Course 506: Calculating Your Personal Rate of Return
Calculating Your Personal Return
In this course
1 Introduction
2 Reported Returns versus Personal Rates of Return
3 Calculating Your Personal Return
4 How to Do It
5 What Personal Returns Tell You

You’re on your own when it comes to calculating your personal rate of return. If you choose to enter a Transaction Portfolio in our Portfolio Manager, meaning that you enter the date on which you purchased various securities as well as the price you paid for them, you can see your personal gain or loss in individual funds (and in your entire portfolio) since you made an investment. Or you can enter the dates and prices of any purchases or sales into a financial calculator, or use the internal-rate-of-return function included in spreadsheet software.

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