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Heisenberg
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What is the way to calculate the annual return of my mutual fund investment? At any moment I can see the current market value of my investment, but this number comprises 3 things: market fluctuation, new money of mine coming in, and re-invested dividend.

More philosophically, should I care about this annual return rate? If not, what should I care about to estimate the trajectory of my long-term net worth?

EDIT: I'm using Vanguard mutual fund, in case Vanguard produces these numbers for my convenience.

What is the way to calculate the annual return of my mutual fund investment? At any moment I can see the current market value of my investment, but this number comprises 3 things: market fluctuation, new money of mine coming in, and re-invested dividend.

More philosophically, should I care about this annual return rate? If not, what should I care about to estimate the trajectory of my long-term net worth?

What is the way to calculate the annual return of my mutual fund investment? At any moment I can see the current market value of my investment, but this number comprises 3 things: market fluctuation, new money of mine coming in, and re-invested dividend.

More philosophically, should I care about this annual return rate? If not, what should I care about to estimate the trajectory of my long-term net worth?

EDIT: I'm using Vanguard mutual fund, in case Vanguard produces these numbers for my convenience.

Source Link
Heisenberg
  • 681
  • 7
  • 16

How to evaluate my mutual fund performance?

What is the way to calculate the annual return of my mutual fund investment? At any moment I can see the current market value of my investment, but this number comprises 3 things: market fluctuation, new money of mine coming in, and re-invested dividend.

More philosophically, should I care about this annual return rate? If not, what should I care about to estimate the trajectory of my long-term net worth?