No. of Recommendations: 0
Which make the 3 and 5 year returns seem so-so, and the 1 year return seem tremendous.

Well, the 1 year return is from 3/31/03 (the market low) to 3/31/04 (the market high), so it's probably accurate.

The 3 year return includes the 2002 market decline and the 5 year return also includes the 2000 market decline--hence the 1 year looks great while the 3 and 5 year not so great.

I'm finding it difficult to find out what *MY* contributions have been in the 4 years...It seems company plans are not very helpful in letting the participant find out what they contributed, and what was gained (or lost).

Don't you get quarterly statements from your 401K? Or at least end-of-year? Those statements should tell you how much was contributed by you, by your employer (if there's a match), and how much was gained/lost over the period covered.


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.