It’s easy to stick money in your retirement fund and forget about it. But that doesn’t mean you should! As important as consistent saving is understanding your rate of return on investment (ROI). If ...

Rate of return represents the percentage net gain or loss of an investment's initial cost over a period of time. The rate of return calculates the percentage change from the beginning to the end of a ...

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 ...

Calculating stock growth rates can be challenging and seem intimidating, especially with all the numbers and terminology getting thrown around. Every investor has a preferred way of calculating that ...

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 ...

Use a more sophisticated calculator to model out your savings target for retirement; the best such calculators, such as ...

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 ...

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 growth rate of an investment shows how much its value increases over time, helping to evaluate performance. A common way to calculate this is by using the compound annual growth rate (CAGR), which ...

Past performance may or may not be sustained in future.

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 ...

Real returns indicate if investments keep up with inflation, maintaining purchasing power. To calculate real return, subtract inflation rate from nominal return after taxes. Positive real returns show ...