% Returns Inaccurately Reported with Large Cash Deposits

[ Message Board ] [ Archives ] [ Search ]

Posted by Steve on September 07, 2007 at 01:38:51:

Mark,

As a follow up to my last inquiry about inaccurate return calculations, I understand what you're saying about the % Gain calculations, but the ROI numbers are also pretty far off.

To illustrate, I have an account that carried approximately $119,000 for 6 months, prior to an addition of $200,000 moved to money markets. Most of the $200,000 remained in money markets whereas the 119,000 morphed into $136,000 at year's end. In other words, the account's total value at year end was $336,000. But according to Fund Manager, the ROI at 1 yr and ROI btw (for July 2006 and July 2007) were 161% and 160% respectively. Can you help me properly account for an accurate ROI calculation?

Thanks.

Replies:

• Re: % Returns Inaccurately Reported with Large Cash Deposits Mark 10:20:22 09/07/07 (5)
  • Re: % Returns Inaccurately Reported with Large Cash Deposits Steve 12:33:58 09/07/07 (4)
    • Re: % Returns Inaccurately Reported with Large Cash Deposits Mark 12:51:44 09/07/07 (3)
      • Re: % Returns Inaccurately Reported with Large Cash Deposits Steve 14:19:55 09/07/07 (2)
        • Re: % Returns Inaccurately Reported with Large Cash Deposits Mark 19:07:37 09/07/07 (1)
          • Re: % Returns Inaccurately Reported with Large Cash Deposits Steve 21:36:27 09/07/07 (0)