Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

Discover how the Modified Dietz Method measures investment returns, factoring in cash flow timing and excluding skewing ...

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 ...

A SIP calculator is often used to estimate how regular investments in mutual funds may build value over a chosen period.