conclusions concerning their link (Namkung et al., 2019).
(Guo et al., 2016). Cost assumed a vital role in distinguishing students’ Carey et al. (2016) summarized three models to shed light on the
motivation patterns and predicting their achievement, while utility abovementioned complex relationship between mathematics anxiety
value was less helpful (Conley, 2012). Perceived cost significantly and mathematics performance. First, the debilitating anxiety model

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S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

considers anxiety as a cause of poor mathematics performance (Passo­ academic achievement. A positive correlation was also found between
lunghi et al., 2016; Putwain et al., 2021). That is, the worry, fear, and the anxiety and achievement of Taiwanese ninth graders (Sung et al.,
nervousness associated with mathematics anxiety may prompt the 2016). Therefore, this may explain a curvilinear rather than linear
avoidance of mathematics-related tasks and overburden working relationship between anxiety and performance. From their examination
memory resources that should be devoted to mathematical tasks, of junior-high school students in Taiwan, Sung et al. (2016) and Chao
thereby negatively influencing mathematics performance (Carey et al., and Sung (2019) corroborated this curvilinear relationship and found
2016; Namkung et al., 2019). The second model, the deficit anxiety that high- and low-achievement students demonstrated lower-level
theory, proposes that poor performance leads to high anxiety but not anxiety, while moderate-achievement students demonstrated higher-
vice versa (Henschel & Roick, 2017; Ma & Xu, 2004; Sorvo et al., 2019; level test anxiety. Keeley et al. (2008) reported similar findings from
Wang et al., 2020; Zhang et al., 2022). Dwelling on the memory of the examination of university students in the United States.
deficits in mathematics cognition and ability as well as self-regulatory The relationship between anxiety and performance may also be
shortfalls may increase students’ fear and apprehension while situationally and culturally bound (Dowker et al., 2016; Kalaycıoğlu,
completing mathematics tasks. Finally, the previous two conflicting 2015; Lee, 2009; Luttenberger et al., 2018). Lee’s (2009) investigation of
models can be explained by a third model of reciprocal relations where mathematics anxiety across 41 PISA 2003 participating countries found
mathematics anxiety and performance influence each other in a vicious that among higher achieving countries, East Asian high schoolers are
cycle (Cargnelutti et al., 2017; Du et al., 2021; Gunderson et al., 2018). likely to experience higher anxiety than their European counterparts,
Table 1 presents studies which have examined the mathematics but the mathematics anxiety and mathematics performance link is
anxiety-mathematics performance relationship. Most of the studies were stronger in the Western versus the Eastern world. Asian students use
conducted in Western, European countries. Longitudinal studies gener­ stricter standards to evaluate themselves (Luttenberger et al., 2018) and
ally supported the deficit model (Ma & Xu, 2004; Sorvo et al., 2019; like their parents they are not easily satisfied with their school perfor­
Wang et al., 2020; Zhang et al., 2022) or the reciprocal model (Carg­ mance compared to non-Asian students (Lee, 2009). Specific to the
nelutti et al., 2017; Du et al., 2021; Gunderson et al., 2018), where a Taiwanese social environment, test results are held in high esteem and
debilitating effect was simultaneously observed. Researchers have also serve as a mechanism for social expectations and comparison (Sung
explained insignificant relations between the constructs as a result of et al., 2016). Similarly, an examination of the PISA 2012 results for six
competing emotions (Peixoto et al., 2017) and motivational constructs countries by Kalaycıoğlu (2015) found that a significant relationship
(Kyttälä & Björn, 2010) in the same model. between mathematics anxiety and performance existed only in low
Additionally, negative activating emotions such as anxiety may not achieving countries like Greece, Turkey, and the USA, but not in the
always have adverse effects (Pekrun, 2006); moderate levels may be higher achieving countries of Hong Kong, the Netherlands, and England.
beneficial to intrinsically motivate students through heightened alert­ In sum, the literature has urged investigations of the anxiety-
ness and focused attention (Wang et al., 2015) since they would invest achievement link outside the western culture, longitudinal research as
more effort to avoid failure (Pekrun, 2006). In contrast to the proposed well as the involvement of possible mediators to enrich the discussion of
models, a few studies have found a positive correlation between anxiety mathematics anxiety and achievement. Consequently, the following
and performance; for example, Indian college students with high per­ hypotheses were tested. Mathematics anxiety would be negatively
formance experienced higher academic stress (Banu et al., 2015). From related to subsequent changes in mathematics achievement (H3a), and
the investigation of a similar educational level, Macher et al. (2013) achievement would be negatively related to later changes in mathe­
reported that statistics anxiety had a small yet positive association with matics anxiety (H3b).

Table 1
Summary of studies examining the anxiety-performance link.
Author Sample Size Location Grade Level Duration Model

Pekrun et al. (2017) 3,425 Germany High School Longitudinal Reciprocal


G5 to G9 (4 years; 5 waves)
Du et al. (2021) 2,789 China Elementary Longitudinal Reciprocal
G4 to G6 (2 years; 2 waves)
Cargnelutti et al. (2017) 198 Italy Elementary Longitudinal Reciprocal
G2 to G3 (1 year; 2 waves)
Gunderson et al. (2018) 634 USA Elementary Longitudinal Reciprocal
G1 and G2 (1 year; 2 waves)
Ma and Xu (2004) 3,116 USA High School Longitudinal Deficit
G7 to G12 (6 years; 6 waves)
Zhang et al. (2022) 823 China High School Longitudinal Deficit
G7 to G10 (1 year; 3 waves)
Sorvo et al. (2019) 1,321 Finland Elementary Longitudinal Deficit
G2 to G5 (1 year; 2 waves)
Wang et al. (2020) 1,043 Italy High School Longitudinal Deficit
(1 year; 2 waves)
Kyttälä and Björn (2010) 116 Finland High School Longitudinal Insignificant Results
G8 to G9 (1 year; 3 waves)
Passolunghi et al. (2016) 66 Italy High School Concurrent Debilitating
G6 and G8
Putwain et al. (2021 1,298 England Elementary Concurrent Debilitating
G4
Frenzel et al. (2007) 2,053 Germany Elementary Concurrent Deficit
G5
Henschel and Roick (2017) 368 Germany Elementary Concurrent Deficit
G4
Peixoto et al. (2017) 1,219 Portugal Elementary & Concurrent Insignificant Results
High School
G6 and G8

Note. G = Grade.

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2.5. Conceptualizing the relation among anxiety, cost, and achievement 3.2. Measurement tools
through CVT
3.2.1. Mathematics anxiety scale
Previous research has examined the CVT’s values-emotions- The mathematics anxiety scale was adopted from the Achievement
achievement link in the context of mathematics education testing con­ Emotions Questionnaire referring specifically to mathematics (Pekrun
current and uni-directional (Frenzel et al., 2007; Luo et al., 2014; et al., 2005; Pekrun et al., 2011). After removal of two items overlapping
Peixoto et al., 2017; Putwain et al., 2021; Tze et al., 2021) and bi- with effort/emotional cost, the four-item scale measured participants’
directional hypotheses (Gunderson et al., 2018). The findings of these cognitive (worry about failure; 3 items) and affective (nervousness; 1
investigation have been inconsistent with some reporting significant item) mathematics anxiety related to taking tests and completing
mediation patterns (Frenzel et al., 2007; Luo et al., 2014; Tze et al., mathematics homework. This inventory used a 5-point Likert scale
2021) while others found insignificant paths (Gunderson et al., 2018; ranging from 1 (strongly disagree) to 5 (strongly agree). Examples of items
Peixoto et al., 2017). Moreover, few studies have tested the theoretically are: “When taking the math test, I am tense and nervous,” and “I start
proposed indirect relationship between mathematics performance and sweating because I am worried I cannot complete my math assignments
emotions through value beliefs (Forsblom et al., 2022; Kim & Pekrun, in time.”.
2014; Pekrun, 2006). Forsblom et al. (2022) used a three-wave uni- The mathematics anxiety scale was translated into Chinese and back
directional model and found insignificant effects of achievement on into English to ensure the same meaning. Model fit indices determined
enjoyment, anger, and boredom mediated by positive value appraisals acceptable construct validity and measurement invariance across the
for Portuguese highschoolers. Similarly, Kyttälä and Björn’s (2010) two- four waves of data. Cronbach’s alpha values for the measure were 0.69,
year uni-directional study found that attainment value had no mediating 0.73, 0.71, and 0.75 at Time 1 to Time 4, respectively, indicating
effect on the association between the mathematics performance of acceptable reliability.
eighth grade and the affective mathematics anxiety of ninth grade
Finnish students. 3.2.2. Mathematics cost scale
Since the CVT assumes reciprocal relationships between emotions, The Mathematics Cost scale was developed by Gaspard et al. (2015)
their antecedents (i.e., cognitive and value appraisals) and consequences and translated and validated in Chinese by Seetee et al. (2021). The
such as performance (Pekrun, 2006; Pekrun et al., 2017; Pekrun & Perry, negative perceptions that students have of engaging in mathematics
2014), by implication, value beliefs should mediate the effect of per­ tasks was assessed with 11 items that included facets of effort required
formance on emotions, and vice versa. To add to the contradictory (4 items; e.g., Dealing with math drains a lot of my energy), emotional
literature and limited study of both perceived cost and the mediatory cost (4 items; e.g., When I deal with math, I get annoyed), and oppor­
role of value appraisals within the CVT, this study tested whether tunity cost (3 items; e.g., I have to sacrifice a lot of free time to be good at
mathematics anxiety was associated with achievement via cost (H4) and math). The scale applied a 5-point Likert Scale (1 strongly disagree to 5
if yes, whether it was uni- or bi-directional. strongly agree). Model fit indices tested in this study revealed suitable
construct validity as well as measurement invariance across time.
3. Research methodology Cronbach’s alpha values for the measure were 0.92, 0.94, 0.95, and 0.91
at Time 1 to Time 4, respectively, indicating high reliability.
3.1. Sample and procedures
3.2.3. Mathematics achievement
The participants were 335 junior high school students (45.92% fe­ Students’ achievement in mathematics was measured in terms of
male) from six schools in the Taipei metropolitan area. Their ages their mid-semester grades during four semesters which were obtained
ranged from 12 to 14 years, with an average age of 12.61 years (SD = through the school administration. Only students with grades accessible
0.50) at Time 1 (Semester 1 of Grade 7). The study used pooled stratified in all waves were included in this study. At all four-time points grades
sampling to allow for the collection of data from schools with diverse ranged from 0 to 100.
characteristics such as: small/ large, public/private, as well as above/
below/average socio-economic districts. The survey data were collected 3.3. Data analysis
in four waves (Grade 7 fall, Grade 7 spring, Grade 8 fall, and Grade 8
spring) for 2 years. Both an exploratory factor analysis (EFA) and confirmatory factor
Sampling was done by class to decrease the cost of participation and analysis (CFA) were employed using mathematics anxiety and perceived
errors in self-reporting. One third of the classes were randomly selected cost variables to evaluate the construct validity. The normality of the
from each school. 3.93% of the students did not complete the survey at distribution for all variables at all waves was inspected through skew­
Time (T1), 7.23% at Time 2 (T2), and 12.11% and 12.37% at Time 3 ness and excess kurtosis. Composite scores were calculated for each scale
(T3) and Time 4 (T4) respectively. In all, 86.34% of the students by averaging the scores of the items to be used for descriptive and
completed the survey for all four time periods. The increased rate of inferential statistics. Due to the different mathematics tests in separate
incomplete surveys in the last two time periods was as a result of the schools, the achievement scores were standardized by converting them
regrouping of students based on ability at the beginning of T3 in one to T-scores by school. Then descriptive statistics and Pearson’s correla­
private school. This resulted in the loss of participants. Also, there were tion were generated to examine the overall picture of the variables along
no arrangements for a make-up survey for students who were absent at with their relationships. Prior to the main analyses, measurement
the time of data collection. invariance was established for the constructs of cost and mathematics
Participation was voluntary and participants’ information was kept anxiety across waves using Chen’s (2007) recommendations. The model
confidential. Data were collected during breaks, at lunch time, during fit indexes that were utilized were the comparative fit index (CFI), the
class time, or after school at their convenience. Participants who did not Tucker–Lewis index (TLI), the root mean square error of approximation
answer questions of a whole scale at any of the four time periods were (RMSEA), and the standardized root mean residual (SRMR). Values
removed. Missing values of the partially completed survey were imputed greater than 0.90 for CFI and TLI and<0.08 for RMSEA and SRMR were
using full maximum likelihood in Mplus. The survey was administered considered indicative of good fit for all models in this study (Kline,
after the second of the three regular examinations of each semester. 2011). Configural, metric, and scalar invariance were estimated since
Their nearest mathematics test scores, that is the second examination, metric invariance is the minimum requirement for the analysis of path
were obtained from the school records. coefficients. After determining the model fit indexes for configural
invariance, metric invariance was determined by a change of ≤ − 0.010

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S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

in CFI, supplemented by a change of ≤ 0.015 in RMSEA, or a change of − 0.003, ΔRMSEA ≤ 0.006, and ΔSRMR ≤ 0.004, signifying equal factor
≤ 0.030 in SRMR. For testing scalar invariance, a change of ≤ − 0.010 in loadings across the four waves. However, the scalar invariance models
CFI, supplemented by a change of ≤ 0.015 in RMSEA, or a change of ≤ for mathematics anxiety and cost did not fit the data well, revealing that
0.010 in SRMR would indicate invariance. across time, the measurement models had equal factor loadings but not
Finally, cross lagged panel model (CLPM) analyses determined the equal intercepts.
longitudinal relations among mathematics anxiety, mathematics
achievement, and perceived cost at four data time points. The robust 4.2. Descriptive statistics and correlations of the variables
maximum likelihood estimation was used with robust standard errors to
account for any non-normality. Although CLPM is not sufficient to prove Table 3 presents the means, standard deviations (SD), skewness, and
causality, it is deemed one of the best available methods to investigate kurtosis as well as the bivariate correlations among measures over time.
causal precedence of one variable over another (Newsom, 2015) since The means for anxiety ranged from 3.05(0.82) to 3.23(0.84), indicating
the temporal separation between variables builds an argument for and that participants acknowledged the presence of anxiety. Regarding cost,
lends support to causality (Selig & Little, 2012). Moreover, CLPM makes the means on a 5-point Likert scale for effort/emotional cost ranged
investigating reciprocal relationships easy and allows for the evaluation from 2.63(1.04) to 2.89(1.09) and 2.18(0.94) to 2.36 (1.00) for oppor­
of mediation through its portrayal of both direct and indirect effects tunity cost, signifying participants’ indecisiveness regarding perceived
(Selig & Little, 2012). The CLPM included all autoregressive and cross- cost, especially opportunity cost. The correlations between the same
lagged paths across consecutive waves and correlations between the variables over time were low to moderate for mathematics anxiety (r =
constructs at each time point. Gender was controlled as a covariate at all 0.38 - 0.62, p <.01) and effort/emotional cost (r = 0.37 - 0.67, p <.01);
four time points. The CLPM fit was assessed by the same indices as those low for opportunity cost (r = 0.27 - 0.47, p <.01) and high for mathe­
for CFA, and all significant autoregressive and cross-lagged paths were matics achievement (r = 0.76 - 0.84, p <.01). In line with H1a and H1b,
reported. All model testing was conducted in Mplus. anxiety was positively correlated with both dimensions of cost (r = 0.12
- 0.40).
4. Results The results show that while both opportunity cost and effort/
emotional cost were negatively correlated with mathematics grades,
4.1. Factor analyses most associations between mathematics anxiety and mathematics
achievement were non-significant, with the only significant relations
To explore the factorial structure, understand the patterns of vari­ being between anxiety at T4 and achievement at T1 and T2, which were
ables, and determine the number of factors to be retained for perceived unexpectedly positive. Grade related significantly more strongly to
cost, an integrated EFA including all items was conducted using Time 1 effort/emotional cost than to opportunity cost and anxiety. Moreover,
data. The maximum likelihood factor analysis with a cut-off point of the weakest correlations recorded were between mathematics anxiety
0.40 for factor loadings yielded a three-factor solution as the best fit for and mathematics grade. This suggests that mathematics anxiety and
the data. The factors were mathematics anxiety, effort/emotional cost, opportunity cost do not appertain to mathematics achievement over
and opportunity cost. All items showed moderately strong factor load­ time.
ings from 0.46 to 0.92. Similar to Gaspard et al. (2017), cost was divided
into two rather than three factors and effort required and emotional cost 4.3. Longitudinal relationships for mathematics anxiety, cost, and
formed one factor. Two items related to class-related anxiety were mathematics grades
deleted from the mathematics anxiety scale because they loaded with
the effort/emotional cost factor. This redefined anxiety to test and Table 4 shows the results of the CLPM analysis including both
homework anxiety. This validated Jiang et al.’s (2018) suggestion that autoregressive coefficients and cross-lagged paths over time. Gender
even if emotional cost and negative emotions may be related and some was controlled and no significant effects were found for the four time
items may overlap, they are two distinct constructs. These authors argue points. Both models fitted the data well with indices of RMSEA = 0.06,
that emotional cost focuses on cognitive evaluations of emotional bur­ CFI = 0.99, TLI = 0.95, and SRMR = 0.06 for the effort/emotional cost
dens related to a task which may deter engagement, making it motiva­ model and RMSEA = 0.02, CFI = 0.99, TLI = 0.99, and SRMR = 0.04 for
tional beliefs, whereas negative emotions concern feelings experienced the opportunity cost model. The autoregressive results suggest statisti­
in specific situations. To examine the internal validity of the factor cally significant low to moderate positive influences of mathematics
structure obtained through the EFA, an integrative CFA was conducted anxiety, cost, and mathematics achievement on themselves across time
including mathematics anxiety and cost for each of the four waves. The (all ps < 0.001) for both cost models. Additionally, the autoregressive
results of the CFA models are presented in Table 2. These results indicate coefficients for achievement decreased steeply; they were 0.83 from T1
an acceptable model fit with marginal RMSEA based on the above- to T2, 0.53 from T2 to T3, and 0.42 from T3 to T4. The coefficients for
mentioned cut-off criteria. the other variables were stable, then decreased.
We tested measurement invariance across waves separately for As depicted in Fig. 1, the only significant cross-lagged pathway in the
mathematics anxiety and cost. The configural invariance model indi­ opportunity cost model was from mathematics anxiety at T1 to oppor­
cated acceptable fit to the data for both mathematics anxiety (CFI = tunity cost at T2. Opportunity cost failed to demonstrate any significant
0.99, TLI = 0.99, RMSEA = 0.01, and SRMR = 0.04) and cost (CFI = pathways to mathematics anxiety and performance. Fig. 1 displays
0.90, TLI = 0.89, RMSEA = 0.06, and SRMR = 0.07) which meant that standardized coefficients of statistically significant relations but omits
the factor structures were equal across time. The loss of fit for the metric the non-significant and autoregressive paths to improve readability. The
invariance model for both mathematics anxiety and cost was ΔCFI ≤ positive relations between anxiety and both dimensions of cost might
appear to be inconsistent at first glance. The pattern makes sense only
when it is viewed from a year-long period from T2 to T4. Anxiety pre­
Table 2 dicted opportunity cost from T1 to T2. Higher levels of effort/emotional
Integrative CFA of Mathematics Anxiety and Cost across Times 1–4.
cost at T2 predicted higher Anxiety at T3, with this anxiety predicting
CFI TLI SRMR RMSEA subsequent effort/emotional cost at T4. This relationship, if perceived
Time 1 0.90 0.90 0.05 0.077 from a relatively long interval, is in line with the CVT, supports H1a and
Time 2 0.96 0.95 0.05 0.077 H1b, and is an indication of a positive reciprocal relationship between
Time 3 0.95 0.94 0.07 0.083 mathematics anxiety and effort/emotional cost.
Time 4 0.92 0.91 0.07 0.084
High effort/emotional cost predicted lower mathematics

6
S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

achievement from T1 to T2 (supporting H2a) and vice versa (supporting

Note. T1 = Time 1, 1st semester of Grade 7; T2 = Time 2, 2nd semester of Grade 7; T3 = Time 3, 1st semester of Grade 8; T4 = Time 4, 2nd semester of Grade 8; EEC = Effort/Emotional Cost; OC = Opportunity Cost; * p <
− 0.43
− 0.74
(9.71)
H2b), but the direction of the prediction was only from achievement to

51.58
16
effort/emotional cost in subsequent waves (supporting H2b, not H2a). In

1
other words, a negative reciprocal relation between effort/emotional
cost and achievement only existed in the seventh grade. Moreover, the

− 0.59
− 0.41
0.83**

(9.61)
51.18
predictive power from achievement to effort/emotional cost reduced
15

1
from − 0.25 to − 0.14 in the coefficient estimates over time. It seems that
effort/emotional cost and mathematics achievement reinforce each

− 0.56
− 0.52
0.83**
0.82**

(9.58)
other in the beginning of junior high school, but are then gradually

51.14
14

decoupled. Depicted in Fig. 1, the direct influence of anxiety on per­

1
formance was not significant across all time periods. The reverse influ­
ence occurred as students transitioned between the two grades (T2 to

− 0.54
− 0.29
0.84**
0.79**
0.76**

(9.64)
50.93
T3). Similar to the correlation analysis, this relation was positive rather
13

1
than negative. Both H3a and H3b were rejected.
Finally, the indirect effect of mathematics anxiety on achievement
− 0.05
− 0.06
− 0.02
− 0.04 mediated by effort/emotional cost was weak and not significant. How­
2.36

0.61
0.05
(1)
12

ever, indirect effects in the reverse direction, that is, the effects of
1

achievement on mathematics anxiety mediated by effort/emotional cost


was significant (partially confirming H4) but only within the first three
− 0.14**
− 0.10

− 0.09
− 0.07
0.47**

(0.94)

time points, where achievement at T1 predicted decreased effort/


2.18

0.61
0.02
11

emotional cost at T2, which in turn was associated with increased


1

anxiety at T3. Overall, the results support H2b, partially support H1a,
H1b, H2a, and H4, but reject H3a and H3b.
− 0.13*
− 0.12*
− 0.06
− 0.05

(1.04)
0.46**
0.37**

2.76

0.26
0.03
10

5. Discussion

Grounded in the CVT, this study examined whether and to what


− 0.19**
− 0.19**
− 0.16**
− 0.12**

− 0.53
0.40**
0.31**
0.27**

2.27

0.67

extent mathematics anxiety, perceived cost (i.e., effort/emotional cost


(1)
9

as well as opportunity cost), and mathematics achievement of Taiwa­


nese adolescents influenced each other over time. The results provide a
− 0.31**
− 0.34**
− 0.39**
− 0.44**

more comprehensive understanding of the directionality and strength of


− 0.53
0.17**
0.30**
0.28**
0.42**

2.82

0.18

the interrelationship. Our longitudinal model further revealed that


(1)
8

within the context of the CVT, it would be imprudent to exclude effort/


emotional cost as is the norm since it exhibits unique predictive power
− 0.38**
− 0.41**
− 0.40**
− 0.38**

for the mathematics anxiety and mathematics performance of


− 0.38
(1.04)
0.65**
0.20**
0.35**
0.48**
0.28**

2.63

0.31

adolescents.
7

1
Descriptive statistics and correlations among mathematics anxiety, cost, and mathematics grade.

5.1. Long-term reciprocal relations between mathematics anxiety and cost


− 0.32**
− 0.38**
− 0.36**
− 0.33**

− 0.53
0.67**
0.61**
0.17**
0.44**
0.29**
0.26**

2.89

0.15

The data showed generally low to moderate positive correlations


(1)
6

between mathematics anxiety and both effort/emotional and opportu­


nity cost, ranging from 0.12 to 0.41, which were consistent with our
− 0.20**
− 0.25**
− 0.19**
− 0.21**

hypotheses (H1a and H1b). Based on the longitudinal models, the


− 0.37
0.48**
0.47**
0.37**
0.39**
0.27**
0.23**
0.19**

2.78

0.12

increased anxiety of transitioning from elementary to high school pre­


(1)
5

dicted only high opportunity cost but not the reverse (i.e., T1 to T2).
Concerning effort/emotional cost, the relation was found to be long term
− 0.46
0.14**
0.18**

0.27**

0.25**
0.20**
0.30**

(0.84)
0.13*
0.11*

and positively reciprocal since effort/emotional cost at T2 predicted


0.09

0.11

0.10
0.09
3.11

0.28
4

anxiety at T3, which influenced subsequent effort/emotional cost at T4.


Starting the seventh grade with feelings of fear and apprehension for
a subject like mathematics may elicit avoidance behaviors and
− 0.28
0.59**
0.16**
0.27**
0.28**
0.27**

0.27**
0.27**
0.24**

(0.82)
0.12*

0.03
0.07
0.02
0.04
3.05

0.16

strengthen the conviction that the domain requires too much forgone
3

opportunity. Experiences in the seventh-grade prompt perceptions of


effort requirements and anticipated negative affect resulting in mathe­
− 0.30
0.62**
0.59**
0.16**
0.26**
0.16**
0.26**
0.13**
0.39**
0.21**
0.19**

(0.87)

matics anxiety in the eighth grade. As this anxiety developed so too does
0.04
0.05
0.05
0.06
3.16

0.02
2

the expected effort and negative emotions. Notably, the cross-lagged


panel analysis depicted that the influence of mathematics anxiety on
effort/emotional cost occurred within a school year, whereas the in­
− 0.43
0.51**
0.38**
0.45**
0.41**
0.20**
0.23**
0.19**
0.21**
0.28**
0.15**

(0.84)
0.10
0.03
0.02
0.02
0.01
3.23

0.15

fluence of effort/emotional cost on anxiety was observed across the


1

0.05, **p < 0.01, two-tailed.

seventh and eighth grades. Whether and how the summer break or
changes in mathematics curriculum make a difference is worth further
T1
T2
T3
T4

investigation.
13. Achievement
14. Achievement
15. Achievement
16. Achievement
1. Anxiety T1
2. Anxiety T2
3. Anxiety T3
4. Anxiety T4

5.2. Short-term reciprocal relations between effort/emotional cost and


Mean (SD)
10. OC T2
11. OC T3
12. OC T4

Skewness
5. EEC T1
6. EEC T2
7. EEC T3
8. EEC T4
9. OC T1

Kurtosis

mathematics achievement
Table 3

We hypothesized significant negative bidirectional relations between

7
S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

Table 4
Longitudinal Relations between Cost, Mathematics Anxiety, and Mathematics Achievement (Standardized Coefficients).
Effort/Emotional Cost Model Opportunity Cost Model

T1 → T2 T2 → T3 T3 → T4 T1 → T2 T2 → T3 T3 → T4

Autoregressive Paths
Anxiety 0.54*** 0.55*** 0.39*** 0.51*** 0.56*** 0.33***
(0.046) (0.044) (0.050) (0.042) (0.046) (0.050)
Cost 0.43*** 0.54*** 0.37*** 0.35*** 0.38*** 0.35***
(0.050) (0.043) (0.053) (0.048) (0.053) (0.051)
Achievement 0.83*** 0.53*** 0.42*** 0.84*** 0.55*** 0.45***
(0.018) (0.053) (0.049) (0.017) (0.051) (0.051)
Cross lagged Effects
Anxiety → Cost 0.04 0.01 0.10* 0.22*** 0.05 0.08
(0.053) (0.042) (0.043) (0.049) (0.052) (0.049)
Cost → Anxiety − 0.05 0.14*** − 0.08 0.03 0.03 0.03
(0.053) (0.046) (0.045) (0.049) (0.046) (0.041)
Cost → Achievement − 0.11** − 0.06 − 0.02 − 0.04 0.04 0.03
(0.034) (0.033) (0.032) (0.031) (0.032) (0.029)
Achievement → Cost − 0.25*** − 0.16*** − 0.14*** − 0.07 − 0.07 0.04
(0.048) (0.043) (0.044) (0.050) (0.049) (0.047)
Anxiety → Achievement 0.04 0.03 0.01 0.001 − 0.00 − 0.01
(0.033) (0.031) (0.030) (0.031) (0.032) (0.029)
Achievement → Anxiety 0.02 0.10* 0.04 0.03 0.04 0.08
(0.048) (0.045) (0.043) (0.032) (0.043) (0.040)

Note. Statistics are standardized coefficients. * p <.05; **p <.01; ***p <.001; Standard errors (SE) in parentheses.

Fig. 1. Longitudinal cross-lagged model for mathematics anxiety, cost, and mathematical performance. Note. Non-significant and autoregressive paths are omitted.
Statistics are standardized coefficients. EEC = effort/emotional cost; OC = opportunity cost; Bold = effort/emotional cost model; Grey = opportunity cost model* p
<.05; **p <.01; ***p <.001.

cost and achievement. Descriptive data depicted low to moderate cor­ cost on mathematics achievement (Jiang, 2015; Jiang et al., 2020). For
relations ranging from − 0.12 to − 0.44, which seems to echo previous emotional cost, Jiang et al. (2020) found a direct negative effect,
studies using cross-sectional samples (e.g., Jiang, 2015). However, from whereas Jiang (2015) reported an indirect effect through performance
the longitudinal analysis, the opportunity cost model failed to demon­ avoidance goals and avoidance intentions. Jiang (2015) indicated that
strate any significant pathways as depicted in Table 4 and Fig. 1. Yet, the perceived cost is related to low value, and when students perceive high
effort/emotional cost model indicated reciprocal relations in the seventh effort and negative affect, they would limit their effort, which would be
grade, but only achievement influenced effort/emotional cost thereafter detrimental for their mathematics achievement, whereas our longitu­
(fully supporting H2b but only partially supporting H2a). dinal model confirmed this relation only in the seventh grade. Overall,
The finding for opportunity cost is at odds with cross-sectional achievement is an antecedent rather than an outcome of effort/
studies involving high school German students (Fries & Dietz, 2007; emotional cost.
Trautwein et al., 2012) and university students in the United States After the seventh grade, achievement predicted effort/emotional
(Flake et al., 2015) which have shown predictive effects on subsequent cost and not the other way around. A decrease in students’ mathematics
mathematics achievement. Meanwhile, regarding effort/emotional cost, performance may lead to a belief that their effort is inadequate, causing
our findings are consistent with the longitudinal investigations of high subsequent effort/emotional cost to surge. Moreover, the predictive
school South Korean students. Jiang and colleagues tested effort cost and power of achievement to effort/emotional cost decreased over time. The
emotional cost separately, and reported direct negative effects of effort coefficients dropped from − 0.25 (T1 to T2), to − 0.16 (T2 to T3), and

8
S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

then to − 0.14 (T3 to T4). Both the decreasing predictive power and the achievement and cost coupled with the prolonged reciprocal relations
disappearing effect of effort/emotional cost on achievement suggested a between cost and anxiety revealed that mathematics achievement was a
gradual decline in the interaction between effort/emotional cost and secondary antecedent (i.e., distal predictor) of anxiety working through
mathematics performance. Although studies like Gaspard et al. (2017) perceived cost. Achievement at T1 was negatively related to effort/
with participants from the western world indicate that cost becomes emotional cost at T2, which continued to positively predict anxiety at
more predictive as students move to higher grades, this finding was not T3. In other words, students’ performance at the beginning of the sev­
replicated for Taiwanese adolescents. enth grade decreased effort/emotional cost, and their mathematics
According to the CVT, value beliefs develop from repeated experi­ anxiety in the eighth grade reflected the perceptions of effort/emotional
ences in the academic setting, and success or failure in mathematics tests cost at the end of seventh grade. A study by Frenzel et al. (2007) pointed
would arouse certain judgements about values and cost and vice versa, in a similar direction, where mathematics performance of German
in a vicious cycle (Pekrun, 2006). Our findings partially support cost’s elementary students influenced mathematics anxiety via motivational
influence on achievement (H2a), and strongly support prior achieve­ beliefs of the importance to perform well in mathematics (attainment
ment predicting cost (H2b). As students’ progress to higher grade levels, values). It is probable that low mathematics performance can lead to
they may become more disengaged in school, causing diminished negative perceptions of completing a mathematics task and a suspicion
satisfaction and motivational beliefs (Eccles & Roeser, 2011). Value of worthwhileness, which would further legitimize nervousness and
beliefs are thought to be influenced by age and maturation (Eccles & worrisome feelings.
Wigfield, 2020). Students may have transitioned to high school (i.e., first However, the indirect path from achievement to anxiety was only
semester in seventh grade, T1) with lower control influencing the sig­ observed once. The prolonged cycle between anxiety and effort/
nificant relation between effort/emotional cost and achievement. There emotional cost, the decoupling relation between effort/emotional cost
is the possibility that as they work harder, their sense of control would and achievement, and the limited length of the study may all disturb the
become higher, which would in turn dismantle future influence of effort observation over time, and alluded to effort/emotional cost and anxiety
required and emotional cost at later time points. Also, as they progress having little longitudinal effect on achievement. Nevertheless,
through high school, Taiwanese adolescents may have been equipped achievement is more like a distal, rather than proximal predictor of
with and make efficient use of regulatory strategies for their effort/ anxiety, and not an outcome of anxiety. The findings suggest that
emotional cost to curb its influence on achievement. The findings also Taiwanese adolescents undertake realistic assessments of and are aware
suggest that seventh and eighth grades are a critical period in early of their own mathematics abilities which influences anxiety and
adolescence where the relation between effort/emotional cost and motivation.
achievement undergoes a major change. Thus, there is a need for the The finding of performance as a distal predictor corroborates the
extended study of the influence of cost across grade levels, especially CVT’s (Pekrun, 2006) assumption of the association between prior
before seventh grade and beyond eighth grade. mathematics performance and subsequent anxiety through cost. Kim
and Pekrun (2014) noted a gap in research which investigated the
5.3. Sporadic relations between mathematics anxiety and mathematics mediatory effect of motivation on the emotions-achievement link. This
achievement current study helped fill this this gap, and the results illuminate the
importance of examining mathematics anxiety since it is a consequence
From the bivariate correlations we saw only a few instances of sig­ of mathematics performance over a two-year period. However, the re­
nificant relations between mathematics anxiety and performance and sults questioned CVT’s proposal of achievement being an outcome of
positive correlations between anxiety and achievement. The positive emotions. More research is needed to explain whether this discrepancy
correlation was also reported in previous investigations of Taiwanese is due to cultural differences.
high schoolers (Chao & Sung, 2019; Sung et al., 2016). Moving along to
longitudinal models, this study found non-significant direct relations 6. Conclusion
from anxiety to achievement and a significant positive reverse rela­
tionship during the summer vacation, contradicting both H3a and H3b. The purpose of this current study was to investigate the longitudinal
This finding supports previous assessments of associations between relation among mathematics anxiety, perceived cost, and mathematics
anxiety and achievement which indicated complex and not always un­ grade. Some results of the study were consistent with CVT assumptions
favorable influences (Pekrun, 2006; Wang et al., 2015) as well as of reciprocal linkages among mathematics anxiety, cost, and perfor­
curvilinear associations (Chao & Sung, 2019; Keeley et al., 2008, Sung mance. This study provides the first longitudinal evidence of negative
et al., 2016). task value (i.e., cost) in the examination of the CVT of negative
The positive link from performance to subsequent anxiety as students achievement emotion of anxiety. The strength of this study lies in its use
transition between grades indicates that even when Taiwanese students of long-term longitudinal data from four time points and across two
experience improved performance in mathematics, subsequent anxiety grade levels to explore the roles of mathematics anxiety, perceived cost,
will increase rather than decrease. This finding is inconsistent with prior and performance, as well as testing separate aspects of cost to determine
research explored in a predominantly Western context. Nevertheless, it which are most relevant.
corroborates the CVT’s claim regarding the influence of the learning While the results of previous investigations of the interrelations
environment on emotions and their interrelatedness with learning among mathematics anxiety, value beliefs, and mathematics perfor­
achievement (Pekrun et al., 2017) and the evaluation of negative acti­ mance justify a focus on anxiety reduction or prevention (Frenzel et al.,
vating emotions such as anxiety as being ambivalent. The activating 2007; Putwain et al., 2021), the findings of the current study allude to
nature as well as the interplay of the many social and individual de­ interventions tailored to all three constructs at varying times. First, we
terminants of anxiety may induce a deviation from expectations. Simply see the effect of anxiety on both dimensions of cost being long term and
put, emotions are not universal and influenced by certain features of the within a school year, first influencing opportunity cost from T1 to T2 and
academic setting such as educational level, achievement level, or cul­ then effort/emotional cost from T3 to T4. This indicates a need for
ture, which future CVT studies may take into account. anxiety interventions during the school year. Second, although effort/
emotional cost lost its predictive power on achievement over the two
5.4. Indirect influence of mathematics achievement on mathematics years, our results suggest a possible effect of early effort/emotional cost
anxiety via cost intervention in the seventh grade at the beginning stage of learners’ high
school journey. Negative and maladaptive value beliefs did not only
In the effort/emotional cost model, the mutual effects between partially influence behavior which affects cognitive outcomes (i.e.,

9
S.M. St Omer and S. Chen Contemporary Educational Psychology 73 (2023) 102169

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