2017 YTD investment performance thread

[target2019]

Thanks for the link. This one gives a number really close to my calculation. Strange that both Fidelity and Vanguard would report 2-3% higher...

This proves that the institutions use something similar to XIRR, whereas other sites and your calculation are using something else.

"XIRR is a function for calculating internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals."

I once compared an XIRR calculation in Excel to what my 401k was reporting. It was exact. Since then I've determined that using what various institutions report for performance is fast and clean, whereas my encounters with XIRR are slow and dirty.

 

[street]

If you search this thread for "moneychimp", that has been one way people here have been measuring their return.

Investment Return Calculator: Measure your Portfolio's Performance

Thanks and I have used that one and got that tool from someone from this site. It is a good one.

 

[Brett_Cameron]

~12.4%

 

[kgtest]

2018 YTD Investment Thread For anyone who likes continuity.

 

[Lawrencewendall]

2017 15.57%

Cash 1.53%
Intl Bonds 1.35%
U.S. Bonds 7.69%
Intl Stocks 8.25%
U.S. Stocks 62.72%
REITs 18.46%

 

[redduck]

Using moneychimp, it looks like the total portfolio is coming in at 9.28%. The 9.28% is subject to change depending upon a numbers review and my mood at the time of review.

 

[Turboslacker]

Finished 2017 YTD up 66.4%