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

Attached Images

KEITH-A-MERRILL-CALC-TO-MSFT-COMMUNITY-TWO-6-23-16.JPG (65.1 KB, 15 views)