2022 Losses Hard to Recoup
Moderator: Aitrus
- Tomanyiron
- Posts: 4925
- Joined: Mon Apr 26, 2010 6:39 am
2022 Losses Hard to Recoup
I was going to ask a question, of the board. But I found somewhat of an answer on the World Wide Web. (showing my age with that one)
If you lost 10% (I lost 10.82%) in 2022, what percent gain would you need in 2023, to get back to even?
"The math of percentages shows that as losses get larger, the return necessary to recover to break-even.
increases at a much faster rate. A loss of 10 percent necessitates an 11 percent gain to recover. Increase that loss to 25 percent and it takes a 33 percent gain to get back to break-even. A 50 percent loss requires a 100 percent gain to recover and an 80 percent loss necessitates 500 percent in gains to get back to where the investment value started."
I did not see an actual formula, anyone know what it would be? (Showing my ignorance with this one.)
If you lost 10% (I lost 10.82%) in 2022, what percent gain would you need in 2023, to get back to even?
"The math of percentages shows that as losses get larger, the return necessary to recover to break-even.
increases at a much faster rate. A loss of 10 percent necessitates an 11 percent gain to recover. Increase that loss to 25 percent and it takes a 33 percent gain to get back to break-even. A 50 percent loss requires a 100 percent gain to recover and an 80 percent loss necessitates 500 percent in gains to get back to where the investment value started."
I did not see an actual formula, anyone know what it would be? (Showing my ignorance with this one.)
Re: 2022 Losses Hard to Recoup
Show us the CHART!
- Tomanyiron
- Posts: 4925
- Joined: Mon Apr 26, 2010 6:39 am
Fund Prices2023-05-26
Fund | Price | Day | YTD |
G | $17.50 | 0.01% | 1.54% |
F | $18.47 | 0.07% | 1.46% |
C | $64.96 | 1.31% | 10.27% |
S | $64.41 | 1.47% | 4.69% |
I | $37.17 | 0.96% | 9.52% |
L2065 | $13.39 | 1.20% | 9.24% |
L2060 | $13.39 | 1.20% | 9.24% |
L2055 | $13.40 | 1.20% | 9.24% |
L2050 | $27.52 | 1.00% | 7.91% |
L2045 | $12.64 | 0.94% | 7.53% |
L2040 | $46.48 | 0.88% | 7.15% |
L2035 | $12.37 | 0.81% | 6.71% |
L2030 | $41.52 | 0.74% | 6.26% |
L2025 | $11.94 | 0.46% | 4.56% |
Linc | $23.65 | 0.31% | 3.48% |