Re: Rate of Return

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In Reply to: Re: Rate of Return posted by Mark on March 31, 1999 at 08:02:26:

: : ok.. another question... where is the calculation for the rate of return? in other words, increase (or decrease) in fund value divided by total money invested? This is very important for my reports. The % Gain I does fine when there's a beginning value and an end value, but does not give the desired result when there are additional monies invested.

: : thank you !!

: Hi Melody,
: The best figure of merit for performance on your
: invested money is the ROI yield reports. These
: factor in the time value of your money. See the
: ROI Yield report.

: Thanks,
: Mark
: --
: Mark Beiley

Mark -

the ROI yield report does not illustrate what we need to show our clients. The "old" version's Portfolio Performance report was correct in 99.9% of the time.. the % Gain-I provided the "rate of return" for the period we chose to highlight. The ROI report only does specified increments. Many of our reports are for periods of time that do not conform to this particular report.

I've put together a custom report using ROI (btw)yet the 0 (zero) in the beginning value makes it almost impossible to run the custom report as well (in cases where there are multiple investments with different "start" dates.

I liked the old version's portfolio performance better.

thanks !!

Melody

Replies:

• Re: Rate of Return Mark 20:38:44 3/31/99 (0)