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Subject:  Determining Annualized rate of return for Portfo Date:  1/3/2005  12:06 PM
Author:  Fletch52 Number:  43844 of 81334

Fools: I have a question that I have not seen answered on these boards previously and as 2004 has just ended I think it is timely.

For those who contribute to their investments monthly and maybe with a lump sum tossed in here and there, can your investment broker provide you with an annualized rate of return?

I think this is a critical piece of information because without it how can you compare against benchmarks to see how you did.

I would appreciate any and all comments including any software that may calculate the return.

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