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Problem 3 Calculate the future value of the following annuity streams: (Use an e

ID: 2736396 • Letter: P

Question

Problem 3 Calculate the future value of the following annuity streams:

(Use an excel worksheet to show calculations)

A) $ 5,000 received each year for 5 years on the last day of each year if your investments pay

      6% compounded annually?

B) $ 1,250 received each quarter for 5 years on the last day of each quarter if your investments

      pay 6% compounded quarterly?

C) $ 5,000 received each year for 5 years on the first day of each year if your investments pay

     6% compounded annually?

D) $ 1,250 received each quarter for 5 years on the first day of each quarter if your investments

      pay 6% compounded quarterly?

Recommended excel format

            Rate                 NPER              PMT                PV                   FV

Explanation / Answer

Problem N0.

Rate

NPER

PMT

PV

FV

Explanation

A

6% p.a.

5 Yrs

5000 (Last Day)

-

                  28,185

1

B

6% p.a.

5 Yrs (Compounded Querterly)

5000 (Last Day)

-

                  28,905

2

C

6% p.a.

5 Yrs

5000 (First Day)

-

                  29,876

3

D

6% p.a.

5 Yrs (Compounded Querterly)

5000 (First Day)

-

                  29,338

4

Explanation 1

Future Value of annuity

=

P[(1+r)n-1]

r

=

5000(1.338226-1)

0.06

=

28185

Explanation 2

Future Value of annuity

=

P[(1+r)n-1]

r

=

1250(1.346855-1)

0.015

=

28905

Explanation 3

Future Value of annuity

=

P[(1+r)n-1]

*(1+r)

r

=

5000(1.338226-1)

*1.06

0.06

=

29876.1

Explanation 4

Future Value of annuity

=

P[(1+r)n-1]

*(1+r)

r

=

1250(1.346855-1)

*1.015

0.015

=

29338.575

Problem N0.

Rate

NPER

PMT

PV

FV

Explanation

A

6% p.a.

5 Yrs

5000 (Last Day)

-

                  28,185

1

B

6% p.a.

5 Yrs (Compounded Querterly)

5000 (Last Day)

-

                  28,905

2

C

6% p.a.

5 Yrs

5000 (First Day)

-

                  29,876

3

D

6% p.a.

5 Yrs (Compounded Querterly)

5000 (First Day)

-

                  29,338

4

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