BTW --- If you have a Schwab account -- there's a couple pages in there that will calculate all of this stuff for you... Look under Portfolio Performance and then find the RETURNS tab --- and it will show you various timeframes...
The account I use here (I have FOUR Schwab accounts - So it's easiest to just pick one for consistent use here) for my examples -- is UP Year to date - 22.47%... and it's ONE Year performance (which is just one year back from todays date) is UP 18.75%
Any way you want to look at it -- those numbers (and yours) beats the current bank CD rate - BOND return rate etc...
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