No. of Recommendations: 0
No, I believe it means I have to hold for 14 days. Unfortunately, most of our funds are proprietary.


I downloaded your spreadsheet - thanks for that.

However, I'm having a hard time figuring out the formulas. I guess I'm not approaching the calculations correctly. I looked at the 2002 numbers and taking the end balance less contributions/distributions throughout the year less the beginning balance, I come up with 25.97%.

What am I doing wrong? I'm a CPA, so not mathmatically challenged or anything! :)

I see your formula takes the product of each period and subtracts 1. However your original post states that annualizing interim periods is misleading, so just looking at 12/31/01 vs. 12/31/02 would seem to make sense. However, like I said, the result is lower.

thanks for your help. More finance classes in addition to the accounting classes would probably have helped! LOL

Can you point me to a book that shows how to do these calculations correctly?

thanks again
still learning.
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.