Yield Calculations
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Posted by Avi Gelboim on October 06, 1999 at 12:41:35:
I read in Help that "All yields calculated by Fund Manager are average annualized yields." Assume my portfolio is worth $100 on December 31, 1998 and is currently worth $200, on October 6. Is there any way to generate a report that would calculate a YTD return of 100%? Or will the return from 12/31/98-10/6/99 show as greater than 100% because the gains took place over less than a year? I am interested in knowing how much my portfolio is up YTD, ove the previous 3 months, etc. without having the number annualized. Thanks,
Avi
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