I was on the phone today with my sponsor in DA and he asked me what the rate of return was with my Roth IRA at Charles Schwab. I didn’t know the answer, but I do now.
I put in $12,000 in 7/21/21 and it is $12,709.67 on 12/24/21.
$12,709.67 – $12,000 = $709.67 / 12,000 = .0591 * 100 = 5.91% Rate of Return
Not too bad.
