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Old 06-23-2016, 08:05 AM
billbowers billbowers is offline Compute Time-Weighted Investment Return Windows 7 64bit Compute Time-Weighted Investment Return Office 2013
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Default 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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Old 06-23-2016, 08:30 AM
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Pecoflyer Pecoflyer is offline Compute Time-Weighted Investment Return Windows 7 64bit Compute Time-Weighted Investment Return Office 2010 64bit
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Hi
nothing attached. To get better help always post a workbook on which we can work. Images are useless.

Thanks
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