The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/intercst-wrote-id-compare-your-overall-return-29796516.aspx

Subject:  Re: Secrets of the 0.2% Date:  1/22/2012  7:59 PM
Author:  wolfman225 Number:  69967 of 75810

intercst wrote:

I'd compare your overall return vs. putting 100% in the Vanguard Total Stock Market Index. If those other funds on your list have high portfolio turnover, the hidden costs could easily double the 0.83% to 1.04% expense ratio. The hidden costs for the Vanguard fund are only 0.022%

Do you have a formula I could use to figure total return that accounts for differing weekly contribution amounts? I'm not real good at setting up spreadsheets to do that. Or can I simply average the return %'s shown for each in my quarterly reports?

I had assumed (I know, I know) that the expense ratio accounted for turnover and trading costs.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us