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for ALL FUNDS from 01/20/2006 through 09/01/2008
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Your cumulative personal
rate of return during this period: 7.6%
(Annualized: 2.8%)
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Net Investment vs. Market Value Chart The analytic to the left helps participants
answer two important questions visually: "How much have I invested
over time?" and "What has been the market value over time?" It can
analyze these questions for an individual position, an entire account, or
a whole portfolio.
Click for more information about the Net Investment Chart.
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Period: |
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ABOUT THIS CHART:
(click to hide...)
This chart helps you visualize your account's net investment history and how the value of those investments has changed over time.
The period return given below the chart is a cumulative total return, and for periods greater than one year an annualized return.
Both are measures of performance which factor in activity affecting your account, such as...
- Contributions by you and/or your employer
- Your rate of deferral
- Any withdrawals processed during the period
This figure represents an estimate of the performance of your investment holding(s) over different time periods,
and is calculated using the using the "Time-Weighted Rate of Return Modified Dietz Method," a widely accepted industry
standard and recommended by the CFA Institute, formerly
the Association for Investment Management and Research (AIMR). There are other calculation methods used that may yield different
results. Remember, past performance is no guarantee of future results — don't be tempted to shift money between
funds based on a single year's results. Rather, you should monitor your personal performance over an extended
period of time and consider other factors such as your investment objective, time horizon, risk tolerance,
and personal financial situation before making changes to your portfolio.
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