Re: Total portfolio %GAIN -I

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In Reply to: Total portfolio %GAIN -I posted by MASSIMO on December 29, 1999 at 15:38:54:

: In the last row of the report sheet "portfolio performance",
: I don't understand the meaning of the item "%gain-I".
: It seems incorrect. I think it should be "((end value/invested)-1)*100)" like all the others rows above.
: In my report the result value is different (much lower).
: Thanks for the reply.
: massimo

Hi Massimo,
If you select "Help/Help on Report..." while viewing this
report, you will see the equation used for this figure. It
is 100 * (end value + dist dist + redemptions - purchases)/purchases

Purchases is the beginning value, plus any money added into your investments.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

• Re: Total portfolio %GAIN -I massimo 01:52:54 12/30/99 (3)
  • Re: Total portfolio %GAIN -I Mark 10:51:21 12/30/99 (2)
    • Re: Total portfolio %GAIN -I massimo 11:06:57 01/10/00 (1)
      • Re: Total portfolio %GAIN -I Mark 18:44:36 01/10/00 (0)