Comments on: Estimate Your Overall Personal Rate of Return http://thefinancebuff.com/2007/01/estimate-your-overall-personal-rate-of-return.html like a friend telling you about money ... Thu, 19 Nov 2009 19:44:17 -0600 http://wordpress.org/?v=2.8 hourly 1 By: reunificacion deudas http://thefinancebuff.com/2007/01/estimate-your-overall-personal-rate-of-return.html/comment-page-1#comment-2439 reunificacion deudas Wed, 15 Jul 2009 21:34:32 +0000 http://blog.thefinancebuff.com/?p=52#comment-2439 It is really a nice post, its always great reading such posts, this post is good in regards of both knowledge as well as information.. These all happened within the pool. Ignore all interests, dividends, capital gains distribution, unless you took them out of your investment pool. Thanks for the post. It is really a nice post, its always great reading such posts, this post is good in regards of both knowledge as well as information.. These all happened within the pool. Ignore all interests, dividends, capital gains distribution, unless you took them out of your investment pool. Thanks for the post.

]]> By: 401kStumped http://thefinancebuff.com/2007/01/estimate-your-overall-personal-rate-of-return.html/comment-page-1#comment-89 401kStumped Wed, 14 Mar 2007 16:12:00 +0000 http://blog.thefinancebuff.com/?p=52#comment-89 Hi,<br/><br/>I've been trying to figure out how my Fidelty 401k could show a net market value loss of $80 and still say that I have a ROR of positive 1.2%. I tried your formula and also the XIRR formula in Excel. Results still don't make sense. Any idea where there might be a post on how Fidelty calculates their 401k ROR's?<br/><br/>Thanks Hi,

I've been trying to figure out how my Fidelty 401k could show a net market value loss of $80 and still say that I have a ROR of positive 1.2%. I tried your formula and also the XIRR formula in Excel. Results still don't make sense. Any idea where there might be a post on how Fidelty calculates their 401k ROR's?

Thanks

]]> By: TFB http://thefinancebuff.com/2007/01/estimate-your-overall-personal-rate-of-return.html/comment-page-1#comment-33 TFB Fri, 05 Jan 2007 06:34:00 +0000 http://blog.thefinancebuff.com/?p=52#comment-33 Here's a follow-up post for applying the simple formula to multiple years:<br/><br/><a HREF="http://thefinancebuff.com/2007/01/estimate-your-personal-rate-of-return.html" rel="nofollow">Estimate Your Personal Rate of Return for Multiple Years</a> Here's a follow-up post for applying the simple formula to multiple years:

Estimate Your Personal Rate of Return for Multiple Years

]]> By: TFB http://thefinancebuff.com/2007/01/estimate-your-overall-personal-rate-of-return.html/comment-page-1#comment-32 TFB Thu, 04 Jan 2007 19:02:00 +0000 http://blog.thefinancebuff.com/?p=52#comment-32 This simple formula actually works for both a single year and multiple years, provided that your net investments are roughly even during those years. I will do a follow up post later. This simple formula actually works for both a single year and multiple years, provided that your net investments are roughly even during those years. I will do a follow up post later.

]]> By: Anonymous http://thefinancebuff.com/2007/01/estimate-your-overall-personal-rate-of-return.html/comment-page-1#comment-31 Anonymous Thu, 04 Jan 2007 09:51:00 +0000 http://blog.thefinancebuff.com/?p=52#comment-31 Hi,<br/><br/>Thanks for the great information. Now, do you have a simplified formula for calculating personal rate of return for multiple years? For example, what is my personal rate of return from 1998 to 2006? I assume the formula you presented here won't work correctly beyond one year period.<br/><br/>Thanks! Hi,

Thanks for the great information. Now, do you have a simplified formula for calculating personal rate of return for multiple years? For example, what is my personal rate of return from 1998 to 2006? I assume the formula you presented here won't work correctly beyond one year period.

Thanks!

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