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Anonymous

18 Apr 2019

Stocks

How can I measure the return of the STI ETF I bought using posb invest saver?

Do i calculate using XIRR, IRR ? or is there other formulas I can apply?

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Average price x quantity -- market price x quantity and you will get paper (unrealised) gain/loss. This method does not take into account of dividends. The different formulas are used for various purposes, XIRR (Extended internal rate of return), TWR(Time-weighted return), IRR(internal rate of return)... All depends what you want to know.

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