The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Analyzing 401(k) statement Date:  2/3/1998  5:55 PM
Author:  rbednarski Number:  1616 of 88513

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:



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.

Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us