Determine your best and worst investment
returns
Your best and
worst performing investments are determined by their Return on
Investment
(ROI) ( Latest
12-months' net income divided by invested capital (long-term debt
plus common stock equity and preferred equity). The invested
capital can be the figure at the end of the quarter or the average
over the year. ) percentage for each time period.
To see a list of your best and worst
performing investments:
- Go to the Portfolio Manager.
- In the left pane, under Common tasks, click
Review portfolio.
- Scroll down to Performance.
Following are the formulas used for determining the ROI:
- Over the past month: [(current value) - (value
4 weeks ago) + (income)] / (value 4 weeks ago)
- So far this year: [(current value) - (value
last January 1) + (income)] / (value last January 1)
- Over the past 12 months: [(current value)
- (value 12 months ago) + (income)] / (value 12 months
ago)
- Over the entire history of your portfolio:
[(current value) - (cost basis) + (income)] / (cost basis)
