You can't accurately calculate annual return on an account on which you constantly add or withdraw funds. All you can do is estimate the rate of return.Most would take the $12K loss as 8/12 of a year. So the annual estimated loss is $17910 (12000/.67). Your estimated annual rate of return is -25.6%.If its a single mutual fund or account with few investments, you can also look at their change in share value to make an estimate, but you must include all distributions in the account and if you have several investments in the account, you have to apportion the contribution by each. Its not difficult in a spreadsheet program if you are patient and into details.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra