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  2. Rate of return on a portfolio - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return_on_a_portfolio

    Rate of return on a portfolio. The rate of return on a portfolio is the ratio of the net gain or loss (which is the total of net income, foreign currency appreciation and capital gain, whether realized or not) which a portfolio generates, relative to the size of the portfolio. It is measured over a period of time, commonly a year.

  3. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    This is a return of US$20,000 divided by US$100,000, which equals 20 percent. The US$20,000 is paid in 5 irregularly-timed installments of US$4,000, with no reinvestment, over a 5-year period, and with no information provided about the timing of the installments. The rate of return is 4,000 / 100,000 = 4% per year.

  4. Compound annual growth rate - Wikipedia

    en.wikipedia.org/wiki/Compound_annual_growth_rate

    Compound annual growth rate ( CAGR) is a business, economics and investing term representing the mean annualized growth rate for compounding values over a given time period. [1] [2] CAGR smoothes the effect of volatility of periodic values that can render arithmetic means less meaningful. It is particularly useful to compare growth rates of ...

  5. How to Calculate Rolling Returns - AOL.com

    www.aol.com/calculate-rolling-returns-180005343.html

    Trailing returns represent returns generated over a given time period, e.g. one year, five years, 10 years, etc. For that reason, they’re often called point-to-point returns.

  6. With a 10% Rate of Return, When Will My Investment Double? - AOL

    www.aol.com/finance/10-rate-return-investment...

    72 / annual rate of return = years to double investment. So with our 10% rate of return, it will take 7.2 years to double the investment. Note: the effectiveness of the rule of 72 varies by how ...

  7. Time-weighted return - Wikipedia

    en.wikipedia.org/wiki/Time-weighted_return

    The time-weighted return (TWR) [1] [2] is a method of calculating investment return, where returns over sub-periods are compounded together, with each sub-period weighted according to its duration. The time-weighted method differs from other methods of calculating investment return, in the particular way it compensates for external flows.

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