Personal rate of return is an individual’s investment performance, or the return on individual investments and transactions, based on the transaction history and resulting cash flows, minus any fees. The growth of your portfolio is based upon both the performance of your mutual funds and college savings investments, and the timing and amount of your transactions. Based on your available account data, your personal rate of return was calculated using the Time-Weighted Rate of Return Daily Valuation Method. Price or transaction corrections for previously declared values that were posted after the calculation date may not be reflected in the results. Your personal rate of return may not match the historical performance of the fund or college savings investment due to timing of transactions and holding period of securities in your account. Other approaches to calculating personal rate of return could yield different results.
The growth of your portfolio should be monitored over an extended period of time. Keep in mind that your portfolio may perform differently in the future than in the past. Past performance cannot guarantee future results. Before making changes to your portfolio, there are several other factors that should be considered, such as your investment objectives, your tolerance for risk, and your time horizon.
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