Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: gph:(yields)

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Jim on November 09, 2003 at 13:24:55:

In Reply to: Re: gph:(yields) posted by Mark on November 08, 2003 at 17:34:04:

: : I have an investment as follows:

: : Purchased 4/29/02, Sold 7/22/02, gain 29%, yield about 6%

: : Purchased 1/6/03, thru present, gain about 5%

: : The graph yield is "gph: 79.91", this does not seem to be correct??

: : Any ideas??

: : JIm

: Hi Jim,

: The "gph" figure is for the term equal to the graph's date range.
: The yield is also "annualized". It also depends on what type of
: yield you are using. See the "Yields" menu command. What type
: of yield are you using, and what is the date range of your graph?

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
:

Thank you Mark,

I am using ROI yield and the date range on the graph is 4/29/02 thru 11/7/2003.
When I switch to Fund Performance yield gph: is 7.57 which seems a more reasonable value.
I understand yield is an annualized value. I don't fully understand your help explanations on the different yields. Perhaps you could explain in laymans terms the difference between ROI and fund performance yields using my investment as an example.

Jim


Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy