We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Returns on my S&S ISA, I’m confused.
Options
trickydicky14
Posts: 1,262 Forumite
Returns on my S&S ISA, I’m confused.
I have money invested in Vanguard LS 60% like a lot on this platform.
Just looking at a chart that indicates over the past year this has returned around 14% yet if I take the actual amounts in my account one year ago and compare this to the value today it is saying the increase is around 18%.
Now my maths is poor and my understanding not always great, so I could end up looking stupid but I’m interested to find out what is going on, can any one help please.
I choose the rooms that I live in with care,
The windows are small and the walls almost bare,
There's only one bed and there's only one prayer;
I listen all night for your step on the stair.
The windows are small and the walls almost bare,
There's only one bed and there's only one prayer;
I listen all night for your step on the stair.
0
Comments
-
There's been a 2% increase in the past 3 days, according to the TrustNet chart; perhaps the exact start and end dates make the difference?1
-
Vanguard displays a personal rate of return which is a form of Internal Rate of Return (IRR), thats why there is a difference.
Same question was asked a few years ago and the thread is here: https://forums.moneysavingexpert.com/discussion/6356229/vanguard-profit-loss-calculation"If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes” Warren Buffett
Save £12k in 2025 - #024 £1,450 / £15,000 (9%)3
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 351.1K Banking & Borrowing
- 253.2K Reduce Debt & Boost Income
- 453.7K Spending & Discounts
- 244.1K Work, Benefits & Business
- 599.1K Mortgages, Homes & Bills
- 177K Life & Family
- 257.5K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.6K Read-Only Boards