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UNITED STATES AND EXCHANGESECURITIESD.CWashingtonFORMCOMMISSION2054910KMark One
Annual to SectionPursuantReport13of15dorForthetheSecuritiesfiscalAct of 1934ExchangeendedyearDecember31 2011OR
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How to fill out calculating periodic returns and
01
To fill out calculating periodic returns, follow these steps:
02
Determine the starting value of your investment or asset.
03
Determine the ending value of your investment or asset.
04
Calculate the holding period return by subtracting the starting value from the ending value.
05
Divide the holding period return by the starting value to get the periodic return.
06
Multiply the periodic return by 100 to convert it into a percentage.
07
Round the percentage to the desired number of decimal places.
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Calculating periodic returns is useful for:
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What is calculating periodic returns and?
Periodic returns are calculated to analyze the performance of an investment over a specific time period.
Who is required to file calculating periodic returns and?
Investors and fund managers are required to file calculating periodic returns.
How to fill out calculating periodic returns and?
Calculating periodic returns involves inputting the initial investment amount, any additional contributions or withdrawals, and the ending balance for each period.
What is the purpose of calculating periodic returns and?
The purpose of calculating periodic returns is to assess the performance of an investment or fund.
What information must be reported on calculating periodic returns and?
Information such as the investment amount, returns earned, and time period for the calculation must be reported.
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