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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. Bernie Kent, J.D., CPA, PFS covers taxes and investments. This article is more than 3 years old. Time weighted rate of return and ...

The growth rate of an investment shows how much its value increases over time, helping to evaluate performance. A common way to calculate this is by using the compound annual growth rate (CAGR), which ...

Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

I may be off with the terminology but here is what I'm trying to do. I have downloaded all of my transactions for my retirement funds for the last few years. For each transaction, I have the number of ...

It’s easy to stick money in your retirement fund and forget about it. But that doesn’t mean you should! As important as consistent saving is understanding your rate of return on investment (ROI). If ...

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 CAGR, or the compound annual growth rate, simply reflects the annualized return of a metric on a compounded basis, over a given period of time. The Compound Annual Growth Rate (CAGR), is the ...

The compound annual growth rate (CAGR) shows the annual rate of return of an investment over a certain period of time. It’s usually expressed in annual percentage terms. The CAGR formula can be used ...

When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...