401K with RNWEX only (Diversified Emerging Mkts)
As of 09/29/16: Personalized Rate of Return YTD 14.52%.
RNWEX American Funds New World R4 Fund RNWEX Quote Price News
More to follow.
The magic of market timing, I call it.I'm not sure I follow. The fund is up 8.6%, it's all you own in your account, and you're up 14.5%?
The magic of market timing, I call it.
In the 401K account, they call it bi-monthly contributions.
...I'm up 7.53% YTD using XIRR.... 7.44% using moneychimp calculator.....
Through 9/30/2016 using the moneychimp calculator, my dividend portfolio is up 9.8%.
Using XIRR my dividend portfolio is up 81.9724% (unrounded).
Through 9/30/2016, up 8.00% using XIRR, 7.91% using moneychimp calculator.
Through 9/30/2016 using the moneychimp calculator, my dividend portfolio is up 9.8%.
Using XIRR my dividend portfolio is up 81.9724% (unrounded).
Hey, I didn't question your results.
82% return is unbelievably great! I wish I have an year like that.
As for reporting YTD returns, I am amused that some folks report a return for a selected account. I can do that: My son's (in college now) 529 plan is up 4.2%. My HSA is up 2.46%. My wife's Roth IRA is up 19.19%.
None of these tell one anything except perhaps that the 529 plan and HSA are invested more conservatively than that Roth IRA. Or maybe I should run XIRR() incorrectly and say the Roth IRA is up 26.36%?
Definitely, yes.What is measured, is managed.