| Year | KLCI index | Public mutual index fund | Public mutual growth fund | My return |
| 2008* | 8.50% | 11.19% | -19.80% | 24.00% |
| 2009 | 19.33% | 20.69% | 17.78% | 5.95% |
| 2010 | 0.78% | 1.24% | -4.80% | 4.24% |
| Overall | 30.48% | 35.86% | -10.07% | 36.95% |
*Performance was based on 17th March 2008 to 31st Dec 2011.
Do not forget above mutual fund return is not exclude agent commission and management fees.
3 comments:
Hi, I came across your site and wasn’t able to get an email address to contact you. Would you please consider adding a link to my website on your page. Please email me back.
Thanks!
Harry
harry.roger10@gmail.com
hi, i am not so sure if we can mathematically add the percentage over last three years to calculate the overall returns? shall we use absolute number instead of percentage and after getting the result , converting it back to percentage again?
thanks,
Hi anonymous,
If you calculate properly, the overall return percentage is not just adding all together, what I use is compound method. It is working in both way either using compound calculation or use the absolute final figure and converting back the overall percentage.
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