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> OT: Rate of Return Calculations, Big brain Fart
Qarl
post May 12 2005, 06:52 PM
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Let's say I invested $1000 in a mutual fund on November 1, 2002

At the end of April of 2005, it is worth $1450.

My gain is $450 or 45% since I purchased it.

But how do I calculate how much average annual return it has been for the 30 month period. Or in other words, it's equivalent to an investment making X% a year?

What's the formula?

Thanks....



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Posts in this topic
Qarl   OT: Rate of Return Calculations   May 12 2005, 06:52 PM
iamchappy   Qarl have you stopped taking your vitamins.?   May 12 2005, 06:59 PM
black73   total %, divided by number of months, times 12= av...   May 12 2005, 07:03 PM
Qarl   No... I guess I'm trying to figure out the equ...   May 12 2005, 07:35 PM
black73   OK, you lost me. 18% x 2.5 years(30 months)= 45%   May 12 2005, 07:42 PM
scott thacher     May 12 2005, 07:49 PM
michel richard   <...   May 12 2005, 07:51 PM
Howard   ROI calculation: Initial Value: 1000 Value @2.5 y...   May 12 2005, 07:53 PM
michel richard   Hang on, the calculation I made assumes there was ...   May 12 2005, 07:56 PM
michel richard   To convert a yearly compounded figure into a month...   May 12 2005, 08:00 PM
ArtechnikA   i invested $1000 is 914 parts in 2002, but th...   May 12 2005, 08:00 PM
michel richard     May 12 2005, 08:58 PM
michel richard     May 12 2005, 09:04 PM
Howard     May 12 2005, 11:29 PM
airsix   Ok, now that you all know your return lets calcula...   May 13 2005, 10:38 AM
Carl   OK, I'll bite. Ben, please explain calculatio...   May 13 2005, 10:54 AM
airsix     May 13 2005, 01:22 PM
michel richard     May 13 2005, 01:25 PM
michel richard   Ben, Your post crossed mine. I meant "we don...   May 13 2005, 01:29 PM
airsix  

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