We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
Vanguard Personal Rate of Return figure

AsifM068
Posts: 184 Forumite

Evening forum.
I don't understand Vanguard's Personal Rate of Return figure; how does that translate to an annual rate of return figure please - is there an equation?
I don't understand Vanguard's Personal Rate of Return figure; how does that translate to an annual rate of return figure please - is there an equation?
1
Comments
-
It should be based on the Internal Rate of Return: https://www.investopedia.com/terms/i/irr.aspTaking into account your contributions over time and the effect of your market timing.As opposed to a unitised return, which is simply the weighted return of the underlying assets of your portfolio for the time you held them.0
-
How do I calculate the unitised return please? Is there an equation. Please forgive my ignorance.0
-
- The internal rate of return (IRR) is the annual rate of growth that an investment is expected to generate.
I can expect an annual return of 31%...surely not, what am I missing?0 -
I have the same question. This has baffled me. I’ve even contacted Vanguard and they’ve only referred me to the vague explanation on their website which does nothing to help me understand and be able to perform the calculation myself.0
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 349.8K Banking & Borrowing
- 252.6K Reduce Debt & Boost Income
- 453K Spending & Discounts
- 242.8K Work, Benefits & Business
- 619.5K Mortgages, Homes & Bills
- 176.4K Life & Family
- 255.7K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 15.1K Coronavirus Support Boards