Investing Performance - Growth of $10,000

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EU_Mart
EU_Mart Member ✭✭
edited May 2022 in Budgeting and Planning Tools (Windows)
The Growth of $10,000 chart does not start at 10K.
Depending on the index, the plot starts at 11K through 13K.
Version R 32.10

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  • Sherlock
    Sherlock Member ✭✭✭✭
    edited April 2021 Answer ✓
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    The date the $10,000 is assumed invested may not be the date of the first plot point.  For example, if we're viewing the default last 12 months chart today (4/2/2021), the $10,000 would be invested on 4/3/2020 and the first plot point would be on 4/30/2020 (the end of the month).  Last year, the market indices rebounded sharply during that period.  For example, from 4/3/2020 to 4/30/2020 the S&P 500 index rose 17%.

Answers

  • Sherlock
    Sherlock Member ✭✭✭✭
    edited April 2021 Answer ✓
    Options
    The date the $10,000 is assumed invested may not be the date of the first plot point.  For example, if we're viewing the default last 12 months chart today (4/2/2021), the $10,000 would be invested on 4/3/2020 and the first plot point would be on 4/30/2020 (the end of the month).  Last year, the market indices rebounded sharply during that period.  For example, from 4/3/2020 to 4/30/2020 the S&P 500 index rose 17%.
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