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Message
What is your cumulative 401k return?
Posted on 7/7/12 at 9:32 am
Posted on 7/7/12 at 9:32 am
Total Current Value - (Your Cumulative Contributions + Cumulative Company Match)
(Your Cumulative Contributions + Cumulative Company Match)
Mine is currently a tad less than -1% (-.89% to be exact)....for most of my working life, it has been much worse than that, I'm just now getting close to moving into the green overall. What's your %? Also, as a follow-up, what is your age? (I'm 31)
Example:
Total Current 401k Value = 26,688
My LifeToDate Contributions = 20,463
Employer Match LifeToDate = 6,464
Total My Contributions + Employer Contributions = 26,927
Cumulative Return = 26,688 - 26,927 / 26,927
(Your Cumulative Contributions + Cumulative Company Match)
Mine is currently a tad less than -1% (-.89% to be exact)....for most of my working life, it has been much worse than that, I'm just now getting close to moving into the green overall. What's your %? Also, as a follow-up, what is your age? (I'm 31)
Example:
Total Current 401k Value = 26,688
My LifeToDate Contributions = 20,463
Employer Match LifeToDate = 6,464
Total My Contributions + Employer Contributions = 26,927
Cumulative Return = 26,688 - 26,927 / 26,927
This post was edited on 7/7/12 at 12:38 pm
8
Posted on 7/7/12 at 9:36 am to JPLSU1981
YTD is ~6%.
Posted on 7/7/12 at 9:38 am to kaaj24
not really looking for YTD numbers here...Looking more since 401k inception based on total cumulative dollars invested (your cumulative contributions + cumalative company match)
Posted on 7/7/12 at 9:46 am to JPLSU1981
I've switched jobs a couple of times over the last 12 years so, different 401k, Ira rollovers, etc. So calculating a return would take awhile.
But I graduated in 2000 so I feel your pain of not getting historical market returns over that period. Hopefully next 30 years will treat us better......
But I graduated in 2000 so I feel your pain of not getting historical market returns over that period. Hopefully next 30 years will treat us better......
Posted on 7/7/12 at 10:21 am to JPLSU1981
I don't have a 401K. But my stock portfolio moved like this:
May... lost 7K
June.. gained 1K
July... gained 4K
May... lost 7K
June.. gained 1K
July... gained 4K
Posted on 7/7/12 at 11:11 am to Zach
6.5% since 2006, I'm 29. My 3 yr ROR is 13.9%
This post was edited on 7/7/12 at 11:14 am
Posted on 7/7/12 at 11:24 am to JL
401k (incep. Aug 2011) -8.13
SEP IRA (incep Jan 2012) -8.70
And I don't have a large amount of money in it, but my Brokerage account (incep Aug 2011) is +23.56.
SEP IRA (incep Jan 2012) -8.70
And I don't have a large amount of money in it, but my Brokerage account (incep Aug 2011) is +23.56.
Posted on 7/7/12 at 12:01 pm to JPLSU1981
7.7% YTD
Posted on 7/7/12 at 12:20 pm to JPLSU1981
Since 1986 same company
12.16%
If I did it correct, I put in $136,000 in 401k
Total value now $695,000
12.16%
If I did it correct, I put in $136,000 in 401k
Total value now $695,000
Posted on 7/8/12 at 9:11 am to JPLSU1981
401K is + 1.09%
My separate Roth is +4.7%
My separate Roth is +4.7%
This post was edited on 7/8/12 at 9:14 am
Posted on 7/8/12 at 11:35 am to JPLSU1981
Mine sucks. Actually a Simple IRA that we started at our partnership @ 2003. My gain is at best a few percentage points over the life of the damn thing. 
Posted on 7/8/12 at 7:40 pm to JPLSU1981
Total Current 401k Value = 36,795
My LifeToDate Contributions = 21,860
Employer Match LifeToDate = 10,467
Total My Contributions + Employer Contributions = 32,327
Cumulative Return = 36,795 - 32,327 / 32,327 = 0.13
I'm 26 and approx. 4 years into a 401k
My LifeToDate Contributions = 21,860
Employer Match LifeToDate = 10,467
Total My Contributions + Employer Contributions = 32,327
Cumulative Return = 36,795 - 32,327 / 32,327 = 0.13
I'm 26 and approx. 4 years into a 401k
Posted on 7/9/12 at 9:22 am to mctiger1985
Posted on 7/9/12 at 10:01 am to JPLSU1981
Value = 49305
contribution 25514
company 12403
49305-37917 = 11,388/37917= .30
contribution 25514
company 12403
49305-37917 = 11,388/37917= .30
This post was edited on 7/9/12 at 10:04 am
Posted on 7/9/12 at 12:54 pm to JPLSU1981
Since inception mine is -2.86%.
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