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URL:  http://boards.fool.com/wolfman225-asks-do-you-have-a-formula-i-could-use-29796682.aspx

Subject:  Re: Secrets of the 0.2% Date:  1/22/2012  10:20 PM
Author:  intercst Number:  69969 of 76398

wolfman225 asks,

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.

http://retireearlyhomepage.com/mutualhiddencosts.html

intercst
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