Personal Rate of Return

Learn the Basic Principles of Personal Rate of Return and Investment Performance Measurement.

Learn about the concepts and methodologies we use for calculating personal rate of return.

Performance Calculation Methods

An overview of suitable methods for calculating investment performance and personal rate of return.

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Why Annualize Investment Returns?

Why and how investment returns for periods greater than one year should be annualized.

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Time Weighted vs. Dollar Weighted

A look at what might be the best performance calculation method to use for your situation.

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Connect Concepts to Examples

An example of applying performance measurement concepts to produce actual investment returns.

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