Instructions

Locate your mutual fund statement for the beginning of the year. Write down the total value of the account as of Jan. 1.

Add the amount of your additional purchases during the year to the value of the mutual fund at the beginning of the year. Subtract that total from the current value of the fund to get your net gain for the year. If the balance was higher at the beginning of the year, you will end up with a negative number, representing a loss.

References

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