With Excel and data from your broker, however, calculating the average return is fairly easy using the XIRR function. How to calculate average stock returns in Excel ...

Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles here to correctly calculate your investment portfolio returns.

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.

Roth IRA returns are based on the investments that you pick for the account. Find out how to calculate returns so you know how well each investment is doing.

One simple but powerful method investors can use to assess the risk and reward of a stock portfolio is using the Capital Asset Pricing Model, or CAPM, model for expected returns.

How to Use Excel to Calculate the ROI on a Product. "Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money.

Volatility is the bane of many investors. Bumpy moves in your portfolio in response to market fluctuations can cause you to make emotionally driven.

Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the ...

Knowing how an index is performing can give you an idea of how the market and your portfolio are doing relative to the index.

Let’s break down the basics of rental property investing and, most importantly, how to calculate the return on investment (ROI) for a property.

How to Calculate a Running Total in Excel Learn to create cumulative sums in Microsoft Excel with these step-by-step instructions and screenshots.