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Investing/Strategies / Retirement Investing
|Subject: Re: Secrets of the 0.2%||Date: 1/22/2012 10:20 PM|
|Author: intercst||Number: 69969 of 81336|
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'd use a longer period than one quarter. Maybe use the 5-year returns for each of the funds in your portfolio. You can find that on the www.Morningstar.com website
Here's an article on how to calculate the hidden costs for a mutual fund as well as a simple Excel spreadsheet you can download.
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