How to Read
Your Statements

Understanding How to Calculate Income and Returns

In this video, we’ll show you how to read your statements so that you know the difference between income and the overall return.

What was covered in this video:

How to think about your statement.
What time period should matter to you when looking at your statements.
What the income line means on your statement and where to find it.
How to calculate your total return for any period.
Why mutual funds can be particularly confusing on your statement.

Information in this article is from sources believed to be reliable, however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views are those of the author, SWAN Wealth Management, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Raymond James Ltd. is a Member - Canadian Investor Protection Fund. Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.