Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
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
Novice
Compute Time-Weighted Investment Return
 
Join Date: Apr 2015
Posts: 5
billbowers is on a distinguished road
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
Attached Images
File Type: jpg KEITH-A-MERRILL-CALC-TO-MSFT-COMMUNITY-TWO-6-23-16.JPG (65.1 KB, 12 views)
Reply With Quote
  #2  
Old 06-23-2016, 08:30 AM
Pecoflyer's Avatar
Pecoflyer Pecoflyer is offline Compute Time-Weighted Investment Return Windows 7 64bit Compute Time-Weighted Investment Return Office 2010 64bit
Expert
 
Join Date: Nov 2011
Location: Brussels Belgium
Posts: 2,603
Pecoflyer is a splendid one to beholdPecoflyer is a splendid one to beholdPecoflyer is a splendid one to beholdPecoflyer is a splendid one to beholdPecoflyer is a splendid one to beholdPecoflyer is a splendid one to beholdPecoflyer is a splendid one to beholdPecoflyer is a splendid one to behold
Default

Hi
nothing attached. To get better help always post a workbook on which we can work. Images are useless.

Thanks
__________________
Did you know you can thank someone who helped you? Click on the tiny scale in the right upper hand corner of your helper's post
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Calculating the cost of an investment lynchbro Excel 0 06-11-2015 08:26 AM
Cost of Investment with assumptions lynchbro Excel 0 06-25-2014 04:07 PM
Animation won't play second time through after return to previous slide logandesign PowerPoint 4 05-05-2012 08:55 PM
Compute Time-Weighted Investment Return Software to create weighted hierarchy chart? RichardD Office 1 02-10-2012 07:56 PM
Compute Time-Weighted Investment Return Return cuurent time when another cell is updated zks Excel 6 01-22-2012 10:24 PM

Other Forums: Access Forums

All times are GMT -7. The time now is 08:33 PM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2022, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2022 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft