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Are you sure it's showing YTD or maybe the rate of return from this time last year to today, like a 12 month rate of return? One of my non-Fidelity accounts shows that number.
Are you sure it's showing YTD or maybe the rate of return from this time last year to today, like a 12 month rate of return? One of my non-Fidelity accounts shows that number.
hmm....i think it's YTD cause i started this job in April 2018.....
It's a personal rate of return, meaning that the older money in there (which has grown) has more significant impact than the more recent money (which had a sharper loss). It can lead to confusion but I don't think you can change this in your Fidelity account. In the end it's just your $$ amount you worry about.
It's a personal rate of return, meaning that the older money in there (which has grown) has more significant impact than the more recent money (which had a sharper loss). It can lead to confusion but I don't think you can change this in your Fidelity account. In the end it's just your $$ amount you worry about.
It's a personal rate of return, meaning that the older money in there (which has grown) has more significant impact than the more recent money (which had a sharper loss). It can lead to confusion but I don't think you can change this in your Fidelity account. In the end it's just your $$ amount you worry about.
oh yeah, i'm not worried about it, as you're right....the $$ matters most.....it's just a weird way to present the data, and definitely confusing.
They have a faq on how they calculate it right on line
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