Monday, January 2, 2012

2011 investment return

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.
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3 comments:

  1. RHJanuary 2, 2012 at 7:26 PM

    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

    ReplyDelete
  2. AnonymousJanuary 2, 2012 at 9:12 PM

    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,

    ReplyDelete
  3. KeshJanuary 2, 2012 at 9:18 PM

    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.

    ReplyDelete