How do I calculate monthly rate of return for a particular investment account on fidelitys website.

I have couple of investment accounts and IRAs. I want to understand the change in the investments without the effects of my monthly direct transfers.

I don't seem to get monthly statement for investment accounts . where as my IRA does show a monthly statement and well defined numbers of how much the investment vehicles changed in the month

  • Average monthly rate of return is the twelfth root of the yearly rate of return
    – keshlam
    Jul 8 at 19:15


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