Personal Rate of Return is a person's own investment performance based on his or her transaction history and resulting cash flows. The growth of your portfolio is based upon both the performance of your mutual funds and the timing and amount of your transactions. Therefore, your personal rate of return may differ significantly from the performance of the mutual funds that make up your portfolio. This is because the performance of the mutual funds held in your portfolio only includes the change in the fund's share price and any reinvested dividends and capital gain distributions, whereas you may have placed purchase or redemption transactions during the period. In addition, price or transaction corrections for previously declared values that were posted after the calculation date may not be reflected in the results.
The growth of your portfolio should be monitored over an extended period of time. Also, 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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