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.

Of the many ways to measure an investment, time- and dollar-weighting are two of the most common. The time-weighted return on investment tells you how it performed objectively. If someone placed $1 in ...

When it comes to evaluating investment performance, investors and financial professionals rely on various metrics to gain insights into the effectiveness of their strategies. One such crucial measure ...

Measuring returns is essential for evaluating the success or failure of an investment program. At first glance, this seems like a straightforward exercise. However, return measurement becomes ...

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Gordon Scott has been an active investor and technical analyst ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Being under the illusion that you are earning a high rate of return when your true return is sub-par often leads to overconfidence, which is a performance killer. Money-weighted returns (also called ...

You want entertainment, go to the movies. Don’t seek it out in your investments. At least that’s what data I’ve been analyzing suggests. Let me explain: I was interested in how investors in “thematic” ...

JPMorgan Equity Premium Income ETF JEPI has been a phenomenon since launching in May 2020. By our estimates, it gathered about $27 billion in net inflows in its first three years of existence, easily ...