You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

I may be off with the terminology but here is what I'm trying to do. I have downloaded all of my transactions for my retirement funds for the last few years. For each transaction, I have the number of ...

The CAGR, or the compound annual growth rate, simply reflects the annualized return of a metric on a compounded basis, over a given period of time. The Compound Annual Growth Rate (CAGR), is the ...

Everyone loves seeing growth in their portfolio. However, a good year of investing doesn’t necessarily indicate a sound long-term investment strategy. Generating sufficient retirement income means ...

The rate of return on an annuity is a crucial aspect to consider when evaluating the suitability of this retirement ...

Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

Q. I have prepared projections for a proposed project, and I want to calculate the internal rate of return. Instead of using Excel’s IRR function, should I use simple math formulas so others can ...

Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

Use an index fund calculator to understand how passive investments may grow over time based on duration, contributions and ...