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Author: bension18 One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 25234  
Subject: Re: fund VS. personal rate of return Date: 2/28/2013 4:33 PM
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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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