Re: %gain I and %gain F
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Posted by Mark on April 26, 1999 at 16:51:49:
In Reply to: %gain I and %gain F posted by jeffrey rovner on April 25, 1999 at 20:32:48:
: what is the functional difference between "%gain I end" and "%gain F end"
: i have read help and and formulas and can see that they both use
: distributions. yet the %gain F often is a much higher number. what are these
: numbers really telling me. The %Gain-I is reporting the percentage gain
on your invested dollars. The %Gain-F is reporting
the percentage gain of the stock/fund's share
price and distributions, independent of when
you invested. %Gain-F is useful for comparing
relative performance of different funds/stocks.
%Gain-I tells you how well you actually did in
that investment. Actually, a better metric
for your performance is the ROI yields, since
they take into account the time value of money,
which %Gains do not...
: also, the "%gain I(or F) portfolio total" the help states that: (For the total portfolio figure the earliest investment inception date of all investments is used for the beginning date.
: so... the total is calculating from the earliest transaction
: date and using that date for all investments. or using the earliest transaction date for each individual investment and totaling each of the individuals?
This works out to be the same, either way, since
%gains do not factor time into the equation. : thanks, jeffrey Thanks,
Mark
--
Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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