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Economy

progree

(11,836 posts)

7. That's what I ultimately do -- I check my statements

Reply to elleng (Reply #6)

Mon Dec 11, 2023, 08:37 PM

Dec 2023

and make sure the math is correct and things add up. The statements show all the distributions and so on. (I admittedly rarely cross-check the distribution numbers with other sources and when I have I never found a discrepancy).

The problem is that they are month end statements, and so doesn't tell me, for example, how much the fund value is as of the latest close, and how it compares to that of a specific date like 1/3/22 -- the date of the all-time closing high.

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Markets UP today Monday, FYI. [View all] elleng Dec 2023 OP

The S&P 500 is just 3.6% below its Jan 3, 2022 all time high progree Dec 2023 #1

Sounds good. elleng Dec 2023 #2

Yes, if you invest in stocks and stock funds, you get the dividends /nt progree Dec 2023 #3

Good. I'm 100% in S&P fund. elleng Dec 2023 #4

And it gets complicated figuring out the total return including distributions ... progree Dec 2023 #5

Thanks, I'll just stay in 'ignore,' and rely on them. elleng Dec 2023 #6

That's what I ultimately do -- I check my statements progree Dec 2023 #7