% Gain - Investment

 

The percent gain or loss of the invested monies into an investment:

 

 

The end value already includes reinvested distributions, so end value + distributed distributions + redemptions gives the value generated by the beginning value + purchases.  This field is labeled %Gain-I.  The %Gain-I figure is only value weighted.  For a performance metric that is both time and value weighted, consider using ROI yields.

 

Note on Short Positions:

For short positions "purchases" are selling short, or increasing your short position, and "redemptions" are buying shares (covering/decreasing your short position).  The absolute value of beginning value + purchases is used in the denominator to provide meaningful figures.

See Also

%Gain

%Gain-AI

%Gain-F

%Gain-V

Yield Calculations

 


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