This project is presented as an optional exercise with which to pThis project is presented as an optional exercise with which to practice some of the skills we have learned this term in a more open-ended fashion. Our book Statistics for Managers Using Microsoft Excel, 8th Edition (Levine, Stephan, Szabat) describes a scenario involving 407 retirement funds. Your task is to explore and analyze the data using appropriate statistical methods with which to answer the questions presented here. The directions are intentionally limited in order to allow you to practice selecting methods based on the nature of the questions.
Part 1: Summarizing and Visualizing Data
Compute descriptive statistics to analyze the differences in 3-year return percentages, 5-year return percentages, and 10-year return percentages for the retirement funds data. In your analysis, examine differences between the growth and value funds as well as the differences among the small, mid-cap, and large market cap funds.
Create appropriate graphical displays to complement your analysis.
Part 2: Statistical Inference
Determine whether there is a statistically significant difference between the small, mid-cap, and large market cap funds in the three-year return percentages, five-year return percentages, and ten-year return percentages.
Determine whether there is a statistically significant difference in risk based on market cap, a difference in rating based on market cap, a difference in risk based on type of fund, and a difference in rating based on type of fund.
Develop regression models to predict the one-year return, the three-year return, the five-year return, and the ten-year return based on the assets, turnover ratio, expense ratio, standard deviation, type of fund (growth versus value), and risk. (For this analysis, combine low and average risk into the new category “not high.”)
ractice some of the skills we have learned this term in a more open-ended fashion. Our book Statistics for Managers Using Microsoft Excel, 8th Edition (Levine, Stephan, Szabat) describes a scenario involving 407 retirement funds. Your task is to explore and analyze the data using appropriate statistical methods with which to answer the questions presented here. The directions are intentionally limited in order to allow you to practice selecting methods based on the nature of the questions.
Develop regression models to predict the one-year return, the three-year return, the five-year return, and the ten-year return based on the assets, turnover ratio, expense ratio, standard deviation, type of fund (growth versus value), and risk. (For this analysis, combine low and average risk into the new category “not high.”) This project is presented as an optional exercise with which to practice some of the skills we have learned this term in a more open-ended fashion. Our book Statistics for Managers Using Microsoft Excel, 8th Edition (Levine, Stephan, Szabat) describes a scenario involving 407 retirement funds. Your task is to explore and analyze the data using appropriate statistical methods with which to answer the questions presented here. The directions are intentionally limited in order to allow you to practice selecting methods based on the nature of the questions.
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