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ROR (Rate of Return)

October 13th, 2008 at 10:42 am

When I heard a TV commentator end of last week mention that the stock market was down 30% from its high a year ago, I decided to check my Vanguard portfolio to see how it was doing in comparison.

I discovered a nifty little tab labelled "Performance" which showed me my ROR (rate of return) for 1 year, 3 years, and 5 years.

1 year = -12.7%
3 year = +4.1%
5 year = +5.2%

Nice to see things from that perspective ... No, the last year has not been great, but I am still doing fine when looking back over the past 5 years. Not necessarily anything to celebrate, but nothing to get depressed about either.

This is for my account only. DH has not been with Vanguard long enough (he used to be with TRowe Price) to see anything longer than the 1 year ROR.

And just FYI, my portfolio has not always been as it is now. For a time, we had a jointly-owned Vanguard MMF (which we no longer have) which was included in the calculation, and in the past I owned other funds such as Target Retirement funds. But other than the MMF, I have always owned mixed asset funds or a mix of funds consistent with my preferred asset allocation.

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