| 1.The Time-Weighted Return Calculator |
|
12/Sep/2008 |
|
|
* Do you invest money into mutual funds on a regualr basis?
* Do you reinvest dividends and capital gains back into the fund?
* Do you take money out of mutual funds periodically throughout the year?
Then this calculator will be a helpful tool for you!
The Time-Weighted Return calculator will produce your own "personalized" rate of return, that takes into account the timing of when you invest money into or take money out of a mutual fund throughout the year.
Order this calculator and find out the return you're really getting. You might be surprised at what you find out!
Works great for stocks on dividend reinvestment plans too!
|
|
|
| 2.Mutual Fund Average Cost Calculator |
|
15/Jul/2009 |
|
|
Not sure of the cost basis on mutual fund shares you sold during the year? Wonder what effect buying additional shares or selling older shares has on your cost basis? Having trouble keeping track of dividend and capital gain reinvestment shares? Let this Excel spreadsheet calculator come to your rescue! Just plug in all your transaction history information and watch the average cost appear before your eyes! Great tool to have at tax time!
|
|
|
| 3.Time-Weighted Return Calculator |
|
|
15/Jul/2009 |
|
|
* Do you invest money into mutual funds on a regualr basis? * Do you reinvest dividends and capital gains back into the fund? * Do you take money out of mutual funds periodically throughout the year? Then this calculator will be a helpful tool for you! The Time-Weighted Return calculator will produce your own "personalized" rate of return, that takes into account the timing of when you invest money into or take money out of a mutual fund throughout the year. Order this calculator and find out the return you're really getting. You might be surprised at what you find out! Works great for stocks on dividend reinvestment plans too!
|
|
|
|
|
|
