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Rate of Return Calculator

Start of period (mm/dd/yyyy)
Funds at start of period
End of period (mm/dd/yyyy)
Funds at end of period
Average rate of return *

*Note: for periods of less then one year the actual return is given. For periods greater than one year, the averaged annualized return is given.



Date
(mm/dd/yyyy)		 Funds Added
to Portfolio		 Funds Removed
from Portfolio