Solutions             Downloads             Upgrades             Support             About Us             FAQ

Easy ROR Pro
> Summary and Order Info
> Frequently Asked Questions

  
SCREENS
> Report Options
> Extended Report Options
> Transaction Entry
> Recurring Transactions
> Risk/Reward Analysis

  
GRAPHS
> Total Return
> Activity
> Rolling Average ROR

  
REPORTS
> Rate of Return Before/After Tax
> Rate of Return w/Benchmarks
> Rate of Return Daily Valuation
> Composite Cumulative
> Rate of Return Extended
> Multi-Year Rate of Return
> Volatility
> Gain/Loss

  
MANUALS
> User Manual
> Section 508 VPAT
Investor
All Products
> Wealth Planning Suite™
> Investor's Accountant™
> Portfolio Analyzer™
> Easy ROR™
> Easy ROR Pro™
> EarlyRetire Pro™
> Fundwatch™
 
> Product Comparison

Composite period return cumulative from the beginning date
08/31/2008 16:25:22     RATE of RETURN - Modified Dietz                   Page 1
                         06/30/2004 through 12/31/2004                          
Quarterly  Annual Compounding                                  Geometric Linking

                                                       % End      Total   Annual
  Date          Balance       Date          Balance    Total      Return%   ROR 

AAR Ann Anderson                       Fixed Income                             
06/30/04   1,184,615.00     09/30/04   1,265,421.00     68.5      -2.12    -8.17
ADA William Anderson                   Equity                                   
06/30/04     572,965.00     09/30/04     581,533.00     31.5       1.50     6.07
AAR ADA - Composite  Asset + Cash Flow Weighted                                 
06/30/04   1,757,580.00     09/30/04   1,846,954.00                -.98    -3.83
                                                       Dispersion  1.68     6.62
                                                                                
AAR Ann Anderson                       Fixed Income                             
09/30/04   1,265,421.00     12/31/04   1,474,278.00     70.2       9.09    41.28
ADA William Anderson                   Equity                                   
09/30/04     581,533.00     12/31/04     624,445.00     29.8       7.38    32.66
AAR ADA - Composite  Asset + Cash Flow Weighted                                 
09/30/04   1,846,954.00     12/31/04   2,098,723.00                8.57    38.59
                                                       Dispersion   .79     3.97
                                                                                
AAR Ann Anderson                       Fixed Income                             
06/30/04   1,184,615.00     12/31/04   1,474,278.00                6.78    13.90
ADA William Anderson                   Equity                                   
06/30/04     572,965.00     12/31/04     624,445.00                8.98    18.62
AAR ADA - Composite  Linked                                                     
06/30/04   1,757,580.00     12/31/04   2,098,723.00                7.50    15.45
                                                       Dispersion  1.02     2.18

Period return cumulative from the beginning date
08/31/2008 16:14:39     RATE of RETURN - Modified Dietz                   Page 1
                         03/31/2004 through 12/31/2004                          
Quarterly  Annual Compounding                                  Geometric Linking

                                                                  Total   Annual
  Date             Balance       Date            Balance         Return%    ROR%

ADA William Anderson                   Equity                                   
03/31/04        588,121.00     06/30/04       572,965.00          -2.24    -8.69
03/31/04        588,121.00     12/31/04       624,445.00           6.54     8.78
                                                                                
06/30/04        572,965.00     09/30/04       581,533.00           1.50     6.07
06/30/04        572,965.00     12/31/04       624,445.00           8.98    18.62
                                                                                
09/30/04        581,533.00     12/31/04       624,445.00           7.38    32.66

Period return cumulative to the end date
08/31/2008 16:15:23     RATE of RETURN - Modified Dietz                   Page 1
                         03/31/2004 through 12/31/2004                          
Quarterly  Annual Compounding                                  Geometric Linking

                                                                  Total   Annual
  Date             Balance       Date            Balance         Return%    ROR%

ADA William Anderson                   Equity                                   
03/31/04        588,121.00     06/30/04       572,965.00          -2.24    -8.69
06/30/04        572,965.00     09/30/04       581,533.00           1.50     6.07
03/31/04        588,121.00     09/30/04       581,533.00           -.78    -1.55
                                                                                
09/30/04        581,533.00     12/31/04       624,445.00           7.38    32.66
03/31/04        588,121.00     12/31/04       624,445.00           6.54     8.78

      All applications support Hamilton Software Windows 98, ME, NT, 2000, XP, Vista, 7, 8, 10                                                                               

      Home   |   Downloads   |   News   |   Company   |   Contact Us   |   Support   |   Resources   |   Privacy   |   FAQ                         Mobile Apps

     
Terms and Legal notices


© 2017 Hamilton Software, Inc., All rights reserved    Telephone: 303.847.8092    info@hamiltonsoftware.com