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#1
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cumulative return
hi how do i calculate cumulative return on the rate of return of
mutual funds |
#2
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cumulative return
Can you provide some details? What do you have now? What do you expect to
see? Regards, Ryan-- -- RyGuy " wrote: hi how do i calculate cumulative return on the rate of return of mutual funds |
#3
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cumulative return
Cumulative return is simply the compounding of each of your returns.
Assume you started with an investment of $1, and you had returns of 7%, 5.5%, -2.3% and 14.2%. Your ending value would be: =1.07*1.055*.977*1.142 And your cumulative return would be the above result less the $1 you started with. In formula terms, if you have returns of i1 to in, your cumulative return is: =(1+i1)*(1+i2)*...*(1+in)-1 Regards, Fred. wrote in message ... hi how do i calculate cumulative return on the rate of return of mutual funds |
#4
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cumulative return
General Solution:
http://www.investopedia.com/terms/c/...tivereturn.asp Some Food for Thought: http://finance.yahoo.com/funds/how_t...tive_Return s Regards, Ryan-- -- RyGuy "Fred Smith" wrote: Cumulative return is simply the compounding of each of your returns. Assume you started with an investment of $1, and you had returns of 7%, 5.5%, -2.3% and 14.2%. Your ending value would be: =1.07*1.055*.977*1.142 And your cumulative return would be the above result less the $1 you started with. In formula terms, if you have returns of i1 to in, your cumulative return is: =(1+i1)*(1+i2)*...*(1+in)-1 Regards, Fred. wrote in message ... hi how do i calculate cumulative return on the rate of return of mutual funds |
#5
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cumulative return
Investopedia has the correct calculation when you have the opening and
closing price of the security. However, the OP had a series of returns, therefore the formula is different. I also agree with Yahoo that you should use compound annual returns to compare investments, but that's not what the OP asked for. He asked how to calculated the cumlulative return, given a series of periodic returns. Regards, Fred. "ryguy7272" wrote in message ... General Solution: http://www.investopedia.com/terms/c/...tivereturn.asp Some Food for Thought: http://finance.yahoo.com/funds/how_t...tive_Return s Regards, Ryan-- -- RyGuy "Fred Smith" wrote: Cumulative return is simply the compounding of each of your returns. Assume you started with an investment of $1, and you had returns of 7%, 5.5%, -2.3% and 14.2%. Your ending value would be: =1.07*1.055*.977*1.142 And your cumulative return would be the above result less the $1 you started with. In formula terms, if you have returns of i1 to in, your cumulative return is: =(1+i1)*(1+i2)*...*(1+in)-1 Regards, Fred. wrote in message ... hi how do i calculate cumulative return on the rate of return of mutual funds |
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