Returns and benchmarks
Align periods, cash flows and dividends.
What you should be able to do
Independently: Calculate total return including dividends and compare with a benchmark.
Suggested prerequisites
A short guide
Align periods, cash flows and dividends. Calculate total return including dividends and compare with a benchmark. Read the indicated source section, identify its key concepts and conditions, and work through the example. Record inputs, sources, units and assumptions. Keep your method separate from the result, mark unanswered questions, and review the output against the checklist.
An example
Price 100 to 108 plus dividend 2 gives a simple total return of 10%.
Your task
Calculate total return including dividends and compare with a benchmark.
Start with this source
Read the indicated section relevant to returns and benchmarks and complete the applied task.
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Your learning checklist
Required items: 0 / 10 completed or already known
Next: Read a role through its responsibilities
Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.
Try a practice set
Calculations and choices receive immediate checks. Review open responses yourself against the rubric. All examples are educational.