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

While a 12% annual rate of return has been suggested as possible in retirement investing, that's not always achievable. Here's why you may want to anticipate a more conservative return to account for ...

Q. I have prepared projections for a proposed project, and I want to calculate the internal rate of return. Instead of using Excel’s IRR function, should I use simple math formulas so others can ...

The rate of return on an annuity is a crucial aspect to consider when evaluating the suitability of this retirement investment. Annuities offer different types of returns, depending on the specific ...

Everyone loves seeing growth in their portfolio. However, a good year of investing doesn't necessarily indicate a sound long-term investment strategy. Generating sufficient retirement income means ...

Given the decades-long market upswing followed by the recent downturn, you may have questions about if your money is really working for you. For instance, is it possible to make an average 25% rate of ...

Have you ever looked at your rate of return and wondered how to interpret it? How do you know whether your portfolio performance is good, bad, or somewhere in between? And how do you go about ...

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 internal rate of return, or IRR, allows investors to analyze the profitability of investments and companies to analyze the profitability of capital outlays. The easiest way to understand IRR is by ...

A hurdle rate is the minimum acceptable rate of return an investor expects from an investment, accounting for all associated risks. It serves as a benchmark for determining the viability of a project ...

It is difficult to know how much to invest in stocks or for how long you need to hold that investment. The truth is that, historically, the stock market averages around a 10% rate of return, not ...