I just finished going through and calculating my annual returns starting from when I bought my first stocks in 2011.
Looking at the "dollar-weighted" returns and the "time-weighted" returns, there is a massive difference. Luckily the dollar-weighted returns are the ones I got.
Dollar Weighted Returns:
Year Ended _______________________ Return
12/31/2011* _______________________ -42.8%
12/31/2012 ________________________ -5.9%
12/31/2013 ________________________ 31.1%
12/31/2014 ________________________ -10.7%
12/31/2015 ________________________ -2.8%
12/31/2016 ________________________ 12.9%
12/31/2017 ________________________ 35.5%
Annualized Total through 12/31/17: _____ 15.7%
Annualized 3 Yrs Ending 12/31/17: ______ 19.2%
Time Weighted Returns:
Year Ended _______________________ Return
12/31/2011* _______________________ -42.4%
12/31/2012 ________________________ -5.9%
12/31/2013 ________________________ 21.0%
12/31/2014 ________________________ -8.4%
12/31/2015 ________________________ -3.6%
12/31/2016 ________________________ 9.1%
12/31/2017 ________________________ 36.9%
Annualized Total through 12/31/17: _____ 2.3%
Annualized 3 Yrs Ending 12/31/17: ______ 12.9%
S&P 500 Returns (for Reference):
Year Ended _______________________ Return
12/31/2011* _______________________ -5.4%
12/31/2012 ________________________ 15.9%
12/31/2013 ________________________ 32.4%
12/31/2014 ________________________ 13.8%
12/31/2015 ________________________ 1.3%
12/31/2016 ________________________ 11.9%
12/31/2017 ________________________ 21.9%
Annualized Total through 12/31/17: _____ 14.0%
Annualized 3 Yrs Ending 12/31/17: ______ 11.4%
*partial year, annualized
Submitted January 19, 2018 at 05:09PM by dominodanger http://ift.tt/2BiaKRa
