Ordinary Guy
Diamond Member
- Jul 16, 2021
- 2,148
- 2,459
- 1,938
401k statements from Fidelity
Trump years in office
Your Personal Rate of Return
This Period 63.3%
Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results.
Biden first year
Your Personal Rate of Return
This Period 6.9%
Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results.
YTD -5.2% rate of return
Imagine if you will after living through the Trump years seeing your 401k almost double now to go back to ROR of Obama except even worse
Trump years in office
Your Personal Rate of Return
This Period 63.3%
Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results.
Biden first year
Your Personal Rate of Return
This Period 6.9%
Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results.
YTD -5.2% rate of return
Imagine if you will after living through the Trump years seeing your 401k almost double now to go back to ROR of Obama except even worse