NPR logo

Calculating Mutual Fund Returns

  • Download
  • <iframe src="https://www.npr.org/player/embed/18017053/18017017" width="100%" height="290" frameborder="0" scrolling="no" title="NPR embedded audio player">
  • Transcript
Calculating Mutual Fund Returns

Your Money

Calculating Mutual Fund Returns

Calculating Mutual Fund Returns

  • Download
  • <iframe src="https://www.npr.org/player/embed/18017053/18017017" width="100%" height="290" frameborder="0" scrolling="no" title="NPR embedded audio player">
  • Transcript

As investors' 2007 mutual fund statements start rolling in, the hard work of calculating portfolio returns begins. The biggest mistake people make is not keeping a handle on how well their portfolio is performing. Jonathan Clements, personal finance columnist for The Wall Street Journal, discusses how to calculate what your returns were, and how to invest in 2008.

Clements speaks with Renee Montagne.

We no longer support commenting on NPR.org stories, but you can find us every day on Facebook, Twitter, email, and many other platforms. Learn more or contact us.