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 ...

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 ...

You don’t have to be a math whiz to figure out how much you'll earn with a CD. David McMillin writes about credit cards, mortgages, banking, taxes and travel. Based in Chicago, he writes with one ...

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 time-weighted rate of return measures how your investments have performed in a vacuum. Basically, for the assets that you purchased, it determines how much have they gained or lost value. Internal ...

Rate of return is the percentage that an investment has grown or decreased over a specific time frame. You want your investments to return a gain, normally in the form of interest or dividend ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.

Compound annual growth rate (CAGR) measures the overall investment return over a period of time. To calculate it, you must know the beginning value, end value (or ending balance), and the number of ...

After reading last week's column, Mike Maingi -- the same one who asked the original question -- followed up with a second one: "How did you arrive at 9.27 per cent annual return?". As a reminder, the ...

Real rate of return adjusts for inflation, providing a true growth measure. S&P 500's real rate is 7.9%, versus a nominal 11.8%, due to inflation. Using real rates in retirement planning ensures ...