Your monthly loan payment consists of more than just equity and interest payments. If you didn't put down at least 20 percent when you acquired the loan, your monthly payment will likely include ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Return on investment (ROI) measures the amount of ...

Long-term investors know that it's important to keep perspective on the fluctuations of the financial markets. Nevertheless, looking at monthly returns on investment can give you important information ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

A stock's historical variance measures the difference between the stock's returns for different periods and its average return. A stock with a lower variance typically generates returns that are ...

Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in Finance degree from Bridgewater State University and helps develop content strategies. Learn about our ...

How to return monthly sales averages for the last n years in Microsoft Excel Your email has been sent Averaging is easy business in Microsoft Excel. Thanks to the AVERAGEIF() and AVEREAGEIFS() ...

How to subtotal transactions by conditional date components in Excel Your email has been sent Image: utah778, Getty Images/iStockphoto Must-read Windows coverage CrowdStrike Outage Disrupts Microsoft ...

Calculate monthly returns by adjusting your portfolio's start/end balance with net deposits or withdrawals. Compare monthly returns to benchmarks like the Dow to assess your investment strategy. Avoid ...