CFA® Level 1 Exam: Ordinary Annuity Payment Calculation

Calculating Ordinary Annuity Payment for 7% Required Rate of Return

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Question

If an investor who has a required rate of return of 7% per year pays $1,000 for a five-year ordinary annuity, the annuity pays ________ per year.

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Explanations

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A. B. C. D.

A

If the annuity pays C per year, we have 1,000 = C/0.07*(1-1/(1.07^5)) => C = 1,000*0.07/0.287 = 244.

To determine the annual payment of the ordinary annuity, we need to use the present value of an ordinary annuity formula. The formula is as follows:

PV=C×(1(1+r)n)/rPV = C \times \left(1 - \left(1 + r\right)^{-n}\right) / r

Where: PV = Present value or the initial investment ($1,000 in this case) C = Annual payment r = Required rate of return per year (7% or 0.07) n = Number of years (5 years in this case)

We need to solve the formula for C, which represents the annual payment. Rearranging the formula to solve for C, we get:

C=PV×r/(1(1+r)n)C = PV \times r / \left(1 - \left(1 + r\right)^{-n}\right)

Now, let's substitute the given values into the formula:

C = $1,000 \times 0.07 / \left(1 - \left(1 + 0.07\right)^{-5}\right)

Calculating the denominator:

1(1+0.07)5=11.40255=0.402551 - \left(1 + 0.07\right)^{-5} = 1 - 1.40255 = -0.40255

Since the denominator is negative, we need to take its absolute value:

0.40255=0.40255\left| -0.40255 \right| = 0.40255

Now, let's substitute the value back into the formula:

C = $1,000 \times 0.07 / 0.40255

Simplifying the equation:

C = $1,000 \times 0.1739

Calculating the value:

C = $173.90

Therefore, the annual payment of the ordinary annuity is $173.90. However, none of the provided answer choices match this result. It's possible that there is an error in the answer choices or in the question itself.