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Fidelity: Year-To-Date Change
Old 01-01-2006, 12:19 PM   #1
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Fidelity: Year-To-Date Change

Is this value net of expenses? Mine for the year shows 11.2%.


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Re: Fidelity: Year-To-Date Change
Old 01-01-2006, 07:36 PM   #2
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Re: Fidelity: Year-To-Date Change

If you are getting this number from your Fidelity 401k account then it is probably your "personal rate of return".* It is my understanding that this includes all activity in your account over the period, including expenses.* Think of it as the rate of return you earned on an imaginary savings account with all of the same investment/withdrawal activity.
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