Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Old 09-12-2016, 01:39 PM   #21
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 17,323
^^^^ That works fine if there are not additional investments or divestments during the period, other than that it will give you misleading results.

If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is online now   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-12-2016, 03:37 PM   #22
Recycles dryer sheets
Join Date: May 2013
Location: Toronto
Posts: 191
I use the Bogleheads returns spreadsheet found here:

Spudd is offline   Reply With Quote
Old 09-12-2016, 06:58 PM   #23
Thinks s/he gets paid by the post
sengsational's Avatar
Join Date: Oct 2010
Posts: 4,113
Originally Posted by tmm99 View Post
I still see PC as a beneficial tool, but it may not be 100% accurate.
The reason I use a spreadsheet is:
  1. Because I know exactly what it's doing.
  2. I don't need to divulge credentials to a third party
I have a "quickie" calculation that uses the same formula as the MoneyChimp calculator, and I have another spreadsheet that does XIRR (I only run that quarterly).

For a long time, I was just doing:

Originally Posted by nun
(Present balance - starting balance) / starting balance

That was plenty good enough for my purposes (since, as mentioned, it's not actionable), but it was easy enough to adjust the formula so that it presumed linear outflows (I'm drawing-down now, not saving). And that's all the MoneyChimp calculator does (I analyzed the JavaScript source code...very simple).
sengsational is offline   Reply With Quote
Old 09-12-2016, 07:45 PM   #24
Thinks s/he gets paid by the post
target2019's Avatar
Join Date: Dec 2008
Posts: 3,809
In a google sheet:
=GoogleFinance("VGENX", "returnytd")
is said to give you the total return of a mutual fund. You would compare the result to your regular sources to see if the result is to your specification.

Of course this assumes that you held the investment in total for the entire YTD period.

target2019 is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Yield and YTD return smooch FIRE and Money 3 12-13-2005 06:10 AM
YTD return smooch FIRE and Money 24 12-08-2005 10:17 AM
Cramer's YTD Return windsurf FIRE and Money 69 12-02-2005 05:11 AM
long-term bond YTD return Spanky FIRE and Money 43 02-08-2005 12:59 PM
What's Your YTD Return? Tommy_Dolitte Young Dreamers 53 12-02-2004 06:10 AM


All times are GMT -6. The time now is 10:10 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2018, vBulletin Solutions, Inc.