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|Subject: Re: Analyzing 401(k) statement||Date: 2/3/1998 5:55 PM|
|Author: rbednarski||Number: 1616 of 81358|
<<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:
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:
If, in addition to contributiosni n the amount of C there were disbursements in the amount of D you would compute I as:
Hope this helps.
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