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Fund Performance Yield for a portfolio

General questions about using Fund Manager that do not fit into any other forum.

Postby lucabol » Mon Oct 20, 2008 9:16 pm

Hi, how do you calculate the fund performance yield for a portfolio?

I'm looking for a performance measure for my overall portfolio that doesn't take into consideration the fact that my portfolio is much bigger now than it was when I started investing 10 years ago.

ROI, by the way it is structured, overweight the current returns because they are obtained over a larger basis.

.luca
lucabol
 
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Postby Mark » Tue Oct 21, 2008 9:50 am

Hi luca,

The fund performance yields for a portfolio are calculated as a simple average of all the investment's fund performance yields.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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