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.

Discover what ex-post means in finance, how it is calculated, and how it differs from ex-ante. Use historical data to better predict future investment returns.

Estimate how much your money can grow with our free investment return calculator. Enter your planned contributions, timeline, rate of return and compounding frequency to get started. Many, or all, of ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?

In a world with so many complicated investment choices, passive investing is a breath of fresh air. It's easy, inexpensive, and surprisingly good in the long term. One of the simplest ways to begin ...

Benzinga explains the various measures used by smart investors to measure risk and return more accurately. Investing is about getting the most bang for your buck. Average investors chase high returns, ...