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Thread: ChongoChingi's Account Talk

  1. 10-02-2006, 10:03 PM #25
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    EW_ret
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    Default Re: ChongoChingi's Account Talk

    Estimate YTD Return: 100X[(YTD Interest)/(Beginning Year Balance + 1/2xContributions)] = YTD (%).

    This return estimate assumes your contributions were evenly distributed throughout the period.

    Quote Originally Posted by ChongoChingi View Post
    Ok, I have a quick question in figuring my YTD return percentage. Here are my numbers:
    7303.78 Begining of the year balance
    4037.52 Contributions including matching
    11341.30 YTD Balance without interest made
    12113.46 Current Balance
    772.16 Interest Made

    So to calculate my current YTD percentage return do I divide the interest made (772.16) by my current balance, YTD balance w/o interest, or by the begining of the year balance?
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  2. 10-02-2006, 10:23 PM #26
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    Default Re: ChongoChingi's Account Talk

    CC,
    I get +8.28% for your YTD return 100X[(772.16)/(7303.78+2018.76)]= 8.28%
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  3. 10-03-2006, 12:50 PM #27
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    ChongoChingi
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    Default Re: ChongoChingi's Account Talk

    Thanks a bunch!
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