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.

New Delhi [India], March 19: Investing in mutual funds is a great way to grow wealth, but understanding returns is equally important. While many investors look at absolute returns, the Extended ...

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier. You may be investing through SIP or making lump sum investments on ...

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. David Kindness is a Certified Public Accountant ...

Anyone investing in various instruments, including a Systematic Investment Plan (SIP) or regular deposits in mutual funds, will need to consistently track returns to assess the performance of their ...

It's easier to calculate returns from a mutual fund scheme when there is one investment date and one redemption date. But calculating systematic investment plan (SIP) is tricky because you invest ...