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Performance calculation (percentage)
Your percentage return shows how much your investments have grown or changed over a selected period, based on the highest amount of your own money you had invested at any one time.
How is my percentage performance calculated?
- We track all your buys and sells over the period you select.
- If you sell and then reinvest, we only count new money you put in – not money you’ve already taken out and put back in.
- Your return is measured against the most you actually had invested (“at risk”) during the period.
The formula
Dollar return = Current equity – Starting equity – Dollars invested + Equities sold
Percentage return = Dollar return ÷ (Starting equity + peak invested capital) × 100
Example
Suppose you start with $1,000.
- You buy $500 more (now $1,500 invested).
- You sell $600 (now $900 invested).
- You buy $500 again (now $1,400 invested).
Even though you bought $1,000 in total, the most you ever had invested at once was $1,500.
So, if your current equity is $1,700:
- Dollar return = $1,700 – $1,000 – $1,000 + $600 = $300
- Percentage return = $300 ÷ ($1,000 + $500) × 100 = 20%
This approach gives you a clear and fair view of your returns, reflecting the highest amount you had invested during the period while accounting for recycled sales.
Your performance chart is for general information only. It shouldn’t be the sole basis for your investment decisions. Values may vary over time, and your actual returns may differ from those shown. Past performance is not a reliable indicator of future performance.
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