Compute Time-Weighted Investment Return
Hello. Please see the attachment...the part framed in blue; regarding "money-weighted return" and "time-weighted return". It is a photo of a page in a brokerage statement that covers 2008-2015 (ignore 2016).
The statement does not compute the annualized return. It only computes the "total return" in the last column "Entire Period".
The 2nd row called "contributions/withdrawals" are deposits into the brokerage account.
QUESTION:
How can I compute an annual "money-weighted return" and/or annual "time-weighted return"?
Since I don't have the exact dates of the "contributions", let's assume they all were made on June 30 of the years in which contributions were made.
Thanks in advance.
Bill
Georgetown, IN
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