Help with 401(k) return on investment question?

ROSSO Z

New member
Joined
Jan 14, 2014
Messages
2
Newbie here, business CFO, with first post.

In search of a formula for ROI as follows:

Beginning balance on 1/1 XXXX = BB
Variable deposits during XXXX (might be monthly?) = V

Ending balance 12/31/XXXX = EB

Ex:

BB = $500,000
V = Deposits at the beginning of each month = $10,000/month
EB = $760,000

What is my ROI?

Obviously I need more than just $760/$500 = 52% because of the interim deposits.

Anyone have a solution or an idea of where I might look.....

Thank you
 
Denis,

Thank you.

I figured there was no direct way to calculate without knowing how much of the ending balance was attributable to the deposits.

However, this is a universal problem and I thought some whiz had a workable solution.

Thanks again.

Cheers,
 
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