The Motley Fool Discussion Boards

Previous Page

Financial Planning / Foolish 401(k)s


Subject:  Re: fund VS. personal rate of return Date:  2/28/2013  4:33 PM
Author:  bension18 Number:  25016 of 26295

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
Copyright 1996-2020 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us