MYGA annual review: $500,000 with $25,000 of distributions

Cash-flow-adjusted statement change = ending value + total distributions − additional premium − beginning value. For this example: $495,000 + $25,000 − $0 − $500,000 = +$20,000.

The percentage divides that change by beginning value. It is not time-weighted or dollar-weighted performance. Income received is already a subset of total distributions and is not added twice. Disclosed charges are shown as user-reported context and are not added back because statement values are treated as net.

Only the 30-day change counts for the selected annuity category are live data: CANNEX via AdvisorWorld. Current information refreshes every 10 minutes; this prepared scenario refreshes daily.

Every holding figure is the visitor's own hypothetical input. The visible as-of label appears only when the source supplies a verified data date; the time you view the page is never displayed as source freshness.

Suggested citation: “AnnuityRatesHQ, ‘MYGA annual review: $500,000 with $25,000 of distributions,’ cash-flow-adjusted annual statement review with CANNEX market-event context via AdvisorWorld, July 16, 2026, https://annuityrateshq.com/annual-review-report/myga-annual-review-500k-with-25000-distributions.”

State that holding values and contract terms are visitor-entered hypotheses. This permalink preserves the inputs but is not a frozen or immutable data citation; include the visible data date when citing live context.