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Subject: Re: Analyzing 401(k) statement  Date: 2/3/1998 5:55 PM  
Author: rbednarski  Number: 1616 of 76384  
gamadrid wrote: <<I just received my 401(k) statement today, and I am trying to analyze my returns>> A standard financial formula for estimating the rate of return is: i=2I/(A+BI) where: A is the market value at the beginning of the period B is the market value at the end of the period, and I is the total investment return in dollars. If the only external cashflows during the year were contributions of C then you can compute I with the following formula: I=BAC If, in addition to contributiosni n the amount of C there were disbursements in the amount of D you would compute I as: I=BAC+D Hope this helps. rich 

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