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URL:  http://boards.fool.com/calculating-your-personal-return-can-get-30567303.aspx

Subject:  Re: fund VS. personal rate of return Date:  2/28/2013  4:33 PM
Author:  bension18 Number:  25016 of 25254

Calculating your personal return can get complicated since you have multiple contributions, re-invested dividends and possibly fees mentioned earlier.

If you made a one-time contributions on Jan 1 - at the end of the year it would be easier to calculate the return.

Try using excel to see if you can match the return on your statement. Use the XIRR function, this incorporates the timing of each contribution/dividend re-investment

http://www.experiglot.com/2006/10/17/how-to-use-xirr-in-exce...
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